AAUA vs HIO
Comparison between ALPHA ARCHITECT US EQUITY 3 ETF (AAUA, ETF) and Western Asset High Income Opportunity Fund Inc (HIO, ETF).
AAUA vs HIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AAUA
$374M
HIO
$373M
Expense Ratio
AAUA
0.15%
HIO
N/A
Max Drawdown
Winner
AAUA
5.92%
HIO
68.83%
Sharpe Ratio
Winner
AAUA
2.55
HIO
0.07
5Y Beta
AAUA
1.19
Winner
HIO
0.36
P/E Ratio
AAUA
31.44
HIO
N/A
Forward P/E
AAUA
24.06
HIO
N/A
5Y Dividends CAGR
AAUA
N/A
HIO
3.83%
5Y EPS CAGR
AAUA
34.10%
HIO
N/A
P/S Ratio
AAUA
3.61
HIO
N/A
P/B Ratio
AAUA
7.39
HIO
N/A
AAUA vs HIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AAUA
+0.32%
HIO
+0.28%
3M
Winner
AAUA
+13.73%
HIO
+3.25%
6M
AAUA
N/A
HIO
+2.83%
1Y
AAUA
N/A
HIO
+3.47%
5Y(CAGR)
AAUA
N/A
HIO
+2.63%
10Y(CAGR)
AAUA
N/A
HIO
+5.92%
Max(CAGR)
Winner
AAUA
+61.69%
HIO
+6.07%
AAUA vs HIO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AAUA | HIO |
|---|---|---|
| 2026 | +13.31% | +3.50% |
| 2025 | N/A | +4.24% |
| 2024 | N/A | +11.22% |
| 2023 | N/A | +9.15% |
| 2022 | N/A | -16.61% |
| 2021 | N/A | +13.00% |
| 2020 | N/A | +6.07% |
| 2019 | N/A | +22.81% |
| 2018 | N/A | -8.66% |
| 2017 | N/A | +7.03% |
| 2016 | N/A | +17.18% |
| 2015 | N/A | -5.50% |
| 2014 | N/A | -3.52% |
| 2013 | N/A | -2.90% |
| 2012 | N/A | +12.31% |
| 2011 | N/A | +9.77% |
| 2010 | N/A | +11.29% |
| 2009 | N/A | +61.70% |
| 2008 | N/A | -26.06% |
| 2007 | N/A | -2.65% |
| 2006 | N/A | +22.13% |
| 2005 | N/A | -1.20% |
| 2004 | N/A | +2.18% |
| 2003 | N/A | +24.35% |
| 2002 | N/A | -7.05% |
| 2001 | N/A | -1.23% |
| 2000 | N/A | +11.80% |
| 1999 | N/A | -3.82% |
AAUA vs HIO Drawdown Comparison
The maximum drawdown for AAUA was -5.92%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The maximum drawdown for HIO was -49.61%, occurring on Nov 20, 2008. Recovery took 554 trading sessions.
The current AAUA drawdown is -2.03%. The current HIO drawdown is -1.89%.
| Rank | AAUA | HIO |
|---|---|---|
| #1 | -5.92% Mar 19, 2026 - Apr 8, 2026 | -49.61% Jun 1, 2007 - Aug 12, 2009 |
| #2 | -5.38% Jun 2, 2026 - Jun 10, 2026 | -40.57% Feb 20, 2020 - Aug 24, 2020 |
| #3 | -2.00% May 14, 2026 - May 26, 2026 | -32.15% Feb 15, 2001 - Jun 12, 2003 |
| #4 | -0.82% Apr 27, 2026 - Apr 30, 2026 | -26.19% Sep 9, 2021 - Sep 16, 2024 |
| #5 | -0.82% Apr 17, 2026 - Apr 22, 2026 | -20.75% Jun 18, 2014 - Aug 18, 2016 |
| #6 | -0.77% Apr 22, 2026 - Apr 24, 2026 | -16.72% Jan 20, 2004 - Nov 4, 2004 |
| #7 | -0.36% May 1, 2026 - May 5, 2026 | -15.95% Jul 31, 2000 - Jan 10, 2001 |
| #8 | -0.09% May 6, 2026 - May 8, 2026 | -15.05% May 12, 2011 - Jan 13, 2012 |
| #9 | -0.07% Apr 9, 2026 - Apr 13, 2026 | -13.29% Mar 7, 2025 - Jul 1, 2025 |
| #10 | -0.00% May 11, 2026 - May 13, 2026 | -13.25% Jan 2, 2018 - Jan 31, 2019 |
| #11 | N/A | -12.80% May 22, 2013 - May 8, 2014 |
| #12 | N/A | -11.36% Sep 24, 2012 - Jan 10, 2013 |
| #13 | N/A | -11.31% Apr 26, 2010 - Aug 9, 2010 |
| #14 | N/A | -10.95% Jun 13, 2003 - Dec 31, 2003 |
| #15 | N/A | -10.61% Nov 5, 1999 - May 31, 2000 |
Correlation
Correlation between AAUA and HIO is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
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