MHY vs EMPB
Comparison between Western Asset Managed High Incm Fnd Inc (MHY, ETF) and EFFICIENT MARKET PORTFOLIO PLUS ETF (EMPB, ETF).
MHY vs EMPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MHY
$23M
EMPB
$23M
Expense Ratio
Winner
MHY
0.69%
EMPB
2.21%
Max Drawdown
MHY
68.74%
Winner
EMPB
7.55%
Sharpe Ratio
MHY
1.02
Winner
EMPB
1.03
5Y Beta
Winner
MHY
0.15
EMPB
0.45
MHY vs EMPB - Holdings Comparison
MHY and EMPB have 1 common holdings. Overlap is -1.38%
MHY's top 25 holdings weight is 36.57%. EMPB's top 25 holdings weight is 99.99%.
| Rank | MHY | EMPB |
|---|---|---|
| #1 | U.S. DOLLAR (n/a) - 3.36% | OTHER ASSETS AND LIABILITIES (n/a) - 52.13% |
| #2 | GTC AURORA LUXEMBOURG SA 2.25% (n/a) - 1.60% | INVESCO QQQ TRUST (QQQ) - 16.22% |
| #3 | n/a (NCA) - 1.59% | STT STRT®SPDR®S&P®MTLS &MNGETF (XME) - 16.20% |
| #4 | n/a (n/a) - 1.56% | VANECK SEMICONDUCTOR ETF (SMH) - 15.19% |
| #5 | n/a (n/a) - 1.53% | PROSHARES ULTRASHORT 20& YEAR TREASURY (TBT) - 13.06% |
| #6 | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 1.52% | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 12.55% |
| #7 | PETROBRAS GLOBAL FIN BV 6.25% (n/a) - 1.51% | VANGUARD CONSUMER STAPLES ETF (VDC) - 12.48% |
| #8 | JANE STREET GROUP LLC / JSG FINANCE INC. 6.125% (n/a) - 1.50% | ISHARES US TELECOMMUNICATIONS ETF (IYZ) - 12.22% |
| #9 | n/a (n/a) - 1.50% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.09% |
| #10 | BCPE FLAVOR DEBT MERGER SUB LLC 9.5% (n/a) - 1.49% | US DOLLARS (n/a) - -1.38% |
| #11 | ARQIVA BROADCAST FINANCE PLC 8.625% (n/a) - 1.48% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - -4.04% |
| #12 | n/a (n/a) - 1.48% | ARK INNOVATION ETF (ARKK) - -4.08% |
| #13 | n/a (n/a) - 1.47% | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - -4.08% |
| #14 | n/a (n/a) - 1.46% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - -4.10% |
| #15 | JEFFERSON CAPITAL HOLDINGS LLC 8.25% (n/a) - 1.46% | STATE STREET®MATSELSECTSPDR®ETF (XLB) - -4.13% |
| #16 | CHC GROUP LLC / CHC FINANCE LTD 11.75% (n/a) - 1.46% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - -4.14% |
| #17 | BELLIS ACQUISITION CO PLC 8.125% (n/a) - 1.43% | ISHARES US HOME CONSTRUCTION ETF (ITB) - -4.63% |
| #18 | WOM CHILE HOLDCO S.P.A. 5% (n/a) - 1.41% | INVESCO SOLAR ETF (TAN) - -4.64% |
| #19 | CHEPLAPHARM ARZNEIMITTEL GMBH 7.5% (n/a) - 1.22% | GLOBAL X URANIUM ETF (URA) - -4.73% |
| #20 | LENZING AG 9% (n/a) - 1.20% | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - -4.98% |
| #21 | AAREAL BANK AG 9.875% (n/a) - 1.08% | STATE STREET®FINSELSECTSPDR®ETF (XLF) - -5.22% |
| #22 | TRIVIUM PACKAGING FINANCE BV 12.25% (n/a) - 1.08% | N/A |
| #23 | KAROON USA FINANCE INC. 10.5% (n/a) - 1.06% | N/A |
| #24 | C&W SENIOR FINANCE LTD. 9% (n/a) - 1.06% | N/A |
| #25 | NAVIOS SOUTH AMERICAN L 8.875 7/14/2030 (n/a) - 1.06% | N/A |
| Total Holdings | 92 | 21 |
MHY vs EMPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MHY
+1.46%
EMPB
+1.08%
3M
MHY
+3.69%
Winner
EMPB
+8.74%
6M
MHY
+4.80%
Winner
EMPB
+18.46%
1Y
MHY
+7.49%
Winner
EMPB
+16.57%
10Y(CAGR)
MHY
+18.80%
EMPB
N/A
Max(CAGR)
MHY
+10.51%
Winner
EMPB
+19.34%
MHY vs EMPB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MHY | EMPB |
|---|---|---|
| 2026 | +5.55% | +14.31% |
| 2025 | +1.74% | +14.64% |
| 2024 | N/A | +0.89% |
| 2016 | +14.04% | N/A |
| 2015 | -3.68% | N/A |
| 2014 | -3.04% | N/A |
| 2013 | -2.18% | N/A |
| 2012 | +10.16% | N/A |
| 2011 | +6.98% | N/A |
| 2010 | +16.09% | N/A |
| 2009 | +48.58% | N/A |
| 2008 | -18.41% | N/A |
| 2007 | -7.35% | N/A |
| 2006 | +18.28% | N/A |
| 2005 | +0.17% | N/A |
| 2004 | +1.72% | N/A |
| 2003 | +20.89% | N/A |
| 2002 | -5.24% | N/A |
| 2001 | -7.05% | N/A |
| 2000 | +12.48% | N/A |
| 1999 | -4.19% | N/A |
MHY vs EMPB Drawdown Comparison
The maximum drawdown for MHY was -51.73%, occurring on Oct 9, 2008. Recovery took 553 trading sessions.
