WIW vs HEZU
Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and ISHARES CURRENCY HEDGED MSCI EUROZONE ETF (HEZU, ETF).
5-Year PerformanceHEZU has outperformed WIW, delivering a return of +12.3% compared to +0.7%
WIW vs HEZU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WIW vs HEZU - Historical Returns
Returns include dividend reinvestment.
WIW vs HEZU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | WIW | HEZU |
|---|---|---|
| 2026 | +2.27% | +6.75% |
| 2025 | +12.87% | +25.49% |
| 2024 | +3.83% | +11.26% |
| 2023 | +5.18% | +19.62% |
| 2022 | -24.22% | -10.96% |
| 2021 | +17.98% | +22.36% |
| 2020 | +11.08% | -1.14% |
| 2019 | +17.46% | +28.78% |
| 2018 | -8.61% | -10.39% |
| 2017 | +6.79% | +12.71% |
| 2016 | +11.57% | +8.00% |
| 2015 | -6.44% | +6.93% |
| 2014 | +3.15% | +4.00% |
| 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 HEZU 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 HEZU was -38.80%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The current WIW drawdown is -5.79%. The current HEZU drawdown is -1.81%.
| Rank | WIW | HEZU |
|---|---|---|
| #1 | -29.45% Dec 31, 2021 - Sep 29, 2022 | -38.80% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -29.11% Jul 10, 2008 - Aug 19, 2009 | -26.19% Apr 10, 2015 - Mar 28, 2017 |
| #3 | -24.98% Feb 21, 2020 - Nov 16, 2020 | -22.76% Nov 16, 2021 - Feb 14, 2023 |
| #4 | -20.83% Mar 10, 2004 - Jan 2, 2008 | -17.41% Jan 22, 2018 - Apr 17, 2019 |
| #5 | -16.93% Apr 8, 2013 - Sep 20, 2017 | -14.83% Mar 19, 2025 - May 12, 2025 |
| #6 | -10.95% Jan 12, 2018 - Jun 20, 2019 | -12.51% Sep 5, 2014 - Dec 3, 2014 |
| #7 | -7.15% Nov 10, 2010 - Jul 29, 2011 | -10.95% Feb 25, 2026 - May 6, 2026 |
| #8 | -4.73% Dec 1, 2009 - Apr 26, 2010 | -10.36% Jul 28, 2023 - Dec 5, 2023 |
| #9 | -4.67% Nov 11, 2021 - Dec 31, 2021 | -9.62% May 15, 2024 - Sep 27, 2024 |
| #10 | -4.46% Feb 9, 2021 - Apr 19, 2021 | -7.70% Dec 5, 2014 - Jan 20, 2015 |
| #11 | -4.13% May 6, 2010 - Aug 9, 2010 | -7.66% Jul 24, 2019 - Sep 12, 2019 |
| #12 | -4.11% Aug 18, 2011 - Jan 4, 2012 | -6.28% Mar 3, 2023 - Apr 10, 2023 |
| #13 | -3.95% Feb 6, 2008 - Apr 14, 2008 | -5.85% Apr 30, 2019 - Jul 1, 2019 |
| #14 | -2.91% Jun 15, 2021 - Jul 6, 2021 | -5.19% Nov 12, 2025 - Dec 11, 2025 |
| #15 | -2.82% Dec 31, 2020 - Jan 19, 2021 | -5.11% Sep 27, 2024 - Jan 15, 2025 |
Correlation
Correlation between WIW and HEZU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
WIW vs HEZU dividend yield comparison.
| Year | WIW | HEZU |
|---|---|---|
| 2026 | 3.69% | 0.00% |
| 2025 | 8.68% | 2.92% |
| 2024 | 8.78% | 2.77% |
| 2023 | 10.38% | 2.52% |
| 2022 | 11.81% | 23.26% |
| 2021 | 6.93% | 2.25% |
| 2020 | 3.20% | 2.32% |
| 2019 | 3.74% | 5.40% |
| 2018 | 4.26% | 3.48% |
| 2017 | 3.70% | 1.92% |
| 2016 | 3.61% | 3.11% |
| 2015 | 3.91% | 2.68% |
| 2014 | 3.85% | 1.15% |
| 2013 | 3.36% | 0.00% |
| 2012 | 2.79% | 0.00% |
| 2011 | 4.20% | 0.00% |
| 2010 | 3.81% | 0.00% |
| 2009 | 4.15% | 0.00% |
| 2008 | 8.65% | 0.00% |
| 2007 | 6.31% | 0.00% |
| 2006 | 5.45% | 0.00% |
| 2005 | 7.92% | 0.00% |
| 2004 | 6.78% | 0.00% |
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