LRGE vs HIX

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

5-Year PerformanceLRGE has outperformed HIX, delivering a return of +9.2% compared to -0.9%

LRGE vs HIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRGE(ETF)	HIX(ETF)
Net Assets	$365M	$363M
Expense Ratio	0.48%	N/A
Max Drawdown	37.78%	72.39%
Sharpe Ratio	0.43	0.16
5Y Beta	1.08	0.37
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%	0.00%
5Y EPS CAGR	34.13%	N/A
P/S Ratio	5.15	N/A
P/B Ratio	7.93	N/A

Net Assets

Winner

LRGE

$365M

HIX

$363M

Expense Ratio

LRGE

0.48%

HIX

N/A

Max Drawdown

Winner

LRGE

37.78%

HIX

72.39%

Sharpe Ratio

Winner

LRGE

0.43

HIX

0.16

5Y Beta

LRGE

1.08

Winner

HIX

0.37

P/E Ratio

LRGE

26.84

HIX

N/A

Forward P/E

LRGE

24.12

HIX

N/A

PEG Ratio

LRGE

0.37

HIX

N/A

5Y Dividends CAGR

Winner

LRGE

11.03%

HIX

0.00%

5Y EPS CAGR

LRGE

34.13%

HIX

N/A

P/S Ratio

LRGE

5.15

HIX

N/A

P/B Ratio

LRGE

7.93

HIX

N/A

LRGE vs HIX - Historical Returns

Returns include dividend reinvestment.

Period	LRGE	HIX
1 month	+4.63%	+0.74%
3 months	+0.97%	+2.49%
6 months	+10.30%	-0.21%
1 year	+8.61%	+4.50%
5 years(CAGR)	+9.20%	-0.89%
10 years(CAGR)	+15.10%	+4.60%
Max(CAGR)	+15.10%	+7.56%

Winner

LRGE

+4.63%

HIX

+0.74%

LRGE

+0.97%

Winner

HIX

+2.49%

Winner

LRGE

+10.30%

HIX

-0.21%

Winner

LRGE

+8.61%

HIX

+4.50%

5Y(CAGR)

Winner

LRGE

+9.20%

HIX

-0.89%

10Y(CAGR)

Winner

LRGE

+15.10%

HIX

+4.60%

Max(CAGR)

Winner

LRGE

+15.10%

HIX

+7.56%

LRGE vs HIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LRGE	HIX
2026	+6.13%	+2.62%
2025	+9.49%	+12.20%
2024	+28.06%	-3.63%
2023	+45.97%	+11.18%
2022	-31.43%	-23.61%
2021	+24.40%	+14.51%
2020	+30.62%	+12.10%
2019	+33.80%	+25.96%
2018	-0.66%	-11.22%
2017	+16.00%	+7.61%
2016	N/A	+24.05%
2015	N/A	-14.83%
2014	N/A	+0.11%
2013	N/A	+1.16%
2012	N/A	+9.05%
2011	N/A	+14.21%
2010	N/A	+12.88%
2009	N/A	+99.91%
2008	N/A	-40.91%
2007	N/A	-0.43%
2006	N/A	+20.35%
2005	N/A	-9.75%
2004	N/A	+3.15%
2003	N/A	+46.62%
2002	N/A	+4.20%
2001	N/A	+7.38%
2000	N/A	+22.60%
1999	N/A	-1.26%

LRGE vs HIX Drawdown Comparison

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

The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.

The current LRGE drawdown is -3.26%. The current HIX drawdown is -5.26%.

Rank	LRGE	HIX
#1	-37.04% Nov 19, 2021 - Jan 19, 2024	-60.88% May 4, 2007 - Sep 11, 2009
#2	-29.31% Feb 19, 2020 - Jul 1, 2020	-44.77% Feb 18, 2020 - Aug 20, 2020
#3	-20.26% Jan 23, 2025 - Jun 27, 2025	-38.72% Aug 18, 2021 - Oct 14, 2022
#4	-19.19% Oct 1, 2018 - Mar 21, 2019	-28.46% Jun 27, 2014 - Jan 24, 2017
#5	-16.32% Oct 28, 2025 - May 14, 2026	-25.23% Jun 10, 2002 - Mar 4, 2003
#6	-10.20% Sep 2, 2020 - Nov 16, 2020	-20.97% Mar 8, 2001 - Jan 11, 2002
#7	-9.43% Jul 16, 2024 - Aug 21, 2024	-19.03% Apr 1, 2004 - Oct 27, 2006
#8	-9.25% Apr 29, 2019 - Jul 3, 2019	-16.38% Oct 20, 2017 - Feb 25, 2019
#9	-9.09% Jan 26, 2018 - Jun 5, 2018	-16.29% Sep 11, 2000 - Jan 8, 2001
#10	-8.35% Jun 1, 2026 - Aug 12, 2026	-16.19% May 26, 2011 - Jan 6, 2012
#11	-7.72% Feb 12, 2021 - Apr 5, 2021	-15.17% May 21, 2013 - Apr 17, 2014
#12	-7.37% Jul 26, 2019 - Nov 8, 2019	-14.59% Oct 5, 2012 - Apr 24, 2013
#13	-7.03% Mar 21, 2024 - Jun 5, 2024	-14.51% Apr 15, 2010 - Aug 2, 2010
#14	-6.54% Sep 3, 2021 - Oct 21, 2021	-10.18% Jul 7, 2003 - Sep 5, 2003
#15	-5.57% Apr 29, 2021 - Jun 10, 2021	-9.05% Nov 5, 1999 - Jan 27, 2000

Correlation

Correlation between LRGE and HIX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

LRGE vs HIX dividend yield comparison.

Year	LRGE	HIX
2026	0.00%	10.08%
2025	0.13%	14.13%
2024	0.17%	13.97%
2023	0.11%	11.85%
2022	2.02%	12.15%
2021	1.20%	8.21%
2020	0.37%	8.53%
2019	0.37%	8.28%
2018	2.10%	9.50%
2017	0.37%	8.73%
2016	0.00%	10.53%
2015	0.00%	13.12%
2014	0.00%	10.08%
2013	0.00%	10.14%
2012	0.00%	10.22%
2011	0.00%	10.48%
2010	0.00%	11.58%
2009	0.00%	12.45%
2008	0.00%	21.58%
2007	0.00%	9.31%
2006	0.00%	7.75%
2005	0.00%	10.12%
2004	0.00%	10.68%
2003	0.00%	11.25%
2002	0.00%	13.81%
2001	0.00%	13.35%
2000	0.00%	13.85%
1999	0.00%	2.29%