WIW vs SPY
Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed WIW, delivering a return of +13.3% compared to +0.7%
WIW vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WIW vs SPY - Historical Returns
Returns include dividend reinvestment.
WIW vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WIW | SPY |
|---|---|---|
| 2026 | +2.27% | +8.26% |
| 2025 | +12.87% | +18.00% |
| 2024 | +3.83% | +25.59% |
| 2023 | +5.18% | +26.72% |
| 2022 | -24.22% | -18.64% |
| 2021 | +17.98% | +30.52% |
| 2020 | +11.08% | +17.28% |
| 2019 | +17.46% | +31.09% |
| 2018 | -8.61% | -5.24% |
| 2017 | +6.79% | +20.78% |
| 2016 | +11.57% | +13.59% |
| 2015 | -6.44% | +1.31% |
| 2014 | +3.15% | +14.56% |
| 2013 | -12.26% | +29.00% |
| 2012 | +6.82% | +14.17% |
| 2011 | +5.55% | +0.85% |
| 2010 | +8.36% | +13.14% |
| 2009 | +16.80% | +22.67% |
| 2008 | -4.76% | -36.25% |
| 2007 | +8.12% | +5.32% |
| 2006 | +1.29% | +13.85% |
| 2005 | -1.60% | +5.32% |
| 2004 | -8.66% | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
WIW vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WIW drawdown is -5.79%. The current SPY drawdown is -2.90%.
| Rank | WIW | SPY |
|---|---|---|
| #1 | -29.45% Dec 31, 2021 - Sep 29, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -29.11% Jul 10, 2008 - Aug 19, 2009 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -24.98% Feb 21, 2020 - Nov 16, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.83% Mar 10, 2004 - Jan 2, 2008 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.93% Apr 8, 2013 - Sep 20, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.95% Jan 12, 2018 - Jun 20, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.15% Nov 10, 2010 - Jul 29, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.73% Dec 1, 2009 - Apr 26, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.67% Nov 11, 2021 - Dec 31, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.46% Feb 9, 2021 - Apr 19, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.13% May 6, 2010 - Aug 9, 2010 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.11% Aug 18, 2011 - Jan 4, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.95% Feb 6, 2008 - Apr 14, 2008 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.91% Jun 15, 2021 - Jul 6, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.82% Dec 31, 2020 - Jan 19, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WIW and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WIW vs SPY dividend yield comparison.
| Year | WIW | SPY |
|---|---|---|
| 2026 | 3.69% | 0.24% |
| 2025 | 8.68% | 1.07% |
| 2024 | 8.78% | 1.21% |
| 2023 | 10.38% | 1.40% |
| 2022 | 11.81% | 1.65% |
| 2021 | 6.93% | 1.20% |
| 2020 | 3.20% | 1.52% |
| 2019 | 3.74% | 1.75% |
| 2018 | 4.26% | 2.04% |
| 2017 | 3.70% | 1.80% |
| 2016 | 3.61% | 2.03% |
| 2015 | 3.91% | 2.06% |
| 2014 | 3.85% | 1.87% |
| 2013 | 3.36% | 1.81% |
| 2012 | 2.79% | 2.18% |
| 2011 | 4.20% | 2.05% |
| 2010 | 3.81% | 1.80% |
| 2009 | 4.15% | 1.95% |
| 2008 | 8.65% | 3.02% |
| 2007 | 6.31% | 1.85% |
| 2006 | 5.45% | 1.73% |
| 2005 | 7.92% | 1.73% |
| 2004 | 6.78% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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