WIW vs. VTAPX
Compare and contrast key facts about Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Performance
WIW vs. VTAPX - Performance Comparison
Loading graphics...
WIW vs. VTAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 0.67% | 13.17% | 3.83% | 5.10% | -25.30% | 17.66% | 11.46% | 18.27% | -7.57% | 6.46% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 0.97% | 6.03% | 4.73% | 4.59% | -2.84% | 5.26% | 4.97% | 4.85% | 0.53% | 0.82% |
Returns By Period
In the year-to-date period, WIW achieves a 0.67% return, which is significantly lower than VTAPX's 0.97% return. Over the past 10 years, WIW has outperformed VTAPX with an annualized return of 3.93%, while VTAPX has yielded a comparatively lower 3.05% annualized return.
WIW
- 1D
- 1.20%
- 1M
- -2.15%
- YTD
- 0.67%
- 6M
- -0.63%
- 1Y
- 4.94%
- 3Y*
- 6.53%
- 5Y*
- 1.95%
- 10Y*
- 3.93%
VTAPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.97%
- 6M
- 1.31%
- 1Y
- 3.86%
- 3Y*
- 4.67%
- 5Y*
- 3.48%
- 10Y*
- 3.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WIW vs. VTAPX - Expense Ratio Comparison
Return for Risk
WIW vs. VTAPX — Risk / Return Rank
WIW
VTAPX
WIW vs. VTAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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.
| WIW | VTAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.28 | -1.67 |
Sortino ratioReturn per unit of downside risk | 0.87 | 3.41 | -2.54 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.49 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 4.65 | -3.41 |
Martin ratioReturn relative to average drawdown | 3.49 | 14.74 | -11.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WIW | VTAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.28 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 1.31 | -1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 1.37 | -0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.04 | -0.73 |
Correlation
The correlation between WIW and VTAPX is 0.39, 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.
Dividends
WIW vs. VTAPX - Dividend Comparison
WIW's dividend yield for the trailing twelve months is around 8.87%, more than VTAPX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 8.87% | 8.68% | 8.78% | 10.38% | 11.81% | 6.93% | 3.20% | 3.74% | 4.26% | 3.70% | 3.61% | 3.91% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 3.55% | 3.78% | 2.68% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% |
Drawdowns
WIW vs. VTAPX - Drawdown Comparison
The maximum WIW drawdown since its inception was -29.49%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for WIW and VTAPX.
Loading graphics...
Drawdown Indicators
| WIW | VTAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.49% | -5.33% | -24.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -0.92% | -3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -29.49% | -5.33% | -24.16% |
Max Drawdown (10Y)Largest decline over 10 years | -29.49% | -5.33% | -24.16% |
Current DrawdownCurrent decline from peak | -7.13% | -0.28% | -6.85% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -1.04% | -6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 0.29% | +1.33% |
Volatility
WIW vs. VTAPX - Volatility Comparison
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a higher volatility of 2.37% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.59%. This indicates that WIW's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WIW | VTAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 0.59% | +1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 4.91% | 0.96% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.12% | 1.79% | +6.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.27% | 2.67% | +7.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.01% | 2.23% | +7.78% |