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MHY vs SPY

Comparison between Western Asset Managed High Incm Fnd Inc (MHY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

MHY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MHY
$20M
Winner
SPY
$735B
Expense Ratio
MHY
0.69%
Winner
SPY
0.09%
Max Drawdown
MHY
68.74%
Winner
SPY
56.47%
Sharpe Ratio
MHY
1.03
Winner
SPY
1.62
5Y Beta
Winner
MHY
0.16
SPY
1.00
P/E Ratio
MHY
N/A
SPY
28.99
Forward P/E
MHY
N/A
SPY
22.37
5Y Dividends CAGR
MHY
N/A
SPY
5.43%
5Y EPS CAGR
MHY
N/A
SPY
26.05%
Debt to Equity
MHY
N/A
SPY
32.40%
P/S Ratio
MHY
N/A
SPY
3.74
P/B Ratio
MHY
N/A
SPY
5.61

MHY vs SPY - Holdings Comparison

MHY and SPY have 1 common holdings. Overlap is 0.00%

MHY's top 25 holdings weight is 36.57%. SPY's top 25 holdings weight is 52.37%.

RankMHYSPY
#1
U.S. DOLLAR (n/a) - 3.36%
NVIDIA CORP (NVDA) - 8.10%
#2
GTC AURORA LUXEMBOURG SA 2.25% (n/a) - 1.60%
APPLE INC (AAPL) - 7.02%
#3
n/a (NCA) - 1.59%
MICROSOFT CORP (MSFT) - 4.79%
#4
n/a (n/a) - 1.56%
AMAZON.COM INC (AMZN) - 4.02%
#5
n/a (n/a) - 1.53%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 1.52%
BROADCOM INC (AVGO) - 3.10%
#7
PETROBRAS GLOBAL FIN BV 6.25% (n/a) - 1.51%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
JANE STREET GROUP LLC / JSG FINANCE INC. 6.125% (n/a) - 1.50%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
n/a (n/a) - 1.50%
TESLA INC (TSLA) - 1.89%
#10
BCPE FLAVOR DEBT MERGER SUB LLC 9.5% (n/a) - 1.49%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
ARQIVA BROADCAST FINANCE PLC 8.625% (n/a) - 1.48%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
n/a (n/a) - 1.48%
ELI LILLY AND CO (LLY) - 1.31%
#13
n/a (n/a) - 1.47%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
n/a (n/a) - 1.46%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
JEFFERSON CAPITAL HOLDINGS LLC 8.25% (n/a) - 1.46%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CHC GROUP LLC / CHC FINANCE LTD 11.75% (n/a) - 1.46%
INTEL CORP (INTC) - 0.90%
#17
BELLIS ACQUISITION CO PLC 8.125% (n/a) - 1.43%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
WOM CHILE HOLDCO S.P.A. 5% (n/a) - 1.41%
VISA INC CLASS A (V) - 0.85%
#19
CHEPLAPHARM ARZNEIMITTEL GMBH 7.5% (n/a) - 1.22%
WALMART INC (WMT) - 0.81%
#20
LENZING AG 9% (n/a) - 1.20%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AAREAL BANK AG 9.875% (n/a) - 1.08%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
TRIVIUM PACKAGING FINANCE BV 12.25% (n/a) - 1.08%
CATERPILLAR INC (CAT) - 0.66%
#23
KAROON USA FINANCE INC. 10.5% (n/a) - 1.06%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
C&W SENIOR FINANCE LTD. 9% (n/a) - 1.06%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NAVIOS SOUTH AMERICAN L 8.875 7/14/2030 (n/a) - 1.06%
ABBVIE INC (ABBV) - 0.58%
Total Holdings92505

MHY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MHY
+0.77%
Winner
SPY
+1.90%
3M
MHY
+2.10%
Winner
SPY
+8.55%
6M
MHY
+3.41%
Winner
SPY
+8.18%
1Y
MHY
N/A
SPY
+25.79%
5Y(CAGR)
MHY
N/A
SPY
+13.32%
10Y(CAGR)
Winner
MHY
+19.08%
SPY
+15.19%
Max(CAGR)
Winner
MHY
+10.45%
SPY
+8.47%

MHY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMHYSPY
2026+2.74%+8.26%
2025+1.74%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016+14.04%+13.59%
2015-3.68%+1.31%
2014-3.04%+14.56%
2013-2.18%+29.00%
2012+10.16%+14.17%
2011+6.98%+0.85%
2010+16.09%+13.14%
2009+48.58%+22.67%
2008-18.41%-36.25%
2007-7.35%+5.32%
2006+18.28%+13.85%
2005+0.17%+5.32%
2004+1.72%+10.75%
2003+20.89%+24.18%
2002-5.24%-22.42%
2001-7.05%-10.13%
2000+12.48%-8.84%
1999-4.19%+8.61%

MHY vs SPY Drawdown Comparison

The maximum drawdown for MHY was -51.73%, occurring on Oct 9, 2008. Recovery took 553 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MHY drawdown is -0.23%. The current SPY drawdown is -2.90%.

RankMHYSPY
#1-51.73%
Jun 4, 2007 - Aug 12, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.62%
Jan 24, 2001 - Jun 9, 2003		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.58%
Aug 28, 2012 - Aug 18, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.23%
May 11, 2011 - Jan 26, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.95%
Jan 21, 2004 - Aug 30, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.80%
Aug 23, 2000 - Jan 4, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.79%
Nov 8, 2010 - Mar 23, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.22%
Apr 13, 2010 - Jul 16, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.54%
Oct 21, 2009 - Jan 20, 2010		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.48%
Jun 12, 2003 - Jan 21, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.90%
Nov 4, 1999 - Jun 1, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.13%
Oct 18, 2004 - Aug 3, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.04%
Feb 23, 2007 - May 10, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.79%
Jan 21, 2010 - Feb 19, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.54%
Mar 23, 2012 - Aug 10, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MHY and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

MHY vs SPY dividend yield comparison.

YearMHYSPY
20260.26%0.24%
20253.42%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20165.68%2.03%
20159.16%2.06%
20148.24%1.87%
20138.02%1.81%
20128.03%2.18%
20118.98%2.05%
20109.73%1.80%
200910.10%1.95%
200813.00%3.02%
20079.41%1.85%
20064.88%1.73%
20058.43%1.73%
20049.05%1.82%
20039.32%1.47%
200211.21%1.70%
200112.63%1.25%
200011.53%1.15%
19991.95%0.24%

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