HYI vs SIXJ

Comparison between Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF) and ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF (SIXJ, ETF).

5-Year PerformanceSIXJ has outperformed HYI, delivering a return of +8.6% compared to +1.5%

HYI vs SIXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYI(ETF)	SIXJ(ETF)
Net Assets	$148M	$148M
Expense Ratio	N/A	0.74%
Max Drawdown	48.50%	14.07%
Sharpe Ratio	-0.77	1.59
5Y Beta	0.25	0.50
5Y Dividends CAGR	1.72%	N/A

Net Assets

HYI

$148M

Winner

SIXJ

$148M

Expense Ratio

HYI

N/A

SIXJ

0.74%

Max Drawdown

HYI

48.50%

Winner

SIXJ

14.07%

Sharpe Ratio

HYI

-0.77

Winner

SIXJ

1.59

5Y Beta

Winner

HYI

0.25

SIXJ

0.50

5Y Dividends CAGR

HYI

1.72%

SIXJ

N/A

HYI vs SIXJ - Historical Returns

Returns include dividend reinvestment.

Period	HYI	SIXJ
1 month	+1.57%	+0.68%
3 months	-0.38%	+4.15%
6 months	+0.13%	+6.55%
1 year	-1.41%	+13.47%
5 years(CAGR)	+1.50%	+8.60%
10 years(CAGR)	+5.06%	N/A
Max(CAGR)	+4.65%	+8.60%

Winner

HYI

+1.57%

SIXJ

+0.68%

HYI

-0.38%

Winner

SIXJ

+4.15%

HYI

+0.13%

Winner

SIXJ

+6.55%

HYI

-1.41%

Winner

SIXJ

+13.47%

5Y(CAGR)

HYI

+1.50%

Winner

SIXJ

+8.60%

10Y(CAGR)

HYI

+5.06%

SIXJ

N/A

Max(CAGR)

HYI

+4.65%

Winner

SIXJ

+8.60%

HYI vs SIXJ - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	HYI	SIXJ
2026	+0.49%	+6.83%
2025	+3.47%	+12.61%
2024	+7.19%	+12.50%
2023	+7.84%	+18.19%
2022	-13.47%	-10.71%
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 SIXJ Drawdown Comparison

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

The maximum drawdown for SIXJ was -14.07%, occurring on Jun 16, 2022. Recovery took 385 trading sessions.

The current HYI drawdown is -4.17%. The current SIXJ drawdown is -0.31%.

Rank	HYI	SIXJ
#1	-36.03% Feb 18, 2020 - Nov 25, 2020	-14.07% Jan 3, 2022 - Jul 18, 2023
#2	-26.34% Nov 5, 2021 - Feb 18, 2025	-10.89% Feb 19, 2025 - Jun 10, 2025
#3	-18.70% Jul 8, 2011 - Jan 25, 2012	-4.62% Jul 16, 2024 - Aug 19, 2024
#4	-18.60% Jun 30, 2014 - Jul 11, 2016	-4.53% Feb 25, 2026 - Apr 13, 2026
#5	-10.69% May 15, 2013 - May 8, 2014	-4.43% Jul 26, 2023 - Nov 20, 2023
#6	-10.68% Sep 27, 2012 - Mar 13, 2013	-3.25% Jan 26, 2024 - Feb 22, 2024
#7	-9.67% Oct 17, 2018 - Feb 1, 2019	-2.48% Jan 2, 2024 - Jan 26, 2024
#8	-8.88% Nov 1, 2010 - May 12, 2011	-2.13% Aug 30, 2024 - Sep 16, 2024
#9	-8.19% Sep 16, 2025 - Mar 30, 2026	-1.71% Mar 28, 2024 - May 6, 2024
#10	-7.44% Mar 30, 2012 - Jul 9, 2012	-1.43% Nov 12, 2025 - Nov 25, 2025
#11	-6.52% Sep 30, 2016 - Jan 3, 2017	-1.24% Jan 6, 2025 - Jan 17, 2025
#12	-5.74% Feb 25, 2025 - May 29, 2025	-1.21% Jun 4, 2026 - Jun 15, 2026
#13	-4.59% Oct 13, 2017 - Oct 17, 2018	-1.19% Jan 9, 2026 - Jan 27, 2026
#14	-4.13% Aug 1, 2019 - Sep 18, 2019	-1.17% Jan 27, 2026 - Feb 9, 2026
#15	-4.01% May 3, 2019 - Jun 19, 2019	-1.04% Feb 9, 2026 - Feb 25, 2026