HIX vs EVUS
Comparison between Western Asset High Income Fund II Inc (HIX, ETF) and ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF).
HIX vs EVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HIX
$363M
Winner
EVUS
$365M
Expense Ratio
HIX
N/A
EVUS
0.18%
Max Drawdown
HIX
72.39%
Winner
EVUS
16.43%
Sharpe Ratio
HIX
0.16
Winner
EVUS
1.65
5Y Beta
Winner
HIX
0.37
EVUS
0.70
P/E Ratio
HIX
N/A
EVUS
22.59
Forward P/E
HIX
N/A
EVUS
17.12
PEG Ratio
HIX
N/A
EVUS
-1.58
5Y Dividends CAGR
HIX
0.00%
EVUS
N/A
5Y EPS CAGR
HIX
N/A
EVUS
13.02%
Debt to Equity
HIX
N/A
EVUS
101.62%
P/S Ratio
HIX
N/A
EVUS
2.38
P/B Ratio
HIX
N/A
EVUS
3.71
HIX vs EVUS - Historical Returns
Returns include dividend reinvestment.
1M
HIX
+0.74%
Winner
EVUS
+4.38%
3M
HIX
+2.49%
Winner
EVUS
+6.79%
6M
HIX
-0.21%
Winner
EVUS
+11.41%
1Y
HIX
+4.50%
Winner
EVUS
+21.99%
5Y(CAGR)
HIX
-0.89%
EVUS
N/A
10Y(CAGR)
HIX
+4.60%
EVUS
N/A
Max(CAGR)
HIX
+7.56%
Winner
EVUS
+13.45%
HIX vs EVUS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HIX | EVUS |
|---|---|---|
| 2026 | +2.62% | +16.24% |
| 2025 | +12.20% | +13.46% |
| 2024 | -3.63% | +13.75% |
| 2023 | +11.18% | +3.47% |
| 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 EVUS Drawdown Comparison
The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The current HIX drawdown is -5.26%. The current EVUS drawdown is -0.51%.
| Rank | HIX | EVUS |
|---|---|---|
| #1 | -60.88% May 4, 2007 - Sep 11, 2009 | -15.65% Nov 29, 2024 - Aug 13, 2025 |
| #2 | -44.77% Feb 18, 2020 - Aug 20, 2020 | -11.17% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -38.72% Aug 18, 2021 - Oct 14, 2022 | -9.40% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -28.46% Jun 27, 2014 - Jan 24, 2017 | -7.72% Feb 9, 2026 - Apr 17, 2026 |
| #5 | -25.23% Jun 10, 2002 - Mar 4, 2003 | -5.44% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -20.97% Mar 8, 2001 - Jan 11, 2002 | -4.89% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -19.03% Apr 1, 2004 - Oct 27, 2006 | -4.41% Oct 27, 2025 - Dec 4, 2025 |
| #8 | -16.38% Oct 20, 2017 - Feb 25, 2019 | -3.51% Oct 16, 2024 - Nov 6, 2024 |
| #9 | -16.29% Sep 11, 2000 - Jan 8, 2001 | -3.11% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -16.19% May 26, 2011 - Jan 6, 2012 | -2.56% Oct 3, 2025 - Oct 20, 2025 |
| #11 | -15.17% May 21, 2013 - Apr 17, 2014 | -2.30% Jun 4, 2026 - Jul 1, 2026 |
| #12 | -14.59% Oct 5, 2012 - Apr 24, 2013 | -2.05% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -14.51% Apr 15, 2010 - Aug 2, 2010 | -1.96% Jan 8, 2024 - Jan 25, 2024 |
| #14 | -10.18% Jul 7, 2003 - Sep 5, 2003 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #15 | -9.05% Nov 5, 1999 - Jan 27, 2000 | -1.72% Nov 11, 2024 - Nov 22, 2024 |
Correlation
Correlation between HIX 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)
HIX vs EVUS dividend yield comparison.
| Year | HIX | EVUS |
|---|---|---|
| 2026 | 10.08% | 0.70% |
| 2025 | 14.13% | 1.62% |
| 2024 | 13.97% | 1.99% |
| 2023 | 11.85% | 2.31% |
| 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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