HYI vs DGRE

Comparison between Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).

5-Year PerformanceDGRE has outperformed HYI, delivering a return of +8.3% compared to +1.2%

HYI vs DGRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYI(ETF)	DGRE(ETF)
Net Assets	$148M	$148M
Expense Ratio	N/A	0.32%
Max Drawdown	48.50%	40.04%
Sharpe Ratio	-0.86	1.41
5Y Beta	0.25	0.85
5Y Dividends CAGR	1.72%	1.17%

Net Assets

HYI

$148M

Winner

DGRE

$148M

Expense Ratio

HYI

N/A

DGRE

0.32%

Max Drawdown

HYI

48.50%

Winner

DGRE

40.04%

Sharpe Ratio

HYI

-0.86

Winner

DGRE

1.41

5Y Beta

Winner

HYI

0.25

DGRE

0.85

5Y Dividends CAGR

Winner

HYI

1.72%

DGRE

1.17%

HYI vs DGRE - Historical Returns

Returns include dividend reinvestment.

Period	HYI	DGRE
1 month	+0.10%	-3.21%
3 months	-0.92%	+5.01%
6 months	-1.41%	+15.60%
1 year	-2.86%	+39.17%
5 years(CAGR)	+1.23%	+8.33%
10 years(CAGR)	+4.97%	+8.35%
Max(CAGR)	+4.57%	+5.80%

Winner

HYI

+0.10%

DGRE

-3.21%

HYI

-0.92%

Winner

DGRE

+5.01%

HYI

-1.41%

Winner

DGRE

+15.60%

HYI

-2.86%

Winner

DGRE

+39.17%

5Y(CAGR)

HYI

+1.23%

Winner

DGRE

+8.33%

10Y(CAGR)

HYI

+4.97%

Winner

DGRE

+8.35%

Max(CAGR)

HYI

+4.57%

Winner

DGRE

+5.80%

HYI vs DGRE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	HYI	DGRE
2026	-0.74%	+21.08%
2025	+3.47%	+26.37%
2024	+7.19%	+4.87%
2023	+7.84%	+17.95%
2022	-13.47%	-22.02%
2021	+10.82%	+2.08%
2020	+7.09%	+9.38%
2019	+26.70%	+20.74%
2018	-6.90%	-17.60%
2017	+8.07%	+32.71%
2016	+17.18%	+14.22%
2015	-2.30%	-16.52%
2014	-4.39%	+3.49%
2013	+3.50%	-2.41%
2012	+18.60%	N/A
2011	-0.27%	N/A
2010	-7.98%	N/A

HYI vs DGRE Drawdown Comparison

The maximum drawdown for HYI was -36.03%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.

The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.

The current HYI drawdown is -5.34%. The current DGRE drawdown is -8.69%.

Rank	HYI	DGRE
#1	-36.03% Feb 18, 2020 - Nov 25, 2020	-36.95% Jan 26, 2018 - Nov 24, 2020
#2	-26.34% Nov 5, 2021 - Feb 18, 2025	-36.53% Sep 5, 2014 - Aug 24, 2017
#3	-18.70% Jul 8, 2011 - Jan 25, 2012	-35.40% Feb 12, 2021 - Sep 24, 2024
#4	-18.60% Jun 30, 2014 - Jul 11, 2016	-20.65% Sep 26, 2024 - Jul 3, 2025
#5	-10.69% May 15, 2013 - May 8, 2014	-17.52% Oct 22, 2013 - Jun 9, 2014
#6	-10.68% Sep 27, 2012 - Mar 13, 2013	-13.67% Feb 25, 2026 - Apr 17, 2026
#7	-9.67% Oct 17, 2018 - Feb 1, 2019	-10.78% Aug 14, 2013 - Sep 18, 2013
#8	-8.88% Nov 1, 2010 - May 12, 2011	-10.56% Jun 18, 2026 - Jul 20, 2026
#9	-8.19% Sep 16, 2025 - Mar 30, 2026	-7.82% Jun 2, 2026 - Jun 15, 2026
#10	-7.44% Mar 30, 2012 - Jul 9, 2012	-7.13% Sep 18, 2013 - Oct 22, 2013
#11	-6.52% Sep 30, 2016 - Jan 3, 2017	-6.19% May 8, 2026 - May 26, 2026
#12	-5.74% Feb 25, 2025 - May 29, 2025	-5.64% Jan 21, 2021 - Feb 9, 2021
#13	-4.59% Oct 13, 2017 - Oct 17, 2018	-4.96% Jul 24, 2014 - Aug 26, 2014
#14	-4.13% Aug 1, 2019 - Sep 18, 2019	-3.87% Oct 13, 2017 - Dec 20, 2017
#15	-4.01% May 3, 2019 - Jun 19, 2019	-3.86% Nov 3, 2025 - Dec 10, 2025

Correlation

Correlation between HYI and DGRE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2010 - 2026)

HYI vs DGRE dividend yield comparison.

Year	HYI	DGRE
2026	5.43%	0.70%
2025	10.22%	1.65%
2024	9.64%	1.90%
2023	9.40%	2.22%
2022	9.09%	4.38%
2021	7.19%	2.56%
2020	7.35%	2.11%
2019	6.87%	2.32%
2018	8.10%	2.71%
2017	7.81%	3.12%
2016	8.73%	3.18%
2015	9.36%	3.01%
2014	8.75%	2.45%
2013	8.98%	0.57%
2012	9.52%	0.00%
2011	10.65%	0.00%
2010	0.80%	0.00%