CAML vs HIX

Comparison between CONGRESS LARGE CAP GROWTH ETF (CAML, ETF) and Western Asset High Income Fund II Inc (HIX, ETF).

CAML vs HIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAML(ETF)	HIX(ETF)
Net Assets	$376M	$377M
Expense Ratio	0.65%	N/A
Max Drawdown	21.06%	72.39%
Sharpe Ratio	0.57	0.32
5Y Beta	1.09	0.37
P/E Ratio	39.17	N/A
Forward P/E	32.13	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	N/A	1.61%
5Y EPS CAGR	36.02%	N/A
Debt to Equity	22.89%	N/A
P/S Ratio	7.50	N/A
P/B Ratio	10.76	N/A

Net Assets

CAML

$376M

Winner

HIX

$377M

Expense Ratio

CAML

0.65%

HIX

N/A

Max Drawdown

Winner

CAML

21.06%

HIX

72.39%

Sharpe Ratio

Winner

CAML

0.57

HIX

0.32

5Y Beta

CAML

1.09

Winner

HIX

0.37

P/E Ratio

CAML

39.17

HIX

N/A

Forward P/E

CAML

32.13

HIX

N/A

PEG Ratio

CAML

0.61

HIX

N/A

5Y Dividends CAGR

CAML

N/A

HIX

1.61%

5Y EPS CAGR

CAML

36.02%

HIX

N/A

Debt to Equity

CAML

22.89%

HIX

N/A

P/S Ratio

CAML

7.50

HIX

N/A

P/B Ratio

CAML

10.76

HIX

N/A

CAML vs HIX - Historical Returns

Returns include dividend reinvestment.

Period	CAML	HIX
1 month	+1.11%	-0.79%
3 months	+5.80%	-0.04%
6 months	+0.67%	+1.30%
1 year	+11.57%	+6.47%
5 years(CAGR)	N/A	+0.01%
10 years(CAGR)	N/A	+5.07%
Max(CAGR)	+17.55%	+7.51%

Winner

CAML

+1.11%

HIX

-0.79%

Winner

CAML

+5.80%

HIX

-0.04%

CAML

+0.67%

Winner

HIX

+1.30%

Winner

CAML

+11.57%

HIX

+6.47%

5Y(CAGR)

CAML

N/A

HIX

+0.01%

10Y(CAGR)

CAML

N/A

HIX

+5.07%

Max(CAGR)

Winner

CAML

+17.55%

HIX

+7.51%

CAML vs HIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CAML	HIX
2026	+2.53%	-0.38%
2025	+12.46%	+12.20%
2024	+24.65%	-3.63%
2023	+10.13%	+11.18%
2022	N/A	-23.61%
2021	N/A	+14.51%
2020	N/A	+12.10%
2019	N/A	+25.96%
2018	N/A	-11.22%
2017	N/A	+7.61%
2016	N/A	+24.05%
2015	N/A	-14.83%
2014	N/A	+0.11%
2013	N/A	+1.16%
2012	N/A	+9.05%
2011	N/A	+14.21%
2010	N/A	+12.88%
2009	N/A	+99.91%
2008	N/A	-40.91%
2007	N/A	-0.43%
2006	N/A	+20.35%
2005	N/A	-9.75%
2004	N/A	+3.15%
2003	N/A	+46.62%
2002	N/A	+4.20%
2001	N/A	+7.38%
2000	N/A	+22.60%
1999	N/A	-1.26%

CAML vs HIX Drawdown Comparison

The maximum drawdown for CAML was -21.06%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.

The current CAML drawdown is -3.66%. The current HIX drawdown is -8.04%.

Rank	CAML	HIX
#1	-21.06% Feb 10, 2025 - Jun 27, 2025	-60.88% May 4, 2007 - Sep 11, 2009
#2	-14.86% Oct 29, 2025 - May 28, 2026	-44.77% Feb 18, 2020 - Aug 20, 2020
#3	-9.71% Jul 16, 2024 - Sep 19, 2024	-38.72% Aug 18, 2021 - Oct 14, 2022
#4	-9.04% Sep 1, 2023 - Nov 14, 2023	-28.46% Jun 27, 2014 - Jan 24, 2017
#5	-6.33% Mar 21, 2024 - May 15, 2024	-25.23% Jun 10, 2002 - Mar 4, 2003
#6	-5.78% Dec 4, 2024 - Feb 10, 2025	-20.97% Mar 8, 2001 - Jan 11, 2002
#7	-3.66% Jun 2, 2026 - Jun 5, 2026	-19.03% Apr 1, 2004 - Oct 27, 2006
#8	-3.08% Oct 8, 2025 - Oct 24, 2025	-16.38% Oct 20, 2017 - Feb 25, 2019
#9	-3.05% Oct 18, 2024 - Nov 6, 2024	-16.29% Sep 11, 2000 - Jan 8, 2001
#10	-3.04% Nov 12, 2024 - Nov 26, 2024	-16.19% May 26, 2011 - Jan 6, 2012
#11	-2.72% Dec 19, 2023 - Jan 10, 2024	-15.17% May 21, 2013 - Apr 17, 2014
#12	-2.49% May 15, 2024 - Jun 10, 2024	-14.59% Oct 5, 2012 - Apr 24, 2013
#13	-2.11% Feb 9, 2024 - Feb 22, 2024	-14.51% Apr 15, 2010 - Aug 2, 2010
#14	-2.05% Aug 12, 2025 - Aug 28, 2025	-10.18% Jul 7, 2003 - Sep 5, 2003
#15	-1.92% Jul 30, 2025 - Aug 6, 2025	-9.05% Nov 5, 1999 - Jan 27, 2000

Correlation

Correlation between CAML and HIX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

CAML vs HIX dividend yield comparison.

Year	CAML	HIX
2026	0.00%	6.25%
2025	0.00%	14.13%
2024	0.06%	13.97%
2023	0.15%	11.85%
2022	0.00%	12.15%
2021	0.00%	8.21%
2020	0.00%	8.53%
2019	0.00%	8.28%
2018	0.00%	9.50%
2017	0.00%	8.73%
2016	0.00%	10.53%
2015	0.00%	13.12%
2014	0.00%	10.08%
2013	0.00%	10.14%
2012	0.00%	10.22%
2011	0.00%	10.48%
2010	0.00%	11.58%
2009	0.00%	12.45%
2008	0.00%	21.58%
2007	0.00%	9.31%
2006	0.00%	7.75%
2005	0.00%	10.12%
2004	0.00%	10.68%
2003	0.00%	11.25%
2002	0.00%	13.81%
2001	0.00%	13.35%
2000	0.00%	13.85%
1999	0.00%	2.29%