HIO vs JOF
Comparison between Western Asset High Income Opportunity Fund Inc (HIO, ETF) and Japan Smaller Capitalization Fund Inc (JOF, ETF).
5-Year PerformanceJOF has outperformed HIO, delivering a return of +11.1% compared to +2.6%
HIO vs JOF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HIO vs JOF - Historical Returns
Returns include dividend reinvestment.
HIO vs JOF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HIO | JOF |
|---|---|---|
| 2026 | +3.50% | +12.31% |
| 2025 | +4.24% | +50.68% |
| 2024 | +11.22% | +5.64% |
| 2023 | +9.15% | +20.84% |
| 2022 | -16.61% | -17.17% |
| 2021 | +13.00% | -5.68% |
| 2020 | +6.07% | +4.08% |
| 2019 | +22.81% | +15.72% |
| 2018 | -8.66% | -16.43% |
| 2017 | +7.03% | +40.89% |
| 2016 | +17.18% | +5.37% |
| 2015 | -5.50% | +24.58% |
| 2014 | -3.52% | +0.35% |
| 2013 | -2.90% | +27.75% |
| 2012 | +12.31% | +0.20% |
| 2011 | +9.77% | -20.53% |
| 2010 | +11.29% | +20.38% |
| 2009 | +61.70% | -2.21% |
| 2008 | -26.06% | -21.92% |
| 2007 | -2.65% | -29.27% |
| 2006 | +22.13% | -10.36% |
| 2005 | -1.20% | +25.43% |
| 2004 | +2.18% | +13.19% |
| 2003 | +24.35% | +76.38% |
| 2002 | -7.05% | +6.09% |
| 2001 | -1.23% | +0.04% |
| 2000 | +11.80% | -46.26% |
| 1999 | -3.82% | -10.46% |
HIO vs JOF Drawdown Comparison
The maximum drawdown for HIO was -49.61%, occurring on Nov 20, 2008. Recovery took 554 trading sessions.
The maximum drawdown for JOF was -65.75%, occurring on Nov 20, 2008. Recovery took 2983 trading sessions.
The current HIO drawdown is -1.89%. The current JOF drawdown is -3.70%.
| Rank | HIO | JOF |
|---|---|---|
| #1 | -49.61% Jun 1, 2007 - Aug 12, 2009 | -65.75% Sep 29, 2005 - Aug 7, 2017 |
| #2 | -40.57% Feb 20, 2020 - Aug 24, 2020 | -58.12% Nov 5, 1999 - Mar 17, 2004 |
| #3 | -32.15% Feb 15, 2001 - Jun 12, 2003 | -42.14% Jan 17, 2018 - Mar 12, 2025 |
| #4 | -26.19% Sep 9, 2021 - Sep 16, 2024 | -30.52% Apr 12, 2004 - Sep 12, 2005 |
| #5 | -20.75% Jun 18, 2014 - Aug 18, 2016 | -17.23% Feb 23, 2026 - Mar 20, 2026 |
| #6 | -16.72% Jan 20, 2004 - Nov 4, 2004 | -9.79% Mar 27, 2025 - Apr 22, 2025 |
| #7 | -15.95% Jul 31, 2000 - Jan 10, 2001 | -8.29% Sep 17, 2025 - Nov 28, 2025 |
| #8 | -15.05% May 12, 2011 - Jan 13, 2012 | -6.41% Apr 5, 2004 - Apr 12, 2004 |
| #9 | -13.29% Mar 7, 2025 - Jul 1, 2025 | -5.05% Nov 8, 2017 - Nov 27, 2017 |
| #10 | -13.25% Jan 2, 2018 - Jan 31, 2019 | -4.09% Dec 20, 2017 - Jan 4, 2018 |
| #11 | -12.80% May 22, 2013 - May 8, 2014 | -4.04% Sep 20, 2005 - Sep 27, 2005 |
| #12 | -11.36% Sep 24, 2012 - Jan 10, 2013 | -3.91% Nov 28, 2017 - Dec 18, 2017 |
| #13 | -11.31% Apr 26, 2010 - Aug 9, 2010 | -3.47% Aug 7, 2017 - Sep 8, 2017 |
| #14 | -10.95% Jun 13, 2003 - Dec 31, 2003 | -3.05% Sep 16, 2005 - Sep 20, 2005 |
| #15 | -10.61% Nov 5, 1999 - May 31, 2000 | -3.01% Jul 23, 2025 - Aug 6, 2025 |
Correlation
Correlation between HIO and JOF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
HIO vs JOF dividend yield comparison.
| Year | HIO | JOF |
|---|---|---|
| 2026 | 4.88% | 4.48% |
| 2025 | 11.48% | 4.80% |
| 2024 | 10.84% | 4.07% |
| 2023 | 9.90% | 3.50% |
| 2022 | 9.11% | 0.71% |
| 2021 | 7.02% | 7.70% |
| 2020 | 7.86% | 3.81% |
| 2019 | 6.91% | 8.30% |
| 2018 | 7.31% | 20.55% |
| 2017 | 7.04% | 15.89% |
| 2016 | 8.44% | 9.63% |
| 2015 | 9.08% | 8.58% |
| 2014 | 8.06% | 1.48% |
| 2013 | 8.55% | 2.17% |
| 2012 | 7.81% | 1.13% |
| 2011 | 8.47% | 0.49% |
| 2010 | 9.70% | 0.89% |
| 2009 | 10.33% | 0.73% |
| 2008 | 14.47% | 1.57% |
| 2007 | 9.08% | 0.04% |
| 2006 | 9.04% | 12.90% |
| 2005 | 9.44% | 0.00% |
| 2004 | 8.93% | 0.00% |
| 2003 | 9.94% | 0.00% |
| 2002 | 12.25% | 0.00% |
| 2001 | 14.16% | 1.43% |
| 2000 | 11.14% | 14.26% |
| 1999 | 1.88% | 0.00% |
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