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WIW vs USSG

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and XTRACKERS MSCI USA SELECTION EQUITY ETF (USSG, ETF).

5-Year PerformanceUSSG has outperformed WIW, delivering a return of +13.0% compared to +0.6%

WIW vs USSG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
WIW
$570M
USSG
$569M
Expense Ratio
WIW
N/A
USSG
0.09%
Max Drawdown
WIW
47.87%
Winner
USSG
34.43%
Sharpe Ratio
WIW
-0.20
Winner
USSG
1.26
5Y Beta
Winner
WIW
0.17
USSG
0.99
P/E Ratio
WIW
N/A
USSG
26.89
Forward P/E
WIW
N/A
USSG
22.16
PEG Ratio
WIW
N/A
USSG
0.60
5Y Dividends CAGR
Winner
WIW
13.80%
USSG
13.25%
5Y EPS CAGR
WIW
N/A
USSG
31.71%
Debt to Equity
WIW
N/A
USSG
33.95%
P/S Ratio
WIW
N/A
USSG
4.18
P/B Ratio
WIW
N/A
USSG
6.67

WIW vs USSG - Historical Returns

Returns include dividend reinvestment.

1M
WIW
+1.60%
Winner
USSG
+6.38%
3M
WIW
+0.83%
Winner
USSG
+4.15%
6M
WIW
+0.94%
Winner
USSG
+12.70%
1Y
WIW
+2.06%
Winner
USSG
+23.07%
5Y(CAGR)
WIW
+0.64%
Winner
USSG
+13.03%
10Y(CAGR)
WIW
+3.85%
USSG
N/A
Max(CAGR)
WIW
+3.22%
Winner
USSG
+16.96%

WIW vs USSG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearWIWUSSG
2026+3.36%+13.87%
2025+12.87%+19.28%
2024+3.83%+24.17%
2023+5.18%+29.32%
2022-24.22%-20.53%
2021+17.98%+33.36%
2020+11.08%+17.84%
2019+17.46%+19.24%
2018-8.61%N/A
2017+6.79%N/A
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 USSG 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 USSG was -34.09%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current WIW drawdown is -4.78%. The current USSG drawdown is -0.81%.

RankWIWUSSG
#1-29.45%
Dec 31, 2021 - Sep 29, 2022
-34.09%
Feb 19, 2020 - Aug 24, 2020
#2-29.11%
Jul 10, 2008 - Aug 19, 2009
-27.01%
Dec 29, 2021 - Dec 13, 2023
#3-24.98%
Feb 21, 2020 - Nov 16, 2020
-20.00%
Jan 23, 2025 - Jun 26, 2025
#4-20.83%
Mar 10, 2004 - Jan 2, 2008
-11.20%
Jan 28, 2026 - Apr 17, 2026
#5-16.93%
Apr 8, 2013 - Sep 20, 2017
-9.43%
Jul 16, 2024 - Sep 19, 2024
#6-10.95%
Jan 12, 2018 - Jun 20, 2019
-8.89%
Sep 2, 2020 - Nov 11, 2020
#7-7.15%
Nov 10, 2010 - Jul 29, 2011
-6.26%
Mar 28, 2024 - May 15, 2024
#8-4.73%
Dec 1, 2009 - Apr 26, 2010
-6.14%
Apr 29, 2019 - Jun 20, 2019
#9-4.67%
Nov 11, 2021 - Dec 31, 2021
-5.57%
Jul 26, 2019 - Oct 25, 2019
#10-4.46%
Feb 9, 2021 - Apr 19, 2021
-5.16%
Dec 11, 2024 - Jan 23, 2025
#11-4.13%
May 6, 2010 - Aug 9, 2010
-5.01%
Sep 2, 2021 - Oct 19, 2021
#12-4.11%
Aug 18, 2011 - Jan 4, 2012
-4.88%
Oct 29, 2025 - Dec 11, 2025
#13-3.95%
Feb 6, 2008 - Apr 14, 2008
-4.64%
Feb 12, 2021 - Mar 11, 2021
#14-2.91%
Jun 15, 2021 - Jul 6, 2021
-4.60%
Nov 8, 2021 - Dec 27, 2021
#15-2.82%
Dec 31, 2020 - Jan 19, 2021
-4.24%
Jun 1, 2026 - Aug 3, 2026

Correlation

Correlation between WIW and USSG is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2004 - 2026)

WIW vs USSG dividend yield comparison.

YearWIWUSSG
20265.98%0.44%
20258.68%1.02%
20248.78%1.13%
202310.38%1.60%
202211.81%1.52%
20216.93%1.13%
20203.20%1.42%
20193.74%1.21%
20184.26%0.00%
20173.70%0.00%
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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