WABF vs. WINC
Compare and contrast key facts about Western Asset Bond ETF (WABF) and Western Asset Short Duration Income ETF (WINC).
WABF and WINC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WABF is an actively managed fund by Franklin. It was launched on Sep 19, 2023. WINC is an actively managed fund by Franklin Templeton. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WABF or WINC.
Correlation
The correlation between WABF and WINC is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
WABF vs. WINC - Performance Comparison
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Key characteristics
WABF:
0.73
WINC:
2.93
WABF:
1.21
WINC:
4.59
WABF:
1.14
WINC:
1.65
WABF:
0.98
WINC:
6.17
WABF:
2.16
WINC:
20.40
WABF:
2.42%
WINC:
0.30%
WABF:
6.32%
WINC:
2.03%
WABF:
-5.36%
WINC:
-17.36%
WABF:
-2.21%
WINC:
-0.10%
Returns By Period
In the year-to-date period, WABF achieves a 2.09% return, which is significantly lower than WINC's 2.23% return.
WABF
2.09%
0.62%
1.86%
4.88%
N/A
N/A
WINC
2.23%
0.44%
2.92%
5.89%
3.73%
N/A
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WABF vs. WINC - Expense Ratio Comparison
WABF has a 0.35% expense ratio, which is higher than WINC's 0.29% expense ratio.
Risk-Adjusted Performance
WABF vs. WINC — Risk-Adjusted Performance Rank
WABF
WINC
WABF vs. WINC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Bond ETF (WABF) and Western Asset Short Duration Income ETF (WINC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
WABF vs. WINC - Dividend Comparison
WABF's dividend yield for the trailing twelve months is around 6.92%, more than WINC's 4.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
WABF Western Asset Bond ETF | 6.92% | 6.25% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% |
WINC Western Asset Short Duration Income ETF | 4.81% | 4.92% | 4.35% | 2.49% | 1.95% | 3.90% | 3.72% |
Drawdowns
WABF vs. WINC - Drawdown Comparison
The maximum WABF drawdown since its inception was -5.36%, smaller than the maximum WINC drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for WABF and WINC. For additional features, visit the drawdowns tool.
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Volatility
WABF vs. WINC - Volatility Comparison
Western Asset Bond ETF (WABF) has a higher volatility of 1.76% compared to Western Asset Short Duration Income ETF (WINC) at 0.53%. This indicates that WABF's price experiences larger fluctuations and is considered to be riskier than WINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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