HIX vs LRGE

Comparison between Western Asset High Income Fund II Inc (HIX, ETF) and CLEARBRIDGE LARGE CAP GROWTH SELECT ETF (LRGE, ETF).

5-Year PerformanceLRGE has outperformed HIX, delivering a return of +9.2% compared to -0.9%

HIX vs LRGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIX(ETF)	LRGE(ETF)
Net Assets	$363M	$365M
Expense Ratio	N/A	0.48%
Max Drawdown	72.39%	37.78%
Sharpe Ratio	0.16	0.43
5Y Beta	0.37	1.08
P/E Ratio	N/A	26.84
Forward P/E	N/A	24.12
PEG Ratio	N/A	0.37
5Y Dividends CAGR	0.00%	11.03%
5Y EPS CAGR	N/A	34.13%
P/S Ratio	N/A	5.15
P/B Ratio	N/A	7.93

Net Assets

HIX

$363M

Winner

LRGE

$365M

Expense Ratio

HIX

N/A

LRGE

0.48%

Max Drawdown

HIX

72.39%

Winner

LRGE

37.78%

Sharpe Ratio

HIX

0.16

Winner

LRGE

0.43

5Y Beta

Winner

HIX

0.37

LRGE

1.08

P/E Ratio

HIX

N/A

LRGE

26.84

Forward P/E

HIX

N/A

LRGE

24.12

PEG Ratio

HIX

N/A

LRGE

0.37

5Y Dividends CAGR

HIX

0.00%

Winner

LRGE

11.03%

5Y EPS CAGR

HIX

N/A

LRGE

34.13%

P/S Ratio

HIX

N/A

LRGE

5.15

P/B Ratio

HIX

N/A

LRGE

7.93

HIX vs LRGE - Historical Returns

Returns include dividend reinvestment.

Period	HIX	LRGE
1 month	+0.74%	+4.63%
3 months	+2.49%	+0.97%
6 months	-0.21%	+10.30%
1 year	+4.50%	+8.61%
5 years(CAGR)	-0.89%	+9.20%
10 years(CAGR)	+4.60%	+15.10%
Max(CAGR)	+7.56%	+15.10%

HIX

+0.74%

Winner

LRGE

+4.63%

Winner

HIX

+2.49%

LRGE

+0.97%

HIX

-0.21%

Winner

LRGE

+10.30%

HIX

+4.50%

Winner

LRGE

+8.61%

5Y(CAGR)

HIX

-0.89%

Winner

LRGE

+9.20%

10Y(CAGR)

HIX

+4.60%

Winner

LRGE

+15.10%

Max(CAGR)

HIX

+7.56%

Winner

LRGE

+15.10%

HIX vs LRGE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HIX	LRGE
2026	+2.62%	+6.13%
2025	+12.20%	+9.49%
2024	-3.63%	+28.06%
2023	+11.18%	+45.97%
2022	-23.61%	-31.43%
2021	+14.51%	+24.40%
2020	+12.10%	+30.62%
2019	+25.96%	+33.80%
2018	-11.22%	-0.66%
2017	+7.61%	+16.00%
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 LRGE Drawdown Comparison

The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.

The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.

The current HIX drawdown is -5.26%. The current LRGE drawdown is -3.26%.

Rank	HIX	LRGE
#1	-60.88% May 4, 2007 - Sep 11, 2009	-37.04% Nov 19, 2021 - Jan 19, 2024
#2	-44.77% Feb 18, 2020 - Aug 20, 2020	-29.31% Feb 19, 2020 - Jul 1, 2020
#3	-38.72% Aug 18, 2021 - Oct 14, 2022	-20.26% Jan 23, 2025 - Jun 27, 2025
#4	-28.46% Jun 27, 2014 - Jan 24, 2017	-19.19% Oct 1, 2018 - Mar 21, 2019
#5	-25.23% Jun 10, 2002 - Mar 4, 2003	-16.32% Oct 28, 2025 - May 14, 2026
#6	-20.97% Mar 8, 2001 - Jan 11, 2002	-10.20% Sep 2, 2020 - Nov 16, 2020
#7	-19.03% Apr 1, 2004 - Oct 27, 2006	-9.43% Jul 16, 2024 - Aug 21, 2024
#8	-16.38% Oct 20, 2017 - Feb 25, 2019	-9.25% Apr 29, 2019 - Jul 3, 2019
#9	-16.29% Sep 11, 2000 - Jan 8, 2001	-9.09% Jan 26, 2018 - Jun 5, 2018
#10	-16.19% May 26, 2011 - Jan 6, 2012	-8.35% Jun 1, 2026 - Aug 12, 2026
#11	-15.17% May 21, 2013 - Apr 17, 2014	-7.72% Feb 12, 2021 - Apr 5, 2021
#12	-14.59% Oct 5, 2012 - Apr 24, 2013	-7.37% Jul 26, 2019 - Nov 8, 2019
#13	-14.51% Apr 15, 2010 - Aug 2, 2010	-7.03% Mar 21, 2024 - Jun 5, 2024
#14	-10.18% Jul 7, 2003 - Sep 5, 2003	-6.54% Sep 3, 2021 - Oct 21, 2021
#15	-9.05% Nov 5, 1999 - Jan 27, 2000	-5.57% Apr 29, 2021 - Jun 10, 2021

Correlation

Correlation between HIX and LRGE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

HIX vs LRGE dividend yield comparison.

Year	HIX	LRGE
2026	10.08%	0.00%
2025	14.13%	0.13%
2024	13.97%	0.17%
2023	11.85%	0.11%
2022	12.15%	2.02%
2021	8.21%	1.20%
2020	8.53%	0.37%
2019	8.28%	0.37%
2018	9.50%	2.10%
2017	8.73%	0.37%
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%