HIX vs LRND

Comparison between Western Asset High Income Fund II Inc (HIX, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).

HIX vs LRND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIX(ETF)	LRND(ETF)
Net Assets	$371M	$374M
Expense Ratio	N/A	0.14%
Max Drawdown	72.39%	25.97%
Sharpe Ratio	0.36	1.05
5Y Beta	0.37	1.09
P/E Ratio	N/A	35.10
Forward P/E	N/A	25.52
PEG Ratio	N/A	0.35
5Y Dividends CAGR	1.61%	N/A
5Y EPS CAGR	N/A	35.41%
Debt to Equity	N/A	50.35%
P/S Ratio	N/A	8.60
P/B Ratio	N/A	11.72

Net Assets

HIX

$371M

Winner

LRND

$374M

Expense Ratio

HIX

N/A

LRND

0.14%

Max Drawdown

HIX

72.39%

Winner

LRND

25.97%

Sharpe Ratio

HIX

0.36

Winner

LRND

1.05

5Y Beta

Winner

HIX

0.37

LRND

1.09

P/E Ratio

HIX

N/A

LRND

35.10

Forward P/E

HIX

N/A

LRND

25.52

PEG Ratio

HIX

N/A

LRND

0.35

5Y Dividends CAGR

HIX

1.61%

LRND

N/A

5Y EPS CAGR

HIX

N/A

LRND

35.41%

Debt to Equity

HIX

N/A

LRND

50.35%

P/S Ratio

HIX

N/A

LRND

8.60

P/B Ratio

HIX

N/A

LRND

11.72

HIX vs LRND - Historical Returns

Returns include dividend reinvestment.

Period	HIX	LRND
1 month	+1.50%	+1.97%
3 months	+2.75%	+7.75%
6 months	+1.23%	+11.96%
1 year	+6.97%	+21.15%
5 years(CAGR)	+0.09%	+15.07%
10 years(CAGR)	+4.90%	N/A
Max(CAGR)	+7.60%	+15.07%

HIX

+1.50%

Winner

LRND

+1.97%

HIX

+2.75%

Winner

LRND

+7.75%

HIX

+1.23%

Winner

LRND

+11.96%

HIX

+6.97%

Winner

LRND

+21.15%

5Y(CAGR)

HIX

+0.09%

Winner

LRND

+15.07%

10Y(CAGR)

HIX

+4.90%

LRND

N/A

Max(CAGR)

HIX

+7.60%

Winner

LRND

+15.07%

HIX vs LRND - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HIX	LRND
2026	+2.92%	+9.92%
2025	+12.20%	+20.44%
2024	-3.63%	+22.47%
2023	+11.18%	+43.76%
2022	-23.61%	-19.33%
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 LRND Drawdown Comparison

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

The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.

The current HIX drawdown is -4.99%. The current LRND drawdown is -3.20%.

Rank	HIX	LRND
#1	-60.88% May 4, 2007 - Sep 11, 2009	-25.44% Mar 29, 2022 - Jun 13, 2023
#2	-44.77% Feb 18, 2020 - Aug 20, 2020	-21.06% Feb 19, 2025 - Jun 26, 2025
#3	-38.72% Aug 18, 2021 - Oct 14, 2022	-13.83% Oct 29, 2025 - Apr 17, 2026
#4	-28.46% Jun 27, 2014 - Jan 24, 2017	-11.98% Jul 10, 2024 - Nov 6, 2024
#5	-25.23% Jun 10, 2002 - Mar 4, 2003	-9.75% Jul 28, 2023 - Nov 20, 2023
#6	-20.97% Mar 8, 2001 - Jan 11, 2002	-9.20% Feb 9, 2022 - Mar 28, 2022
#7	-19.03% Apr 1, 2004 - Oct 27, 2006	-7.98% Jun 2, 2026 - Jun 25, 2026
#8	-16.38% Oct 20, 2017 - Feb 25, 2019	-6.06% Mar 28, 2024 - May 15, 2024
#9	-16.29% Sep 11, 2000 - Jan 8, 2001	-4.51% Dec 16, 2024 - Jan 23, 2025
#10	-16.19% May 26, 2011 - Jan 6, 2012	-4.01% Nov 7, 2024 - Dec 4, 2024
#11	-15.17% May 21, 2013 - Apr 17, 2014	-3.14% Jun 15, 2023 - Jul 13, 2023
#12	-14.59% Oct 5, 2012 - Apr 24, 2013	-2.90% Oct 9, 2025 - Oct 24, 2025
#13	-14.51% Apr 15, 2010 - Aug 2, 2010	-2.74% Jul 24, 2025 - Aug 12, 2025
#14	-10.18% Jul 7, 2003 - Sep 5, 2003	-2.46% Sep 22, 2025 - Oct 6, 2025
#15	-9.05% Nov 5, 1999 - Jan 27, 2000	-2.33% May 14, 2026 - May 28, 2026

Correlation

Correlation between HIX and LRND is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

HIX vs LRND dividend yield comparison.

Year	HIX	LRND
2026	7.35%	0.19%
2025	14.13%	0.67%
2024	13.97%	0.97%
2023	11.85%	1.22%
2022	12.15%	1.32%
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%