LRND vs HIO

Comparison between NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF) and Western Asset High Income Opportunity Fund Inc (HIO, ETF).

LRND vs HIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRND(ETF)	HIO(ETF)
Net Assets	$374M	$371M
Expense Ratio	0.14%	N/A
Max Drawdown	25.97%	68.83%
Sharpe Ratio	1.05	-0.11
5Y Beta	1.09	0.36
P/E Ratio	35.10	N/A
Forward P/E	25.52	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	N/A	3.96%
5Y EPS CAGR	35.41%	N/A
Debt to Equity	50.35%	N/A
P/S Ratio	8.60	N/A
P/B Ratio	11.72	N/A

Net Assets

Winner

LRND

$374M

HIO

$371M

Expense Ratio

LRND

0.14%

HIO

N/A

Max Drawdown

Winner

LRND

25.97%

HIO

68.83%

Sharpe Ratio

Winner

LRND

1.05

HIO

-0.11

5Y Beta

LRND

1.09

Winner

HIO

0.36

P/E Ratio

LRND

35.10

HIO

N/A

Forward P/E

LRND

25.52

HIO

N/A

PEG Ratio

LRND

0.35

HIO

N/A

5Y Dividends CAGR

LRND

N/A

HIO

3.96%

5Y EPS CAGR

LRND

35.41%

HIO

N/A

Debt to Equity

LRND

50.35%

HIO

N/A

P/S Ratio

LRND

8.60

HIO

N/A

P/B Ratio

LRND

11.72

HIO

N/A

LRND vs HIO - Historical Returns

Returns include dividend reinvestment.

Period	LRND	HIO
1 month	+1.97%	+0.99%
3 months	+7.75%	+1.30%
6 months	+11.96%	+2.58%
1 year	+21.15%	+1.38%
5 years(CAGR)	+15.07%	+2.87%
10 years(CAGR)	N/A	+5.54%
Max(CAGR)	+15.07%	+6.09%

Winner

LRND

+1.97%

HIO

+0.99%

Winner

LRND

+7.75%

HIO

+1.30%

Winner

LRND

+11.96%

HIO

+2.58%

Winner

LRND

+21.15%

HIO

+1.38%

5Y(CAGR)

Winner

LRND

+15.07%

HIO

+2.87%

10Y(CAGR)

LRND

N/A

HIO

+5.54%

Max(CAGR)

Winner

LRND

+15.07%

HIO

+6.09%

LRND vs HIO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LRND	HIO
2026	+9.92%	+4.52%
2025	+20.44%	+4.24%
2024	+22.47%	+11.22%
2023	+43.76%	+9.15%
2022	-19.33%	-16.61%
2021	N/A	+13.00%
2020	N/A	+6.07%
2019	N/A	+22.81%
2018	N/A	-8.66%
2017	N/A	+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%

LRND vs HIO Drawdown Comparison

The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.

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

The current LRND drawdown is -3.20%. The current HIO drawdown is -0.92%.

Rank	LRND	HIO
#1	-25.44% Mar 29, 2022 - Jun 13, 2023	-49.61% Jun 1, 2007 - Aug 12, 2009
#2	-21.06% Feb 19, 2025 - Jun 26, 2025	-40.57% Feb 20, 2020 - Aug 24, 2020
#3	-13.83% Oct 29, 2025 - Apr 17, 2026	-32.15% Feb 15, 2001 - Jun 12, 2003
#4	-11.98% Jul 10, 2024 - Nov 6, 2024	-26.19% Sep 9, 2021 - Sep 16, 2024
#5	-9.75% Jul 28, 2023 - Nov 20, 2023	-20.75% Jun 18, 2014 - Aug 18, 2016
#6	-9.20% Feb 9, 2022 - Mar 28, 2022	-16.72% Jan 20, 2004 - Nov 4, 2004
#7	-7.98% Jun 2, 2026 - Jun 25, 2026	-15.95% Jul 31, 2000 - Jan 10, 2001
#8	-6.06% Mar 28, 2024 - May 15, 2024	-15.05% May 12, 2011 - Jan 13, 2012
#9	-4.51% Dec 16, 2024 - Jan 23, 2025	-13.29% Mar 7, 2025 - Jul 1, 2025
#10	-4.01% Nov 7, 2024 - Dec 4, 2024	-13.25% Jan 2, 2018 - Jan 31, 2019
#11	-3.14% Jun 15, 2023 - Jul 13, 2023	-12.80% May 22, 2013 - May 8, 2014
#12	-2.90% Oct 9, 2025 - Oct 24, 2025	-11.36% Sep 24, 2012 - Jan 10, 2013
#13	-2.74% Jul 24, 2025 - Aug 12, 2025	-11.31% Apr 26, 2010 - Aug 9, 2010
#14	-2.46% Sep 22, 2025 - Oct 6, 2025	-10.95% Jun 13, 2003 - Dec 31, 2003
#15	-2.33% May 14, 2026 - May 28, 2026	-10.61% Nov 5, 1999 - May 31, 2000

Correlation

Correlation between LRND 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)

LRND vs HIO dividend yield comparison.

Year	LRND	HIO
2026	0.19%	5.85%
2025	0.67%	11.48%
2024	0.97%	10.84%
2023	1.22%	9.90%
2022	1.32%	9.11%
2021	0.00%	7.02%
2020	0.00%	7.86%
2019	0.00%	6.91%
2018	0.00%	7.31%
2017	0.00%	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%