LRND vs HIX

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

LRND vs HIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRND(ETF)	HIX(ETF)
Net Assets	$374M	$371M
Expense Ratio	0.14%	N/A
Max Drawdown	25.97%	72.39%
Sharpe Ratio	1.05	0.36
5Y Beta	1.09	0.37
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	1.61%
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

HIX

$371M

Expense Ratio

LRND

0.14%

HIX

N/A

Max Drawdown

Winner

LRND

25.97%

HIX

72.39%

Sharpe Ratio

Winner

LRND

1.05

HIX

0.36

5Y Beta

LRND

1.09

Winner

HIX

0.37

P/E Ratio

LRND

35.10

HIX

N/A

Forward P/E

LRND

25.52

HIX

N/A

PEG Ratio

LRND

0.35

HIX

N/A

5Y Dividends CAGR

LRND

N/A

HIX

1.61%

5Y EPS CAGR

LRND

35.41%

HIX

N/A

Debt to Equity

LRND

50.35%

HIX

N/A

P/S Ratio

LRND

8.60

HIX

N/A

P/B Ratio

LRND

11.72

HIX

N/A

LRND vs HIX - Historical Returns

Returns include dividend reinvestment.

Period	LRND	HIX
1 month	+1.97%	+1.50%
3 months	+7.75%	+2.75%
6 months	+11.96%	+1.23%
1 year	+21.15%	+6.97%
5 years(CAGR)	+15.07%	+0.09%
10 years(CAGR)	N/A	+4.90%
Max(CAGR)	+15.07%	+7.60%

Winner

LRND

+1.97%

HIX

+1.50%

Winner

LRND

+7.75%

HIX

+2.75%

Winner

LRND

+11.96%

HIX

+1.23%

Winner

LRND

+21.15%

HIX

+6.97%

5Y(CAGR)

Winner

LRND

+15.07%

HIX

+0.09%

10Y(CAGR)

LRND

N/A

HIX

+4.90%

Max(CAGR)

Winner

LRND

+15.07%

HIX

+7.60%

LRND vs HIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LRND	HIX
2026	+9.92%	+2.92%
2025	+20.44%	+12.20%
2024	+22.47%	-3.63%
2023	+43.76%	+11.18%
2022	-19.33%	-23.61%
2021	N/A	+14.51%
2020	N/A	+12.10%
2019	N/A	+25.96%
2018	N/A	-11.22%
2017	N/A	+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%

LRND vs HIX Drawdown Comparison

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

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

The current LRND drawdown is -3.20%. The current HIX drawdown is -4.99%.

Rank	LRND	HIX
#1	-25.44% Mar 29, 2022 - Jun 13, 2023	-60.88% May 4, 2007 - Sep 11, 2009
#2	-21.06% Feb 19, 2025 - Jun 26, 2025	-44.77% Feb 18, 2020 - Aug 20, 2020
#3	-13.83% Oct 29, 2025 - Apr 17, 2026	-38.72% Aug 18, 2021 - Oct 14, 2022
#4	-11.98% Jul 10, 2024 - Nov 6, 2024	-28.46% Jun 27, 2014 - Jan 24, 2017
#5	-9.75% Jul 28, 2023 - Nov 20, 2023	-25.23% Jun 10, 2002 - Mar 4, 2003
#6	-9.20% Feb 9, 2022 - Mar 28, 2022	-20.97% Mar 8, 2001 - Jan 11, 2002
#7	-7.98% Jun 2, 2026 - Jun 25, 2026	-19.03% Apr 1, 2004 - Oct 27, 2006
#8	-6.06% Mar 28, 2024 - May 15, 2024	-16.38% Oct 20, 2017 - Feb 25, 2019
#9	-4.51% Dec 16, 2024 - Jan 23, 2025	-16.29% Sep 11, 2000 - Jan 8, 2001
#10	-4.01% Nov 7, 2024 - Dec 4, 2024	-16.19% May 26, 2011 - Jan 6, 2012
#11	-3.14% Jun 15, 2023 - Jul 13, 2023	-15.17% May 21, 2013 - Apr 17, 2014
#12	-2.90% Oct 9, 2025 - Oct 24, 2025	-14.59% Oct 5, 2012 - Apr 24, 2013
#13	-2.74% Jul 24, 2025 - Aug 12, 2025	-14.51% Apr 15, 2010 - Aug 2, 2010
#14	-2.46% Sep 22, 2025 - Oct 6, 2025	-10.18% Jul 7, 2003 - Sep 5, 2003
#15	-2.33% May 14, 2026 - May 28, 2026	-9.05% Nov 5, 1999 - Jan 27, 2000

Correlation

Correlation between LRND and HIX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

LRND vs HIX dividend yield comparison.

Year	LRND	HIX
2026	0.19%	7.35%
2025	0.67%	14.13%
2024	0.97%	13.97%
2023	1.22%	11.85%
2022	1.32%	12.15%
2021	0.00%	8.21%
2020	0.00%	8.53%
2019	0.00%	8.28%
2018	0.00%	9.50%
2017	0.00%	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%