HIX vs AVMC
Comparison between Western Asset High Income Fund II Inc (HIX, ETF) and AVANTIS U.S. MID CAP EQUITY ETF (AVMC, ETF).
HIX vs AVMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HIX
$377M
AVMC
$374M
Expense Ratio
HIX
N/A
AVMC
0.18%
Max Drawdown
HIX
72.39%
Winner
AVMC
22.33%
Sharpe Ratio
HIX
0.32
Winner
AVMC
1.25
5Y Beta
Winner
HIX
0.37
AVMC
0.93
P/E Ratio
HIX
N/A
AVMC
25.37
Forward P/E
HIX
N/A
AVMC
15.80
5Y Dividends CAGR
HIX
1.61%
AVMC
N/A
5Y EPS CAGR
HIX
N/A
AVMC
15.01%
P/S Ratio
HIX
N/A
AVMC
1.62
P/B Ratio
HIX
N/A
AVMC
2.99
HIX vs AVMC - Historical Returns
Returns include dividend reinvestment.
1M
HIX
-0.79%
Winner
AVMC
+0.21%
3M
HIX
-0.04%
Winner
AVMC
+4.80%
6M
HIX
+1.30%
Winner
AVMC
+10.32%
1Y
HIX
+6.47%
Winner
AVMC
+22.27%
5Y(CAGR)
HIX
+0.01%
AVMC
N/A
10Y(CAGR)
HIX
+5.07%
AVMC
N/A
Max(CAGR)
HIX
+7.51%
Winner
AVMC
+21.20%
HIX vs AVMC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HIX | AVMC |
|---|---|---|
| 2026 | -0.38% | +9.18% |
| 2025 | +12.20% | +10.13% |
| 2024 | -3.63% | +17.49% |
| 2023 | +11.18% | +15.38% |
| 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 AVMC Drawdown Comparison
The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.
The maximum drawdown for AVMC was -21.83%, occurring on Apr 8, 2025. Recovery took 192 trading sessions.
The current HIX drawdown is -8.04%. The current AVMC drawdown is -1.78%.
| Rank | HIX | AVMC |
|---|---|---|
| #1 | -60.88% May 4, 2007 - Sep 11, 2009 | -21.83% Nov 25, 2024 - Sep 4, 2025 |
| #2 | -44.77% Feb 18, 2020 - Aug 20, 2020 | -7.90% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -38.72% Aug 18, 2021 - Oct 14, 2022 | -7.87% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -28.46% Jun 27, 2014 - Jan 24, 2017 | -7.09% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -25.23% Jun 10, 2002 - Mar 4, 2003 | -5.05% Sep 11, 2025 - Nov 26, 2025 |
| #6 | -20.97% Mar 8, 2001 - Jan 11, 2002 | -4.68% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -19.03% Apr 1, 2004 - Oct 27, 2006 | -4.11% Dec 28, 2023 - Feb 9, 2024 |
| #8 | -16.38% Oct 20, 2017 - Feb 25, 2019 | -3.47% May 6, 2026 - May 28, 2026 |
| #9 | -16.29% Sep 11, 2000 - Jan 8, 2001 | -2.69% Nov 11, 2024 - Nov 22, 2024 |
| #10 | -16.19% May 26, 2011 - Jan 6, 2012 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -15.17% May 21, 2013 - Apr 17, 2014 | -2.09% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -14.59% Oct 5, 2012 - Apr 24, 2013 | -2.03% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -14.51% Apr 15, 2010 - Aug 2, 2010 | -1.91% Jan 15, 2026 - Jan 22, 2026 |
| #14 | -10.18% Jul 7, 2003 - Sep 5, 2003 | -1.78% Jun 4, 2026 - Jun 5, 2026 |
| #15 | -9.05% Nov 5, 1999 - Jan 27, 2000 | -1.65% Feb 11, 2026 - Feb 18, 2026 |
Correlation
Correlation between HIX and AVMC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
HIX vs AVMC dividend yield comparison.
| Year | HIX | AVMC |
|---|---|---|
| 2026 | 6.25% | 0.19% |
| 2025 | 14.13% | 1.12% |
| 2024 | 13.97% | 1.02% |
| 2023 | 11.85% | 0.24% |
| 2022 | 12.15% | 0.00% |
| 2021 | 8.21% | 0.00% |
| 2020 | 8.53% | 0.00% |
| 2019 | 8.28% | 0.00% |
| 2018 | 9.50% | 0.00% |
| 2017 | 8.73% | 0.00% |
| 2016 | 10.53% | 0.00% |
| 2015 | 13.12% | 0.00% |
| 2014 | 10.08% | 0.00% |
| 2013 | 10.14% | 0.00% |
| 2012 | 10.22% | 0.00% |
| 2011 | 10.48% | 0.00% |
| 2010 | 11.58% | 0.00% |
| 2009 | 12.45% | 0.00% |
| 2008 | 21.58% | 0.00% |
| 2007 | 9.31% | 0.00% |
| 2006 | 7.75% | 0.00% |
| 2005 | 10.12% | 0.00% |
| 2004 | 10.68% | 0.00% |
| 2003 | 11.25% | 0.00% |
| 2002 | 13.81% | 0.00% |
| 2001 | 13.35% | 0.00% |
| 2000 | 13.85% | 0.00% |
| 1999 | 2.29% | 0.00% |
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