The maximum drawdown for EMPB was -7.55%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current EMPB drawdown is -0.77%.
| Rank | MHY | EMPB |
|---|---|---|
| #1 | -51.73% Jun 4, 2007 - Aug 12, 2009 | -7.55% Feb 19, 2025 - May 12, 2025 |
| #2 | -32.62% Jan 24, 2001 - Jun 9, 2003 | -5.98% Oct 6, 2025 - Feb 10, 2026 |
| #3 | -20.58% Aug 28, 2012 - Aug 18, 2016 | -5.56% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -16.23% May 11, 2011 - Jan 26, 2012 | -4.08% Jan 6, 2025 - Jan 22, 2025 |
| #5 | -15.95% Jan 21, 2004 - Aug 30, 2004 | -2.65% Jan 24, 2025 - Feb 5, 2025 |
| #6 | -14.80% Aug 23, 2000 - Jan 4, 2001 | -2.47% Jul 14, 2026 - Jul 17, 2026 |
| #7 | -13.79% Nov 8, 2010 - Mar 23, 2011 | -2.05% Jun 12, 2025 - Jun 24, 2025 |
| #8 | -13.22% Apr 13, 2010 - Jul 16, 2010 | -1.86% Aug 18, 2025 - Aug 26, 2025 |
| #9 | -11.54% Oct 21, 2009 - Jan 20, 2010 | -1.84% Jun 12, 2026 - Jun 30, 2026 |
| #10 | -11.48% Jun 12, 2003 - Jan 21, 2004 | -1.66% Jun 30, 2026 - Jul 10, 2026 |
| #11 | -10.90% Nov 4, 1999 - Jun 1, 2000 | -1.53% Aug 28, 2025 - Sep 9, 2025 |
| #12 | -10.13% Oct 18, 2004 - Aug 3, 2006 | -1.45% Dec 26, 2024 - Jan 3, 2025 |
| #13 | -7.04% Feb 23, 2007 - May 10, 2007 | -1.39% Jul 28, 2025 - Aug 4, 2025 |
| #14 | -6.79% Jan 21, 2010 - Feb 19, 2010 | -1.37% Dec 17, 2024 - Dec 23, 2024 |
| #15 | -6.54% Mar 23, 2012 - Aug 10, 2012 | -1.35% Sep 19, 2025 - Oct 6, 2025 |
Correlation
Correlation between MHY and EMPB is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
MHY vs EMPB dividend yield comparison.
| Year | MHY | EMPB |
|---|---|---|
| 2026 | 1.92% | 0.00% |
| 2025 | 3.42% | 0.88% |
| 2024 | 0.00% | 0.28% |
| 2016 | 5.68% | 0.00% |
| 2015 | 9.16% | 0.00% |
| 2014 | 8.24% | 0.00% |
| 2013 | 8.02% | 0.00% |
| 2012 | 8.03% | 0.00% |
| 2011 | 8.98% | 0.00% |
| 2010 | 9.73% | 0.00% |
| 2009 | 10.10% | 0.00% |
| 2008 | 13.00% | 0.00% |
| 2007 | 9.41% | 0.00% |
| 2006 | 4.88% | 0.00% |
| 2005 | 8.43% | 0.00% |
| 2004 | 9.05% | 0.00% |
| 2003 | 9.32% | 0.00% |
| 2002 | 11.21% | 0.00% |
| 2001 | 12.63% | 0.00% |
| 2000 | 11.53% | 0.00% |
| 1999 | 1.95% | 0.00% |
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