LST vs HYI

Comparison between LEUTHOLD SELECT INDUSTRIES ETF (LST, ETF) and Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF).

LST vs HYI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LST(ETF)	HYI(ETF)
Net Assets	$150M	$150M
Expense Ratio	0.65%	N/A
Max Drawdown	19.47%	48.50%
Sharpe Ratio	1.76	-0.64
5Y Beta	0.89	0.25
P/E Ratio	18.55	N/A
Forward P/E	15.77	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	N/A	1.72%
5Y EPS CAGR	20.47%	N/A
Debt to Equity	17.97%	N/A
P/S Ratio	1.21	N/A
P/B Ratio	2.97	N/A

Net Assets

LST

$150M

Winner

HYI

$150M

Expense Ratio

LST

0.65%

HYI

N/A

Max Drawdown

Winner

LST

19.47%

HYI

48.50%

Sharpe Ratio

Winner

LST

1.76

HYI

-0.64

5Y Beta

LST

0.89

Winner

HYI

0.25

P/E Ratio

LST

18.55

HYI

N/A

Forward P/E

LST

15.77

HYI

N/A

PEG Ratio

LST

0.14

HYI

N/A

5Y Dividends CAGR

LST

N/A

HYI

1.72%

5Y EPS CAGR

LST

20.47%

HYI

N/A

Debt to Equity

LST

17.97%

HYI

N/A

P/S Ratio

LST

1.21

HYI

N/A

P/B Ratio

LST

2.97

HYI

N/A

LST vs HYI - Historical Returns

Returns include dividend reinvestment.

Period	LST	HYI
1 month	+4.04%	-1.62%
3 months	+10.16%	-1.87%
6 months	+15.54%	+0.13%
1 year	+32.37%	-1.19%
5 years(CAGR)	N/A	+1.53%
10 years(CAGR)	N/A	+5.25%
Max(CAGR)	+22.85%	+4.58%

Winner

LST

+4.04%

HYI

-1.62%

Winner

LST

+10.16%

HYI

-1.87%

Winner

LST

+15.54%

HYI

+0.13%

Winner

LST

+32.37%

HYI

-1.19%

5Y(CAGR)

LST

N/A

HYI

+1.53%

10Y(CAGR)

LST

N/A

HYI

+5.25%

Max(CAGR)

Winner

LST

+22.85%

HYI

+4.58%

LST vs HYI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LST	HYI
2026	+13.77%	-1.26%
2025	+15.66%	+3.47%
2024	N/A	+7.19%
2023	N/A	+7.84%
2022	N/A	-13.47%
2021	N/A	+10.82%
2020	N/A	+7.09%
2019	N/A	+26.70%
2018	N/A	-6.90%
2017	N/A	+8.07%
2016	N/A	+17.18%
2015	N/A	-2.30%
2014	N/A	-4.39%
2013	N/A	+3.50%
2012	N/A	+18.60%
2011	N/A	-0.27%
2010	N/A	-7.98%

LST vs HYI Drawdown Comparison

The maximum drawdown for LST was -19.47%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The maximum drawdown for HYI was -36.03%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.

The current LST drawdown is -2.63%. The current HYI drawdown is -5.83%.

Rank	LST	HYI
#1	-19.47% Feb 5, 2025 - Jun 24, 2025	-36.03% Feb 18, 2020 - Nov 25, 2020
#2	-10.85% Feb 26, 2026 - Apr 30, 2026	-26.34% Nov 5, 2021 - Feb 18, 2025
#3	-5.10% Nov 12, 2025 - Nov 28, 2025	-18.70% Jul 8, 2011 - Jan 25, 2012
#4	-3.13% Sep 22, 2025 - Oct 24, 2025	-18.60% Jun 30, 2014 - Jul 11, 2016
#5	-2.83% May 14, 2026 - May 22, 2026	-10.69% May 15, 2013 - May 8, 2014
#6	-2.72% Oct 27, 2025 - Nov 12, 2025	-10.68% Sep 27, 2012 - Mar 13, 2013
#7	-2.71% Jul 3, 2025 - Aug 12, 2025	-9.67% Oct 17, 2018 - Feb 1, 2019
#8	-2.63% Jun 4, 2026 - Jun 5, 2026	-8.88% Nov 1, 2010 - May 12, 2011
#9	-2.51% Feb 11, 2026 - Feb 20, 2026	-8.19% Sep 16, 2025 - Mar 30, 2026
#10	-2.07% Dec 11, 2025 - Dec 22, 2025	-7.44% Mar 30, 2012 - Jul 9, 2012
#11	-1.95% Dec 26, 2025 - Jan 6, 2026	-6.52% Sep 30, 2016 - Jan 3, 2017
#12	-1.91% Jan 29, 2026 - Feb 6, 2026	-5.74% Feb 25, 2025 - May 29, 2025
#13	-1.56% Jan 30, 2025 - Feb 5, 2025	-4.59% Oct 13, 2017 - Oct 17, 2018
#14	-1.34% Apr 30, 2026 - May 6, 2026	-4.13% Aug 1, 2019 - Sep 18, 2019
#15	-1.28% Jan 15, 2026 - Jan 21, 2026	-4.01% May 3, 2019 - Jun 19, 2019

Correlation

Correlation between LST and HYI is 0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

0.07

-101

Dividend Comparison (2010 - 2026)

LST vs HYI dividend yield comparison.

Year	LST	HYI
2026	0.00%	4.51%
2025	1.34%	10.22%
2024	0.00%	9.64%
2023	0.00%	9.40%
2022	0.00%	9.09%
2021	0.00%	7.19%
2020	0.00%	7.35%
2019	0.00%	6.87%
2018	0.00%	8.10%
2017	0.00%	7.81%
2016	0.00%	8.73%
2015	0.00%	9.36%
2014	0.00%	8.75%
2013	0.00%	8.98%
2012	0.00%	9.52%
2011	0.00%	10.65%
2010	0.00%	0.80%