HIX vs AAUA
Comparison between Western Asset High Income Fund II Inc (HIX, ETF) and ALPHA ARCHITECT US EQUITY 3 ETF (AAUA, ETF).
HIX vs AAUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HIX
$375M
AAUA
$374M
Expense Ratio
HIX
N/A
AAUA
0.15%
Max Drawdown
HIX
72.39%
Winner
AAUA
5.92%
Sharpe Ratio
HIX
0.37
Winner
AAUA
2.55
5Y Beta
Winner
HIX
0.36
AAUA
1.19
P/E Ratio
HIX
N/A
AAUA
31.44
Forward P/E
HIX
N/A
AAUA
24.06
5Y Dividends CAGR
HIX
1.61%
AAUA
N/A
5Y EPS CAGR
HIX
N/A
AAUA
34.10%
P/S Ratio
HIX
N/A
AAUA
3.61
P/B Ratio
HIX
N/A
AAUA
7.39
HIX vs AAUA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HIX
+1.27%
AAUA
+0.32%
3M
HIX
+4.31%
Winner
AAUA
+13.73%
6M
HIX
+4.11%
AAUA
N/A
1Y
HIX
+7.89%
AAUA
N/A
5Y(CAGR)
HIX
+0.42%
AAUA
N/A
10Y(CAGR)
HIX
+5.16%
AAUA
N/A
Max(CAGR)
HIX
+7.56%
Winner
AAUA
+61.69%
HIX vs AAUA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HIX | AAUA |
|---|---|---|
| 2026 | +1.40% | +13.31% |
| 2025 | +12.20% | N/A |
| 2024 | -3.63% | N/A |
| 2023 | +11.18% | N/A |
| 2022 | -23.61% | N/A |
| 2021 | +14.51% | N/A |
| 2020 | +12.10% | N/A |
| 2019 | +25.96% | N/A |
| 2018 | -11.22% | N/A |
| 2017 | +7.61% | N/A |
| 2016 | +24.05% | N/A |
| 2015 | -14.83% | N/A |
| 2014 | +0.11% | N/A |
| 2013 | +1.16% | N/A |
| 2012 | +9.05% | N/A |
| 2011 | +14.21% | N/A |
| 2010 | +12.88% | N/A |
| 2009 | +99.91% | N/A |
| 2008 | -40.91% | N/A |
| 2007 | -0.43% | N/A |
| 2006 | +20.35% | N/A |
| 2005 | -9.75% | N/A |
| 2004 | +3.15% | N/A |
| 2003 | +46.62% | N/A |
| 2002 | +4.20% | N/A |
| 2001 | +7.38% | N/A |
| 2000 | +22.60% | N/A |
| 1999 | -1.26% | N/A |
HIX vs AAUA Drawdown Comparison
The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.
The maximum drawdown for AAUA was -5.92%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The current HIX drawdown is -6.39%. The current AAUA drawdown is -2.03%.
| Rank | HIX | AAUA |
|---|---|---|
| #1 | -60.88% May 4, 2007 - Sep 11, 2009 | -5.92% Mar 19, 2026 - Apr 8, 2026 |
| #2 | -44.77% Feb 18, 2020 - Aug 20, 2020 | -5.38% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -38.72% Aug 18, 2021 - Oct 14, 2022 | -2.00% May 14, 2026 - May 26, 2026 |
| #4 | -28.46% Jun 27, 2014 - Jan 24, 2017 | -0.82% Apr 27, 2026 - Apr 30, 2026 |
| #5 | -25.23% Jun 10, 2002 - Mar 4, 2003 | -0.82% Apr 17, 2026 - Apr 22, 2026 |
| #6 | -20.97% Mar 8, 2001 - Jan 11, 2002 | -0.77% Apr 22, 2026 - Apr 24, 2026 |
| #7 | -19.03% Apr 1, 2004 - Oct 27, 2006 | -0.36% May 1, 2026 - May 5, 2026 |
| #8 | -16.38% Oct 20, 2017 - Feb 25, 2019 | -0.09% May 6, 2026 - May 8, 2026 |
| #9 | -16.29% Sep 11, 2000 - Jan 8, 2001 | -0.07% Apr 9, 2026 - Apr 13, 2026 |
| #10 | -16.19% May 26, 2011 - Jan 6, 2012 | -0.00% May 11, 2026 - May 13, 2026 |
| #11 | -15.17% May 21, 2013 - Apr 17, 2014 | N/A |
| #12 | -14.59% Oct 5, 2012 - Apr 24, 2013 | N/A |
| #13 | -14.51% Apr 15, 2010 - Aug 2, 2010 | N/A |
| #14 | -10.18% Jul 7, 2003 - Sep 5, 2003 | N/A |
| #15 | -9.05% Nov 5, 1999 - Jan 27, 2000 | N/A |
Correlation
Correlation between HIX and AAUA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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