StockComparison Logo
vs

FDHY vs WIW

Comparison between FIDELITY ENHANCED HIGH YIELD ETF (FDHY, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

5-Year PerformanceFDHY has outperformed WIW, delivering a return of +4.0% compared to +0.6%

FDHY vs WIW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FDHY
$571M
WIW
$570M
Expense Ratio
FDHY
0.35%
WIW
N/A
Max Drawdown
Winner
FDHY
21.81%
WIW
47.87%
Sharpe Ratio
Winner
FDHY
0.81
WIW
-0.20
5Y Beta
FDHY
0.21
Winner
WIW
0.17
5Y Dividends CAGR
FDHY
2.65%
Winner
WIW
13.80%

FDHY vs WIW - Historical Returns

Returns include dividend reinvestment.

1M
FDHY
+1.55%
Winner
WIW
+1.60%
3M
Winner
FDHY
+1.70%
WIW
+0.83%
6M
Winner
FDHY
+2.71%
WIW
+0.94%
1Y
Winner
FDHY
+6.87%
WIW
+2.06%
5Y(CAGR)
Winner
FDHY
+3.96%
WIW
+0.64%
10Y(CAGR)
Winner
FDHY
+5.80%
WIW
+3.85%
Max(CAGR)
Winner
FDHY
+5.80%
WIW
+3.22%

FDHY vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearFDHYWIW
2026+3.92%+3.36%
2025+8.93%+12.87%
2024+8.05%+3.83%
2023+10.92%+5.18%
2022-11.21%-24.22%
2021+4.46%+17.98%
2020+10.41%+11.08%
2019+17.14%+17.46%
2018-2.14%-8.61%
2017N/A+6.79%
2016N/A+11.57%
2015N/A-6.44%
2014N/A+3.15%
2013N/A-12.26%
2012N/A+6.82%
2011N/A+5.55%
2010N/A+8.36%
2009N/A+16.80%
2008N/A-4.76%
2007N/A+8.12%
2006N/A+1.29%
2005N/A-1.60%
2004N/A-8.66%

FDHY vs WIW Drawdown Comparison

The maximum drawdown for FDHY was -20.01%, occurring on Mar 23, 2020. Recovery took 77 trading sessions.

The maximum drawdown for WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The current WIW drawdown is -4.78%.

RankFDHYWIW
#1-20.01%
Feb 18, 2020 - Jun 8, 2020
-29.45%
Dec 31, 2021 - Sep 29, 2022
#2-16.39%
Dec 27, 2021 - Mar 21, 2024
-29.11%
Jul 10, 2008 - Aug 19, 2009
#3-5.26%
Mar 5, 2025 - May 13, 2025
-24.98%
Feb 21, 2020 - Nov 16, 2020
#4-5.22%
Oct 2, 2018 - Jan 30, 2019
-20.83%
Mar 10, 2004 - Jan 2, 2008
#5-3.08%
Jun 8, 2020 - Jul 20, 2020
-16.93%
Apr 8, 2013 - Sep 20, 2017
#6-2.53%
Nov 9, 2021 - Dec 23, 2021
-10.95%
Jan 12, 2018 - Jun 20, 2019
#7-2.48%
Sep 2, 2020 - Oct 8, 2020
-7.15%
Nov 10, 2010 - Jul 29, 2011
#8-2.22%
Feb 12, 2021 - Apr 30, 2021
-4.73%
Dec 1, 2009 - Apr 26, 2010
#9-2.12%
Feb 13, 2026 - Apr 8, 2026
-4.67%
Nov 11, 2021 - Dec 31, 2021
#10-2.10%
Oct 22, 2020 - Nov 9, 2020
-4.46%
Feb 9, 2021 - Apr 19, 2021
#11-1.94%
Mar 28, 2024 - May 3, 2024
-4.13%
May 6, 2010 - Aug 9, 2010
#12-1.85%
Dec 6, 2024 - Jan 27, 2025
-4.11%
Aug 18, 2011 - Jan 4, 2012
#13-1.52%
Sep 15, 2021 - Nov 9, 2021
-3.95%
Feb 6, 2008 - Apr 14, 2008
#14-1.37%
Sep 30, 2024 - Nov 25, 2024
-2.91%
Jun 15, 2021 - Jul 6, 2021
#15-1.37%
May 15, 2024 - Jun 5, 2024
-2.82%
Dec 31, 2020 - Jan 19, 2021

Correlation

Correlation between FDHY and WIW is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2004 - 2026)

FDHY vs WIW dividend yield comparison.

YearFDHYWIW
20263.74%5.98%
20256.56%8.68%
20246.58%8.78%
20236.26%10.38%
20225.34%11.81%
20216.09%6.93%
20205.78%3.20%
20194.94%3.74%
20182.55%4.26%
20170.00%3.70%
20160.00%3.61%
20150.00%3.91%
20140.00%3.85%
20130.00%3.36%
20120.00%2.79%
20110.00%4.20%
20100.00%3.81%
20090.00%4.15%
20080.00%8.65%
20070.00%6.31%
20060.00%5.45%
20050.00%7.92%
20040.00%6.78%

Select Stocks to Compare