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HIO vs EVUS

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

HIO vs EVUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HIO
$365M
EVUS
$365M
Expense Ratio
HIO
N/A
EVUS
0.18%
Max Drawdown
HIO
68.83%
Winner
EVUS
16.43%
Sharpe Ratio
HIO
-0.30
Winner
EVUS
1.58
5Y Beta
Winner
HIO
0.36
EVUS
0.70
P/E Ratio
HIO
N/A
EVUS
22.59
Forward P/E
HIO
N/A
EVUS
17.13
PEG Ratio
HIO
N/A
EVUS
-1.58
5Y Dividends CAGR
HIO
4.10%
EVUS
N/A
5Y EPS CAGR
HIO
N/A
EVUS
13.02%
Debt to Equity
HIO
N/A
EVUS
101.62%
P/S Ratio
HIO
N/A
EVUS
2.38
P/B Ratio
HIO
N/A
EVUS
3.71

HIO vs EVUS - Historical Returns

Returns include dividend reinvestment.

1M
HIO
-2.32%
Winner
EVUS
+4.20%
3M
HIO
-0.81%
Winner
EVUS
+7.25%
6M
HIO
-2.45%
Winner
EVUS
+10.31%
1Y
HIO
+0.14%
Winner
EVUS
+22.70%
5Y(CAGR)
HIO
+1.92%
EVUS
N/A
10Y(CAGR)
HIO
+5.05%
EVUS
N/A
Max(CAGR)
HIO
+5.98%
Winner
EVUS
+13.40%

HIO vs EVUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHIOEVUS
2026+2.10%+15.92%
2025+4.24%+13.46%
2024+11.22%+13.75%
2023+9.15%+3.47%
2022-16.61%N/A
2021+13.00%N/A
2020+6.07%N/A
2019+22.81%N/A
2018-8.66%N/A
2017+7.03%N/A
2016+17.18%N/A
2015-5.50%N/A
2014-3.52%N/A
2013-2.90%N/A
2012+12.31%N/A
2011+9.77%N/A
2010+11.29%N/A
2009+61.70%N/A
2008-26.06%N/A
2007-2.65%N/A
2006+22.13%N/A
2005-1.20%N/A
2004+2.18%N/A
2003+24.35%N/A
2002-7.05%N/A
2001-1.23%N/A
2000+11.80%N/A
1999-3.82%N/A

HIO vs EVUS Drawdown Comparison

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

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

The current HIO drawdown is -3.22%. The current EVUS drawdown is -0.79%.

RankHIOEVUS
#1-49.61%
Jun 1, 2007 - Aug 12, 2009		-15.65%
Nov 29, 2024 - Aug 13, 2025
#2-40.57%
Feb 20, 2020 - Aug 24, 2020		-11.17%
Jul 31, 2023 - Dec 13, 2023
#3-32.15%
Feb 15, 2001 - Jun 12, 2003		-9.40%
Feb 2, 2023 - Jul 21, 2023
#4-26.19%
Sep 9, 2021 - Sep 16, 2024		-7.72%
Feb 9, 2026 - Apr 17, 2026
#5-20.75%
Jun 18, 2014 - Aug 18, 2016		-5.44%
Mar 28, 2024 - Jul 11, 2024
#6-16.72%
Jan 20, 2004 - Nov 4, 2004		-4.89%
Jul 31, 2024 - Aug 19, 2024
#7-15.95%
Jul 31, 2000 - Jan 10, 2001		-4.41%
Oct 27, 2025 - Dec 4, 2025
#8-15.05%
May 12, 2011 - Jan 13, 2012		-3.51%
Oct 16, 2024 - Nov 6, 2024
#9-13.29%
Mar 7, 2025 - Jul 1, 2025		-3.11%
Aug 30, 2024 - Sep 16, 2024
#10-13.25%
Jan 2, 2018 - Jan 31, 2019		-2.56%
Oct 3, 2025 - Oct 20, 2025
#11-12.80%
May 22, 2013 - May 8, 2014		-2.30%
Jun 4, 2026 - Jul 1, 2026
#12-11.36%
Sep 24, 2012 - Jan 10, 2013		-2.05%
Jul 17, 2024 - Jul 30, 2024
#13-11.31%
Apr 26, 2010 - Aug 9, 2010		-1.96%
Jan 8, 2024 - Jan 25, 2024
#14-10.95%
Jun 13, 2003 - Dec 31, 2003		-1.75%
Jan 15, 2026 - Jan 22, 2026
#15-10.61%
Nov 5, 1999 - May 31, 2000		-1.72%
Nov 11, 2024 - Nov 22, 2024

Correlation

Correlation between HIO and EVUS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

HIO vs EVUS dividend yield comparison.

YearHIOEVUS
20267.06%0.70%
202511.48%1.62%
202410.84%1.99%
20239.90%2.31%
20229.11%0.00%
20217.02%0.00%
20207.86%0.00%
20196.91%0.00%
20187.31%0.00%
20177.04%0.00%
20168.44%0.00%
20159.08%0.00%
20148.06%0.00%
20138.55%0.00%
20127.81%0.00%
20118.47%0.00%
20109.70%0.00%
200910.33%0.00%
200814.47%0.00%
20079.08%0.00%
20069.04%0.00%
20059.44%0.00%
20048.93%0.00%
20039.94%0.00%
200212.25%0.00%
200114.16%0.00%
200011.14%0.00%
19991.88%0.00%

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