EVUS vs HIX

Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and Western Asset High Income Fund II Inc (HIX, ETF).

EVUS vs HIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVUS(ETF)	HIX(ETF)
Net Assets	$365M	$363M
Expense Ratio	0.18%	N/A
Max Drawdown	16.43%	72.39%
Sharpe Ratio	1.65	0.16
5Y Beta	0.70	0.37
P/E Ratio	22.59	N/A
Forward P/E	17.12	N/A
PEG Ratio	-1.58	N/A
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	13.02%	N/A
Debt to Equity	101.62%	N/A
P/S Ratio	2.38	N/A
P/B Ratio	3.71	N/A

Net Assets

Winner

EVUS

$365M

HIX

$363M

Expense Ratio

EVUS

0.18%

HIX

N/A

Max Drawdown

Winner

EVUS

16.43%

HIX

72.39%

Sharpe Ratio

Winner

EVUS

1.65

HIX

0.16

5Y Beta

EVUS

0.70

Winner

HIX

0.37

P/E Ratio

EVUS

22.59

HIX

N/A

Forward P/E

EVUS

17.12

HIX

N/A

PEG Ratio

EVUS

-1.58

HIX

N/A

5Y Dividends CAGR

EVUS

N/A

HIX

0.00%

5Y EPS CAGR

EVUS

13.02%

HIX

N/A

Debt to Equity

EVUS

101.62%

HIX

N/A

P/S Ratio

EVUS

2.38

HIX

N/A

P/B Ratio

EVUS

3.71

HIX

N/A

EVUS vs HIX - Historical Returns

Returns include dividend reinvestment.

Period	EVUS	HIX
1 month	+4.38%	+0.74%
3 months	+6.79%	+2.49%
6 months	+11.41%	-0.21%
1 year	+21.99%	+4.50%
5 years(CAGR)	N/A	-0.89%
10 years(CAGR)	N/A	+4.60%
Max(CAGR)	+13.45%	+7.56%

Winner

EVUS

+4.38%

HIX

+0.74%

Winner

EVUS

+6.79%

HIX

+2.49%

Winner

EVUS

+11.41%

HIX

-0.21%

Winner

EVUS

+21.99%

HIX

+4.50%

5Y(CAGR)

EVUS

N/A

HIX

-0.89%

10Y(CAGR)

EVUS

N/A

HIX

+4.60%

Max(CAGR)

Winner

EVUS

+13.45%

HIX

+7.56%

EVUS vs HIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVUS	HIX
2026	+16.24%	+2.62%
2025	+13.46%	+12.20%
2024	+13.75%	-3.63%
2023	+3.47%	+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%

EVUS vs HIX Drawdown Comparison

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

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

The current EVUS drawdown is -0.51%. The current HIX drawdown is -5.26%.

Rank	EVUS	HIX
#1	-15.65% Nov 29, 2024 - Aug 13, 2025	-60.88% May 4, 2007 - Sep 11, 2009
#2	-11.17% Jul 31, 2023 - Dec 13, 2023	-44.77% Feb 18, 2020 - Aug 20, 2020
#3	-9.40% Feb 2, 2023 - Jul 21, 2023	-38.72% Aug 18, 2021 - Oct 14, 2022
#4	-7.72% Feb 9, 2026 - Apr 17, 2026	-28.46% Jun 27, 2014 - Jan 24, 2017
#5	-5.44% Mar 28, 2024 - Jul 11, 2024	-25.23% Jun 10, 2002 - Mar 4, 2003
#6	-4.89% Jul 31, 2024 - Aug 19, 2024	-20.97% Mar 8, 2001 - Jan 11, 2002
#7	-4.41% Oct 27, 2025 - Dec 4, 2025	-19.03% Apr 1, 2004 - Oct 27, 2006
#8	-3.51% Oct 16, 2024 - Nov 6, 2024	-16.38% Oct 20, 2017 - Feb 25, 2019
#9	-3.11% Aug 30, 2024 - Sep 16, 2024	-16.29% Sep 11, 2000 - Jan 8, 2001
#10	-2.56% Oct 3, 2025 - Oct 20, 2025	-16.19% May 26, 2011 - Jan 6, 2012
#11	-2.30% Jun 4, 2026 - Jul 1, 2026	-15.17% May 21, 2013 - Apr 17, 2014
#12	-2.05% Jul 17, 2024 - Jul 30, 2024	-14.59% Oct 5, 2012 - Apr 24, 2013
#13	-1.96% Jan 8, 2024 - Jan 25, 2024	-14.51% Apr 15, 2010 - Aug 2, 2010
#14	-1.75% Jan 15, 2026 - Jan 22, 2026	-10.18% Jul 7, 2003 - Sep 5, 2003
#15	-1.72% Nov 11, 2024 - Nov 22, 2024	-9.05% Nov 5, 1999 - Jan 27, 2000

Correlation

Correlation between EVUS and HIX 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 HIX dividend yield comparison.

Year	EVUS	HIX
2026	0.70%	10.08%
2025	1.62%	14.13%
2024	1.99%	13.97%
2023	2.31%	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%