HYI vs EFFI

Comparison between Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF) and HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF).

HYI vs EFFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYI(ETF)	EFFI(ETF)
Net Assets	$149M	$149M
Expense Ratio	N/A	0.55%
Max Drawdown	48.50%	13.64%
Sharpe Ratio	-0.63	0.95
5Y Beta	0.24	0.72
5Y Dividends CAGR	1.72%	N/A

Net Assets

Winner

HYI

$149M

EFFI

$149M

Expense Ratio

HYI

N/A

EFFI

0.55%

Max Drawdown

HYI

48.50%

Winner

EFFI

13.64%

Sharpe Ratio

HYI

-0.63

Winner

EFFI

0.95

5Y Beta

Winner

HYI

0.24

EFFI

0.72

5Y Dividends CAGR

HYI

1.72%

EFFI

N/A

HYI vs EFFI - Historical Returns

Returns include dividend reinvestment.

Period	HYI	EFFI
1 month	+0.29%	+1.85%
3 months	+0.52%	+6.70%
6 months	+1.53%	+6.61%
1 year	-0.86%	+17.59%
5 years(CAGR)	+1.75%	N/A
10 years(CAGR)	+5.35%	N/A
Max(CAGR)	+4.62%	+22.60%

HYI

+0.29%

Winner

EFFI

+1.85%

HYI

+0.52%

Winner

EFFI

+6.70%

HYI

+1.53%

Winner

EFFI

+6.61%

HYI

-0.86%

Winner

EFFI

+17.59%

5Y(CAGR)

HYI

+1.75%

EFFI

N/A

10Y(CAGR)

HYI

+5.35%

EFFI

N/A

Max(CAGR)

HYI

+4.62%

Winner

EFFI

+22.60%

HYI vs EFFI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	HYI	EFFI
2026	-0.51%	+4.55%
2025	+3.47%	+33.64%
2024	+7.19%	-3.24%
2023	+7.84%	N/A
2022	-13.47%	N/A
2021	+10.82%	N/A
2020	+7.09%	N/A
2019	+26.70%	N/A
2018	-6.90%	N/A
2017	+8.07%	N/A
2016	+17.18%	N/A
2015	-2.30%	N/A
2014	-4.39%	N/A
2013	+3.50%	N/A
2012	+18.60%	N/A
2011	-0.27%	N/A
2010	-7.98%	N/A

HYI vs EFFI Drawdown Comparison

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

The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.

The current HYI drawdown is -5.12%. The current EFFI drawdown is -1.05%.

Rank	HYI	EFFI
#1	-36.03% Feb 18, 2020 - Nov 25, 2020	-13.64% Mar 5, 2025 - Apr 25, 2025
#2	-26.34% Nov 5, 2021 - Feb 18, 2025	-10.55% Feb 25, 2026 - May 27, 2026
#3	-18.70% Jul 8, 2011 - Jan 25, 2012	-5.66% Nov 12, 2025 - Dec 11, 2025
#4	-18.60% Jun 30, 2014 - Jul 11, 2016	-4.40% Jul 23, 2025 - Aug 13, 2025
#5	-10.69% May 15, 2013 - May 8, 2014	-3.96% Dec 12, 2024 - Jan 21, 2025
#6	-10.68% Sep 27, 2012 - Mar 13, 2013	-3.91% Oct 6, 2025 - Oct 28, 2025
#7	-9.67% Oct 17, 2018 - Feb 1, 2019	-3.84% Jan 27, 2026 - Feb 25, 2026
#8	-8.88% Nov 1, 2010 - May 12, 2011	-3.25% May 29, 2026 - Jun 10, 2026
#9	-8.19% Sep 16, 2025 - Mar 30, 2026	-2.66% Sep 8, 2025 - Oct 3, 2025
#10	-7.44% Mar 30, 2012 - Jul 9, 2012	-2.66% Jan 30, 2025 - Feb 11, 2025
#11	-6.52% Sep 30, 2016 - Jan 3, 2017	-2.32% Jun 12, 2025 - Jun 26, 2025
#12	-5.74% Feb 25, 2025 - May 29, 2025	-2.18% Jul 10, 2025 - Jul 23, 2025
#13	-4.59% Oct 13, 2017 - Oct 17, 2018	-1.78% Aug 22, 2025 - Sep 8, 2025
#14	-4.13% Aug 1, 2019 - Sep 18, 2019	-1.72% Jan 15, 2026 - Jan 22, 2026
#15	-4.01% May 3, 2019 - Jun 19, 2019	-1.30% Oct 29, 2025 - Nov 7, 2025

Correlation

Correlation between HYI and EFFI is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2010 - 2026)

HYI vs EFFI dividend yield comparison.

Year	HYI	EFFI
2026	4.47%	0.00%
2025	10.22%	4.33%
2024	9.64%	0.00%
2023	9.40%	0.00%
2022	9.09%	0.00%
2021	7.19%	0.00%
2020	7.35%	0.00%
2019	6.87%	0.00%
2018	8.10%	0.00%
2017	7.81%	0.00%
2016	8.73%	0.00%
2015	9.36%	0.00%
2014	8.75%	0.00%
2013	8.98%	0.00%
2012	9.52%	0.00%
2011	10.65%	0.00%
2010	0.80%	0.00%