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WIW vs DWLD

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and DAVIS SELECT WORLDWIDE ETF (DWLD, ETF).

5-Year PerformanceDWLD has outperformed WIW, delivering a return of +7.9% compared to +0.6%

WIW vs DWLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIW
$585M
Winner
DWLD
$586M
Expense Ratio
WIW
N/A
DWLD
0.62%
Max Drawdown
WIW
47.87%
Winner
DWLD
40.86%
Sharpe Ratio
WIW
0.61
Winner
DWLD
0.91
5Y Beta
Winner
WIW
0.17
DWLD
0.86
P/E Ratio
WIW
N/A
DWLD
25.34
Forward P/E
WIW
N/A
DWLD
12.17
PEG Ratio
WIW
N/A
DWLD
0.23
5Y Dividends CAGR
WIW
16.54%
Winner
DWLD
57.55%
Debt to Equity
WIW
N/A
DWLD
60.49%
P/S Ratio
WIW
N/A
DWLD
0.75
P/B Ratio
WIW
N/A
DWLD
1.99

WIW vs DWLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WIW
-0.43%
DWLD
-1.51%
3M
WIW
+1.28%
Winner
DWLD
+6.19%
6M
WIW
+2.07%
Winner
DWLD
+2.47%
1Y
WIW
+7.49%
Winner
DWLD
+17.20%
5Y(CAGR)
WIW
+0.58%
Winner
DWLD
+7.91%
10Y(CAGR)
WIW
+3.97%
Winner
DWLD
+10.91%
Max(CAGR)
WIW
+3.20%
Winner
DWLD
+10.91%

WIW vs DWLD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearWIWDWLD
2026+2.27%-0.22%
2025+12.87%+31.54%
2024+3.83%+25.70%
2023+5.18%+18.38%
2022-24.22%-15.41%
2021+17.98%-3.23%
2020+11.08%+19.91%
2019+17.46%+29.69%
2018-8.61%-23.88%
2017+6.79%+30.10%
2016+11.57%N/A
2015-6.44%N/A
2014+3.15%N/A
2013-12.26%N/A
2012+6.82%N/A
2011+5.55%N/A
2010+8.36%N/A
2009+16.80%N/A
2008-4.76%N/A
2007+8.12%N/A
2006+1.29%N/A
2005-1.60%N/A
2004-8.66%N/A

WIW vs DWLD Drawdown Comparison

The maximum drawdown for WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The maximum drawdown for DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 766 trading sessions.

The current WIW drawdown is -5.79%. The current DWLD drawdown is -3.39%.

RankWIWDWLD
#1-29.45%
Dec 31, 2021 - Sep 29, 2022
-39.26%
Apr 29, 2021 - May 15, 2024
#2-29.11%
Jul 10, 2008 - Aug 19, 2009
-37.02%
Jan 26, 2018 - Sep 2, 2020
#3-24.98%
Feb 21, 2020 - Nov 16, 2020
-16.01%
Feb 14, 2025 - May 12, 2025
#4-20.83%
Mar 10, 2004 - Jan 2, 2008
-11.27%
Jan 6, 2026 - May 6, 2026
#5-16.93%
Apr 8, 2013 - Sep 20, 2017
-10.44%
May 17, 2024 - Sep 19, 2024
#6-10.95%
Jan 12, 2018 - Jun 20, 2019
-9.81%
Nov 7, 2024 - Feb 13, 2025
#7-7.15%
Nov 10, 2010 - Jul 29, 2011
-8.66%
Sep 2, 2020 - Oct 12, 2020
#8-4.73%
Dec 1, 2009 - Apr 26, 2010
-6.33%
Nov 12, 2025 - Dec 3, 2025
#9-4.67%
Nov 11, 2021 - Dec 31, 2021
-5.85%
Feb 17, 2021 - Apr 16, 2021
#10-4.46%
Feb 9, 2021 - Apr 19, 2021
-5.75%
Oct 12, 2020 - Nov 4, 2020
#11-4.13%
May 6, 2010 - Aug 9, 2010
-5.43%
Oct 7, 2024 - Nov 7, 2024
#12-4.11%
Aug 18, 2011 - Jan 4, 2012
-5.04%
Jan 21, 2021 - Feb 4, 2021
#13-3.95%
Feb 6, 2008 - Apr 14, 2008
-5.00%
Jun 2, 2026 - Jun 10, 2026
#14-2.91%
Jun 15, 2021 - Jul 6, 2021
-4.72%
Sep 18, 2025 - Oct 27, 2025
#15-2.82%
Dec 31, 2020 - Jan 19, 2021
-4.43%
Jul 23, 2025 - Aug 13, 2025

Correlation

Correlation between WIW and DWLD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2004 - 2026)

WIW vs DWLD dividend yield comparison.

YearWIWDWLD
20263.69%0.00%
20258.68%1.56%
20248.78%1.45%
202310.38%1.23%
202211.81%0.75%
20216.93%1.03%
20203.20%0.24%
20193.74%2.27%
20184.26%4.11%
20173.70%0.20%
20163.61%0.00%
20153.91%0.00%
20143.85%0.00%
20133.36%0.00%
20122.79%0.00%
20114.20%0.00%
20103.81%0.00%
20094.15%0.00%
20088.65%0.00%
20076.31%0.00%
20065.45%0.00%
20057.92%0.00%
20046.78%0.00%

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