AVMC vs HIO

Comparison between AVANTIS U.S. MID CAP EQUITY ETF (AVMC, ETF) and Western Asset High Income Opportunity Fund Inc (HIO, ETF).

AVMC vs HIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVMC(ETF)	HIO(ETF)
Net Assets	$374M	$375M
Expense Ratio	0.18%	N/A
Max Drawdown	22.33%	68.83%
Sharpe Ratio	1.25	-0.04
5Y Beta	0.93	0.36
P/E Ratio	25.37	N/A
Forward P/E	15.80	N/A
5Y Dividends CAGR	N/A	3.83%
5Y EPS CAGR	15.01%	N/A
P/S Ratio	1.62	N/A
P/B Ratio	2.99	N/A

Net Assets

AVMC

$374M

Winner

HIO

$375M

Expense Ratio

AVMC

0.18%

HIO

N/A

Max Drawdown

Winner

AVMC

22.33%

HIO

68.83%

Sharpe Ratio

Winner

AVMC

1.25

HIO

-0.04

5Y Beta

AVMC

0.93

Winner

HIO

0.36

P/E Ratio

AVMC

25.37

HIO

N/A

Forward P/E

AVMC

15.80

HIO

N/A

5Y Dividends CAGR

AVMC

N/A

HIO

3.83%

5Y EPS CAGR

AVMC

15.01%

HIO

N/A

P/S Ratio

AVMC

1.62

HIO

N/A

P/B Ratio

AVMC

2.99

HIO

N/A

AVMC vs HIO - Historical Returns

Returns include dividend reinvestment.

Period	AVMC	HIO
1 month	+0.21%	-1.50%
3 months	+4.80%	-0.92%
6 months	+10.32%	+0.05%
1 year	+22.27%	+2.94%
5 years(CAGR)	N/A	+2.35%
10 years(CAGR)	N/A	+5.68%
Max(CAGR)	+21.20%	+6.00%

Winner

AVMC

+0.21%

HIO

-1.50%

Winner

AVMC

+4.80%

HIO

-0.92%

Winner

AVMC

+10.32%

HIO

+0.05%

Winner

AVMC

+22.27%

HIO

+2.94%

5Y(CAGR)

AVMC

N/A

HIO

+2.35%

10Y(CAGR)

AVMC

N/A

HIO

+5.68%

Max(CAGR)

Winner

AVMC

+21.20%

HIO

+6.00%

AVMC vs HIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AVMC	HIO
2026	+9.18%	+1.51%
2025	+10.13%	+4.24%
2024	+17.49%	+11.22%
2023	+15.38%	+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%

AVMC vs HIO Drawdown Comparison

The maximum drawdown for AVMC was -21.83%, occurring on Apr 8, 2025. Recovery took 192 trading sessions.

The maximum drawdown for HIO was -49.61%, occurring on Nov 20, 2008. Recovery took 554 trading sessions.

The current AVMC drawdown is -1.78%. The current HIO drawdown is -3.77%.

Rank	AVMC	HIO
#1	-21.83% Nov 25, 2024 - Sep 4, 2025	-49.61% Jun 1, 2007 - Aug 12, 2009
#2	-7.90% Feb 26, 2026 - Apr 17, 2026	-40.57% Feb 20, 2020 - Aug 24, 2020
#3	-7.87% Jul 16, 2024 - Aug 30, 2024	-32.15% Feb 15, 2001 - Jun 12, 2003
#4	-7.09% Mar 28, 2024 - Jul 16, 2024	-26.19% Sep 9, 2021 - Sep 16, 2024
#5	-5.05% Sep 11, 2025 - Nov 26, 2025	-20.75% Jun 18, 2014 - Aug 18, 2016
#6	-4.68% Aug 30, 2024 - Sep 19, 2024	-16.72% Jan 20, 2004 - Nov 4, 2004
#7	-4.11% Dec 28, 2023 - Feb 9, 2024	-15.95% Jul 31, 2000 - Jan 10, 2001
#8	-3.47% May 6, 2026 - May 28, 2026	-15.05% May 12, 2011 - Jan 13, 2012
#9	-2.69% Nov 11, 2024 - Nov 22, 2024	-13.29% Mar 7, 2025 - Jul 1, 2025
#10	-2.51% Oct 18, 2024 - Nov 6, 2024	-13.25% Jan 2, 2018 - Jan 31, 2019
#11	-2.09% Feb 12, 2024 - Feb 15, 2024	-12.80% May 22, 2013 - May 8, 2014
#12	-2.03% Dec 11, 2025 - Jan 5, 2026	-11.36% Sep 24, 2012 - Jan 10, 2013
#13	-1.91% Jan 15, 2026 - Jan 22, 2026	-11.31% Apr 26, 2010 - Aug 9, 2010
#14	-1.78% Jun 4, 2026 - Jun 5, 2026	-10.95% Jun 13, 2003 - Dec 31, 2003
#15	-1.65% Feb 11, 2026 - Feb 18, 2026	-10.61% Nov 5, 1999 - May 31, 2000

Correlation

Correlation between AVMC and HIO is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

AVMC vs HIO dividend yield comparison.

Year	AVMC	HIO
2026	0.19%	4.97%
2025	1.12%	11.48%
2024	1.02%	10.84%
2023	0.24%	9.90%
2022	0.00%	9.11%
2021	0.00%	7.02%
2020	0.00%	7.86%
2019	0.00%	6.91%
2018	0.00%	7.31%
2017	0.00%	7.04%
2016	0.00%	8.44%
2015	0.00%	9.08%
2014	0.00%	8.06%
2013	0.00%	8.55%
2012	0.00%	7.81%
2011	0.00%	8.47%
2010	0.00%	9.70%
2009	0.00%	10.33%
2008	0.00%	14.47%
2007	0.00%	9.08%
2006	0.00%	9.04%
2005	0.00%	9.44%
2004	0.00%	8.93%
2003	0.00%	9.94%
2002	0.00%	12.25%
2001	0.00%	14.16%
2000	0.00%	11.14%
1999	0.00%	1.88%