EVUS vs HIO
Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and Western Asset High Income Opportunity Fund Inc (HIO, ETF).
EVUS vs HIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVUS
$365M
Winner
HIO
$365M
Expense Ratio
EVUS
0.18%
HIO
N/A
Max Drawdown
Winner
EVUS
16.43%
HIO
68.83%
Sharpe Ratio
Winner
EVUS
1.65
HIO
-0.31
5Y Beta
EVUS
0.70
Winner
HIO
0.36
P/E Ratio
EVUS
22.59
HIO
N/A
Forward P/E
EVUS
17.12
HIO
N/A
PEG Ratio
EVUS
-1.58
HIO
N/A
5Y Dividends CAGR
EVUS
N/A
HIO
2.58%
5Y EPS CAGR
EVUS
13.02%
HIO
N/A
Debt to Equity
EVUS
101.62%
HIO
N/A
P/S Ratio
EVUS
2.38
HIO
N/A
P/B Ratio
EVUS
3.71
HIO
N/A
EVUS vs HIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVUS
+4.38%
HIO
-0.13%
3M
Winner
EVUS
+6.79%
HIO
-1.21%
6M
Winner
EVUS
+11.41%
HIO
-1.80%
1Y
Winner
EVUS
+21.99%
HIO
-0.13%
5Y(CAGR)
EVUS
N/A
HIO
+1.90%
10Y(CAGR)
EVUS
N/A
HIO
+5.12%
Max(CAGR)
Winner
EVUS
+13.45%
HIO
+5.97%
EVUS vs HIO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EVUS | HIO |
|---|---|---|
| 2026 | +16.24% | +1.97% |
| 2025 | +13.46% | +4.24% |
| 2024 | +13.75% | +11.22% |
| 2023 | +3.47% | +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% |
EVUS vs HIO Drawdown Comparison
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for HIO was -49.61%, occurring on Nov 20, 2008. Recovery took 554 trading sessions.
The current EVUS drawdown is -0.51%. The current HIO drawdown is -3.34%.
| Rank | EVUS | HIO |
|---|---|---|
| #1 | -15.65% Nov 29, 2024 - Aug 13, 2025 | -49.61% Jun 1, 2007 - Aug 12, 2009 |
| #2 | -11.17% Jul 31, 2023 - Dec 13, 2023 | -40.57% Feb 20, 2020 - Aug 24, 2020 |
| #3 | -9.40% Feb 2, 2023 - Jul 21, 2023 | -32.15% Feb 15, 2001 - Jun 12, 2003 |
| #4 | -7.72% Feb 9, 2026 - Apr 17, 2026 | -26.19% Sep 9, 2021 - Sep 16, 2024 |
| #5 | -5.44% Mar 28, 2024 - Jul 11, 2024 | -20.75% Jun 18, 2014 - Aug 18, 2016 |
| #6 | -4.89% Jul 31, 2024 - Aug 19, 2024 | -16.72% Jan 20, 2004 - Nov 4, 2004 |
| #7 | -4.41% Oct 27, 2025 - Dec 4, 2025 | -15.95% Jul 31, 2000 - Jan 10, 2001 |
| #8 | -3.51% Oct 16, 2024 - Nov 6, 2024 | -15.05% May 12, 2011 - Jan 13, 2012 |
| #9 | -3.11% Aug 30, 2024 - Sep 16, 2024 | -13.29% Mar 7, 2025 - Jul 1, 2025 |
| #10 | -2.56% Oct 3, 2025 - Oct 20, 2025 | -13.25% Jan 2, 2018 - Jan 31, 2019 |
| #11 | -2.30% Jun 4, 2026 - Jul 1, 2026 | -12.80% May 22, 2013 - May 8, 2014 |
| #12 | -2.05% Jul 17, 2024 - Jul 30, 2024 | -11.36% Sep 24, 2012 - Jan 10, 2013 |
| #13 | -1.96% Jan 8, 2024 - Jan 25, 2024 | -11.31% Apr 26, 2010 - Aug 9, 2010 |
| #14 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -10.95% Jun 13, 2003 - Dec 31, 2003 |
| #15 | -1.72% Nov 11, 2024 - Nov 22, 2024 | -10.61% Nov 5, 1999 - May 31, 2000 |
Correlation
Correlation between EVUS and HIO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
EVUS vs HIO dividend yield comparison.
| Year | EVUS | HIO |
|---|---|---|
| 2026 | 0.70% | 8.16% |
| 2025 | 1.62% | 11.48% |
| 2024 | 1.99% | 10.84% |
| 2023 | 2.31% | 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% |
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