WINC vs. WABF
Compare and contrast key facts about Western Asset Short Duration Income ETF (WINC) and Western Asset Bond ETF (WABF).
WINC and WABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WINC is an actively managed fund by Franklin Templeton. It was launched on Feb 7, 2019. WABF is an actively managed fund by Franklin. It was launched on Sep 19, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WINC or WABF.
Correlation
The correlation between WINC and WABF is 0.26, 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
WINC vs. WABF - Performance Comparison
Key characteristics
WINC:
3.21
WABF:
1.16
WINC:
4.99
WABF:
1.68
WINC:
1.71
WABF:
1.20
WINC:
3.84
WABF:
1.37
WINC:
22.38
WABF:
3.11
WINC:
0.30%
WABF:
2.36%
WINC:
2.07%
WABF:
6.35%
WINC:
-17.36%
WABF:
-5.36%
WINC:
0.00%
WABF:
-1.76%
Returns By Period
In the year-to-date period, WINC achieves a 2.08% return, which is significantly lower than WABF's 2.56% return.
WINC
2.08%
0.44%
2.71%
6.73%
3.71%
N/A
WABF
2.56%
0.44%
1.79%
7.71%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WINC vs. WABF - Expense Ratio Comparison
WINC has a 0.29% expense ratio, which is lower than WABF's 0.35% expense ratio.
Risk-Adjusted Performance
WINC vs. WABF — Risk-Adjusted Performance Rank
WINC
WABF
WINC vs. WABF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Short Duration Income ETF (WINC) and Western Asset Bond ETF (WABF). 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.
Dividends
WINC vs. WABF - Dividend Comparison
WINC's dividend yield for the trailing twelve months is around 4.82%, less than WABF's 6.62% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
WINC Western Asset Short Duration Income ETF | 4.82% | 4.92% | 4.35% | 2.49% | 1.95% | 3.90% | 3.72% |
WABF Western Asset Bond ETF | 6.62% | 6.25% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WINC vs. WABF - Drawdown Comparison
The maximum WINC drawdown since its inception was -17.36%, which is greater than WABF's maximum drawdown of -5.36%. Use the drawdown chart below to compare losses from any high point for WINC and WABF. For additional features, visit the drawdowns tool.
Volatility
WINC vs. WABF - Volatility Comparison
The current volatility for Western Asset Short Duration Income ETF (WINC) is 1.10%, while Western Asset Bond ETF (WABF) has a volatility of 2.91%. This indicates that WINC experiences smaller price fluctuations and is considered to be less risky than WABF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.