LRGE vs HIO

Comparison between CLEARBRIDGE LARGE CAP GROWTH SELECT ETF (LRGE, ETF) and Western Asset High Income Opportunity Fund Inc (HIO, ETF).

5-Year PerformanceLRGE has outperformed HIO, delivering a return of +9.2% compared to +1.9%

LRGE vs HIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRGE(ETF)	HIO(ETF)
Net Assets	$365M	$365M
Expense Ratio	0.48%	N/A
Max Drawdown	37.78%	68.83%
Sharpe Ratio	0.43	-0.31
5Y Beta	1.08	0.36
P/E Ratio	26.84	N/A
Forward P/E	24.12	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	11.03%	2.58%
5Y EPS CAGR	34.13%	N/A
P/S Ratio	5.15	N/A
P/B Ratio	7.93	N/A

Net Assets

LRGE

$365M

Winner

HIO

$365M

Expense Ratio

LRGE

0.48%

HIO

N/A

Max Drawdown

Winner

LRGE

37.78%

HIO

68.83%

Sharpe Ratio

Winner

LRGE

0.43

HIO

-0.31

5Y Beta

LRGE

1.08

Winner

HIO

0.36

P/E Ratio

LRGE

26.84

HIO

N/A

Forward P/E

LRGE

24.12

HIO

N/A

PEG Ratio

LRGE

0.37

HIO

N/A

5Y Dividends CAGR

Winner

LRGE

11.03%

HIO

2.58%

5Y EPS CAGR

LRGE

34.13%

HIO

N/A

P/S Ratio

LRGE

5.15

HIO

N/A

P/B Ratio

LRGE

7.93

HIO

N/A

LRGE vs HIO - Historical Returns

Returns include dividend reinvestment.

Period	LRGE	HIO
1 month	+4.63%	-0.13%
3 months	+0.97%	-1.21%
6 months	+10.30%	-1.80%
1 year	+8.61%	-0.13%
5 years(CAGR)	+9.20%	+1.90%
10 years(CAGR)	+15.10%	+5.12%
Max(CAGR)	+15.10%	+5.97%

Winner

LRGE

+4.63%

HIO

-0.13%

Winner

LRGE

+0.97%

HIO

-1.21%

Winner

LRGE

+10.30%

HIO

-1.80%

Winner

LRGE

+8.61%

HIO

-0.13%

5Y(CAGR)

Winner

LRGE

+9.20%

HIO

+1.90%

10Y(CAGR)

Winner

LRGE

+15.10%

HIO

+5.12%

Max(CAGR)

Winner

LRGE

+15.10%

HIO

+5.97%

LRGE vs HIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LRGE	HIO
2026	+6.13%	+1.97%
2025	+9.49%	+4.24%
2024	+28.06%	+11.22%
2023	+45.97%	+9.15%
2022	-31.43%	-16.61%
2021	+24.40%	+13.00%
2020	+30.62%	+6.07%
2019	+33.80%	+22.81%
2018	-0.66%	-8.66%
2017	+16.00%	+7.03%
2016	N/A	+17.18%
2015	N/A	-5.50%
2014	N/A	-3.52%
2013	N/A	-2.90%
2012	N/A	+12.31%
2011	N/A	+9.77%
2010	N/A	+11.29%
2009	N/A	+61.70%
2008	N/A	-26.06%
2007	N/A	-2.65%
2006	N/A	+22.13%
2005	N/A	-1.20%
2004	N/A	+2.18%
2003	N/A	+24.35%
2002	N/A	-7.05%
2001	N/A	-1.23%
2000	N/A	+11.80%
1999	N/A	-3.82%

LRGE vs HIO Drawdown Comparison

The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.

The maximum drawdown for HIO was -49.61%, occurring on Nov 20, 2008. Recovery took 554 trading sessions.

The current LRGE drawdown is -3.26%. The current HIO drawdown is -3.34%.

Rank	LRGE	HIO
#1	-37.04% Nov 19, 2021 - Jan 19, 2024	-49.61% Jun 1, 2007 - Aug 12, 2009
#2	-29.31% Feb 19, 2020 - Jul 1, 2020	-40.57% Feb 20, 2020 - Aug 24, 2020
#3	-20.26% Jan 23, 2025 - Jun 27, 2025	-32.15% Feb 15, 2001 - Jun 12, 2003
#4	-19.19% Oct 1, 2018 - Mar 21, 2019	-26.19% Sep 9, 2021 - Sep 16, 2024
#5	-16.32% Oct 28, 2025 - May 14, 2026	-20.75% Jun 18, 2014 - Aug 18, 2016
#6	-10.20% Sep 2, 2020 - Nov 16, 2020	-16.72% Jan 20, 2004 - Nov 4, 2004
#7	-9.43% Jul 16, 2024 - Aug 21, 2024	-15.95% Jul 31, 2000 - Jan 10, 2001
#8	-9.25% Apr 29, 2019 - Jul 3, 2019	-15.05% May 12, 2011 - Jan 13, 2012
#9	-9.09% Jan 26, 2018 - Jun 5, 2018	-13.29% Mar 7, 2025 - Jul 1, 2025
#10	-8.35% Jun 1, 2026 - Aug 12, 2026	-13.25% Jan 2, 2018 - Jan 31, 2019
#11	-7.72% Feb 12, 2021 - Apr 5, 2021	-12.80% May 22, 2013 - May 8, 2014
#12	-7.37% Jul 26, 2019 - Nov 8, 2019	-11.36% Sep 24, 2012 - Jan 10, 2013
#13	-7.03% Mar 21, 2024 - Jun 5, 2024	-11.31% Apr 26, 2010 - Aug 9, 2010
#14	-6.54% Sep 3, 2021 - Oct 21, 2021	-10.95% Jun 13, 2003 - Dec 31, 2003
#15	-5.57% Apr 29, 2021 - Jun 10, 2021	-10.61% Nov 5, 1999 - May 31, 2000

Correlation

Correlation between LRGE and HIO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

LRGE vs HIO dividend yield comparison.

Year	LRGE	HIO
2026	0.00%	8.16%
2025	0.13%	11.48%
2024	0.17%	10.84%
2023	0.11%	9.90%
2022	2.02%	9.11%
2021	1.20%	7.02%
2020	0.37%	7.86%
2019	0.37%	6.91%
2018	2.10%	7.31%
2017	0.37%	7.04%
2016	0.00%	8.44%
2015	0.00%	9.08%
2014	0.00%	8.06%
2013	0.00%	8.55%
2012	0.00%	7.81%
2011	0.00%	8.47%
2010	0.00%	9.70%
2009	0.00%	10.33%
2008	0.00%	14.47%
2007	0.00%	9.08%
2006	0.00%	9.04%
2005	0.00%	9.44%
2004	0.00%	8.93%
2003	0.00%	9.94%
2002	0.00%	12.25%
2001	0.00%	14.16%
2000	0.00%	11.14%
1999	0.00%	1.88%