WATIX vs. WFBIX
Compare and contrast key facts about Western Asset Intermediate Bond Fund (WATIX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
WATIX is managed by Franklin Templeton. It was launched on Jul 1, 1994. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
WATIX vs. WFBIX - Performance Comparison
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WATIX vs. WFBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WATIX Western Asset Intermediate Bond Fund | -0.56% | 7.35% | 2.10% | 5.54% | -11.83% | -2.15% | 7.33% | 8.06% | 0.21% | 4.02% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.46% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
Returns By Period
In the year-to-date period, WATIX achieves a -0.56% return, which is significantly lower than WFBIX's -0.46% return. Both investments have delivered pretty close results over the past 10 years, with WATIX having a 1.92% annualized return and WFBIX not far ahead at 1.98%.
WATIX
- 1D
- 0.41%
- 1M
- -1.91%
- YTD
- -0.56%
- 6M
- 0.52%
- 1Y
- 4.21%
- 3Y*
- 3.78%
- 5Y*
- 0.35%
- 10Y*
- 1.92%
WFBIX
- 1D
- 0.44%
- 1M
- -2.37%
- YTD
- -0.46%
- 6M
- 0.51%
- 1Y
- 3.81%
- 3Y*
- 4.74%
- 5Y*
- 0.97%
- 10Y*
- 1.98%
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WATIX vs. WFBIX - Expense Ratio Comparison
WATIX has a 0.56% expense ratio, which is higher than WFBIX's 0.05% expense ratio.
Return for Risk
WATIX vs. WFBIX — Risk / Return Rank
WATIX
WFBIX
WATIX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Intermediate Bond Fund (WATIX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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.
| WATIX | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.97 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.38 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.73 | +0.38 |
Martin ratioReturn relative to average drawdown | 8.57 | 4.89 | +3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WATIX | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.97 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.15 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.38 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.94 | +0.03 |
Correlation
The correlation between WATIX and WFBIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WATIX vs. WFBIX - Dividend Comparison
WATIX's dividend yield for the trailing twelve months is around 3.64%, more than WFBIX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WATIX Western Asset Intermediate Bond Fund | 3.64% | 3.86% | 3.02% | 3.04% | 2.11% | 1.88% | 4.88% | 3.23% | 2.80% | 2.37% | 4.30% | 3.18% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.54% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
WATIX vs. WFBIX - Drawdown Comparison
The maximum WATIX drawdown since its inception was -16.72%, smaller than the maximum WFBIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for WATIX and WFBIX.
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Drawdown Indicators
| WATIX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.72% | -18.68% | +1.96% |
Max Drawdown (1Y)Largest decline over 1 year | -2.41% | -2.80% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -16.35% | -17.84% | +1.49% |
Max Drawdown (10Y)Largest decline over 10 years | -16.72% | -18.68% | +1.96% |
Current DrawdownCurrent decline from peak | -1.91% | -2.37% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -1.78% | -2.27% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.59% | 0.99% | -0.40% |
Volatility
WATIX vs. WFBIX - Volatility Comparison
The current volatility for Western Asset Intermediate Bond Fund (WATIX) is 1.15%, while iShares U.S. Aggregate Bond Index Fund (WFBIX) has a volatility of 1.58%. This indicates that WATIX experiences smaller price fluctuations and is considered to be less risky than WFBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WATIX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 1.58% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 2.59% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.23% | 4.42% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.49% | 6.37% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 5.15% | -1.36% |