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HIO vs JPIN

Comparison between Western Asset High Income Opportunity Fund Inc (HIO, ETF) and JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF).

5-Year PerformanceJPIN has outperformed HIO, delivering a return of +7.9% compared to +2.6%

HIO vs JPIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HIO
$373M
JPIN
$370M
Expense Ratio
HIO
N/A
JPIN
0.37%
Max Drawdown
HIO
68.83%
Winner
JPIN
40.31%
Sharpe Ratio
HIO
0.07
Winner
JPIN
1.19
5Y Beta
Winner
HIO
0.36
JPIN
0.60
5Y Dividends CAGR
HIO
3.83%
Winner
JPIN
15.44%

HIO vs JPIN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HIO
+0.28%
JPIN
-0.21%
3M
HIO
+3.25%
Winner
JPIN
+5.41%
6M
HIO
+2.83%
Winner
JPIN
+9.04%
1Y
HIO
+3.47%
Winner
JPIN
+21.70%
5Y(CAGR)
HIO
+2.63%
Winner
JPIN
+7.90%
10Y(CAGR)
HIO
+5.92%
Winner
JPIN
+7.71%
Max(CAGR)
HIO
+6.07%
Winner
JPIN
+6.85%

HIO vs JPIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHIOJPIN
2026+3.50%+7.91%
2025+4.24%+33.51%
2024+11.22%+3.91%
2023+9.15%+17.01%
2022-16.61%-14.47%
2021+13.00%+6.25%
2020+6.07%+4.17%
2019+22.81%+16.58%
2018-8.66%-13.76%
2017+7.03%+24.91%
2016+17.18%+2.11%
2015-5.50%+2.59%
2014-3.52%-1.55%
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 JPIN Drawdown Comparison

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

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The current HIO drawdown is -1.89%. The current JPIN drawdown is -3.82%.

RankHIOJPIN
#1-49.61%
Jun 1, 2007 - Aug 12, 2009
-36.68%
Jan 26, 2018 - Dec 29, 2020
#2-40.57%
Feb 20, 2020 - Aug 24, 2020
-29.63%
Sep 3, 2021 - Mar 20, 2024
#3-32.15%
Feb 15, 2001 - Jun 12, 2003
-16.95%
May 21, 2015 - Mar 27, 2017
#4-26.19%
Sep 9, 2021 - Sep 16, 2024
-12.33%
Sep 26, 2024 - Apr 28, 2025
#5-20.75%
Jun 18, 2014 - Aug 18, 2016
-10.41%
Feb 25, 2026 - Mar 20, 2026
#6-16.72%
Jan 20, 2004 - Nov 4, 2004
-6.14%
Jul 31, 2024 - Aug 19, 2024
#7-15.95%
Jul 31, 2000 - Jan 10, 2001
-5.49%
Nov 18, 2014 - Feb 3, 2015
#8-15.05%
May 12, 2011 - Jan 13, 2012
-4.50%
Mar 27, 2024 - May 6, 2024
#9-13.29%
Mar 7, 2025 - Jul 1, 2025
-4.38%
Jun 14, 2021 - Sep 3, 2021
#10-13.25%
Jan 2, 2018 - Jan 31, 2019
-4.27%
Feb 25, 2015 - Apr 8, 2015
#11-12.80%
May 22, 2013 - May 8, 2014
-4.19%
Nov 12, 2025 - Dec 10, 2025
#12-11.36%
Sep 24, 2012 - Jan 10, 2013
-3.99%
Jan 8, 2021 - Feb 12, 2021
#13-11.31%
Apr 26, 2010 - Aug 9, 2010
-3.80%
Sep 16, 2025 - Oct 27, 2025
#14-10.95%
Jun 13, 2003 - Dec 31, 2003
-3.68%
Jul 23, 2025 - Aug 12, 2025
#15-10.61%
Nov 5, 1999 - May 31, 2000
-3.63%
Feb 16, 2021 - Mar 16, 2021

Correlation

Correlation between HIO and JPIN is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

HIO vs JPIN dividend yield comparison.

YearHIOJPIN
20264.88%0.24%
202511.48%4.50%
202410.84%4.20%
20239.90%6.22%
20229.11%3.06%
20217.02%5.03%
20207.86%2.45%
20196.91%3.30%
20187.31%2.72%
20177.04%2.12%
20168.44%1.67%
20159.08%2.18%
20148.06%0.30%
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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