HYI vs STOX
Comparison between Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF) and HORIZON CORE EQUITY ETF (STOX, ETF).
HYI vs STOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HYI
$149M
Winner
STOX
$150M
Expense Ratio
HYI
N/A
STOX
0.70%
Max Drawdown
HYI
48.50%
Winner
STOX
9.33%
Sharpe Ratio
HYI
-0.63
Winner
STOX
1.38
5Y Beta
Winner
HYI
0.24
STOX
1.00
P/E Ratio
HYI
N/A
STOX
26.89
Forward P/E
HYI
N/A
STOX
21.30
PEG Ratio
HYI
N/A
STOX
0.47
5Y Dividends CAGR
HYI
1.72%
STOX
N/A
5Y EPS CAGR
HYI
N/A
STOX
25.81%
Debt to Equity
HYI
N/A
STOX
5.29%
P/S Ratio
HYI
N/A
STOX
3.67
P/B Ratio
HYI
N/A
STOX
5.79
HYI vs STOX - Historical Returns
Returns include dividend reinvestment.
1M
HYI
+0.29%
Winner
STOX
+0.36%
3M
HYI
+0.52%
Winner
STOX
+9.67%
6M
HYI
+1.53%
Winner
STOX
+8.67%
1Y
HYI
-0.86%
Winner
STOX
+21.61%
5Y(CAGR)
HYI
+1.75%
STOX
N/A
10Y(CAGR)
HYI
+5.35%
STOX
N/A
Max(CAGR)
HYI
+4.62%
Winner
STOX
+22.58%
HYI vs STOX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | HYI | STOX |
|---|---|---|
| 2026 | -0.51% | +8.02% |
| 2025 | +3.47% | +12.56% |
| 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 STOX Drawdown Comparison
The maximum drawdown for HYI was -36.03%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.
The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The current HYI drawdown is -5.12%. The current STOX drawdown is -1.96%.
| Rank | HYI | STOX |
|---|---|---|
| #1 | -36.03% Feb 18, 2020 - Nov 25, 2020 | -9.33% Feb 2, 2026 - Apr 15, 2026 |
| #2 | -26.34% Nov 5, 2021 - Feb 18, 2025 | -5.03% Oct 29, 2025 - Dec 10, 2025 |
| #3 | -18.70% Jul 8, 2011 - Jan 25, 2012 | -3.95% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -18.60% Jun 30, 2014 - Jul 11, 2016 | -3.06% Dec 11, 2025 - Dec 23, 2025 |
| #5 | -10.69% May 15, 2013 - May 8, 2014 | -2.71% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -10.68% Sep 27, 2012 - Mar 13, 2013 | -2.63% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -9.67% Oct 17, 2018 - Feb 1, 2019 | -1.93% Jul 30, 2025 - Aug 6, 2025 |
| #8 | -8.88% Nov 1, 2010 - May 12, 2011 | -1.85% May 14, 2026 - May 26, 2026 |
| #9 | -8.19% Sep 16, 2025 - Mar 30, 2026 | -1.52% Aug 14, 2025 - Aug 28, 2025 |
| #10 | -7.44% Mar 30, 2012 - Jul 9, 2012 | -1.35% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -6.52% Sep 30, 2016 - Jan 3, 2017 | -1.30% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -5.74% Feb 25, 2025 - May 29, 2025 | -1.18% Jun 30, 2025 - Jul 17, 2025 |
| #13 | -4.59% Oct 13, 2017 - Oct 17, 2018 | -1.15% Apr 17, 2026 - Apr 22, 2026 |
| #14 | -4.13% Aug 1, 2019 - Sep 18, 2019 | -1.11% Dec 24, 2025 - Jan 6, 2026 |
| #15 | -4.01% May 3, 2019 - Jun 19, 2019 | -0.91% Oct 20, 2025 - Oct 24, 2025 |
Correlation
Correlation between HYI and STOX is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.54
-101
Dividend Comparison (2010 - 2026)
HYI vs STOX dividend yield comparison.
| Year | HYI | STOX |
|---|---|---|
| 2026 | 4.47% | 0.00% |
| 2025 | 10.22% | 0.19% |
| 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% |
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