HYI vs SPBU
Comparison between Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF) and ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF).
HYI vs SPBU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HYI
$150M
SPBU
$149M
Expense Ratio
HYI
N/A
SPBU
0.79%
Max Drawdown
HYI
48.50%
Winner
SPBU
8.30%
Sharpe Ratio
HYI
-0.64
Winner
SPBU
1.45
5Y Beta
Winner
HYI
0.25
SPBU
0.62
5Y Dividends CAGR
HYI
1.72%
SPBU
N/A
HYI vs SPBU - Historical Returns
Returns include dividend reinvestment.
1M
HYI
-1.62%
Winner
SPBU
+2.21%
3M
HYI
-1.87%
Winner
SPBU
+6.80%
6M
HYI
+0.13%
Winner
SPBU
+5.86%
1Y
HYI
-1.19%
Winner
SPBU
+19.22%
5Y(CAGR)
HYI
+1.53%
SPBU
N/A
10Y(CAGR)
HYI
+5.25%
SPBU
N/A
Max(CAGR)
HYI
+4.58%
Winner
SPBU
+16.75%
HYI vs SPBU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | HYI | SPBU |
|---|---|---|
| 2026 | -1.26% | +6.46% |
| 2025 | +3.47% | +13.85% |
| 2024 | +7.19% | N/A |
| 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 SPBU Drawdown Comparison
The maximum drawdown for HYI was -36.03%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The current HYI drawdown is -5.83%. The current SPBU drawdown is -2.18%.
| Rank | HYI | SPBU |
|---|---|---|
| #1 | -36.03% Feb 18, 2020 - Nov 25, 2020 | -8.30% Mar 7, 2025 - May 12, 2025 |
| #2 | -26.34% Nov 5, 2021 - Feb 18, 2025 | -7.10% Jan 12, 2026 - Apr 15, 2026 |
| #3 | -18.70% Jul 8, 2011 - Jan 25, 2012 | -4.24% Oct 28, 2025 - Dec 26, 2025 |
| #4 | -18.60% Jun 30, 2014 - Jul 11, 2016 | -2.47% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -10.69% May 15, 2013 - May 8, 2014 | -2.18% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -10.68% Sep 27, 2012 - Mar 13, 2013 | -2.07% May 19, 2025 - Jun 6, 2025 |
| #7 | -9.67% Oct 17, 2018 - Feb 1, 2019 | -2.03% Jul 25, 2025 - Aug 12, 2025 |
| #8 | -8.88% Nov 1, 2010 - May 12, 2011 | -1.70% May 14, 2026 - May 26, 2026 |
| #9 | -8.19% Sep 16, 2025 - Mar 30, 2026 | -1.40% Aug 14, 2025 - Aug 27, 2025 |
| #10 | -7.44% Mar 30, 2012 - Jul 9, 2012 | -1.23% Dec 26, 2025 - Jan 9, 2026 |
| #11 | -6.52% Sep 30, 2016 - Jan 3, 2017 | -1.17% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -5.74% Feb 25, 2025 - May 29, 2025 | -1.06% Aug 28, 2025 - Sep 9, 2025 |
| #13 | -4.59% Oct 13, 2017 - Oct 17, 2018 | -0.96% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -4.13% Aug 1, 2019 - Sep 18, 2019 | -0.73% Jul 3, 2025 - Jul 17, 2025 |
| #15 | -4.01% May 3, 2019 - Jun 19, 2019 | -0.52% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between HYI and SPBU is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.
0.05
-101
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