PDN vs HIX
Comparison between INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF) and Western Asset High Income Fund II Inc (HIX, ETF).
5-Year PerformancePDN has outperformed HIX, delivering a return of +6.8% compared to +0.4%
PDN vs HIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDN vs HIX - Historical Returns
Returns include dividend reinvestment.
PDN vs HIX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PDN | HIX |
|---|---|---|
| 2026 | +9.09% | +1.40% |
| 2025 | +38.01% | +12.20% |
| 2024 | +1.90% | -3.63% |
| 2023 | +13.05% | +11.18% |
| 2022 | -17.78% | -23.61% |
| 2021 | +8.57% | +14.51% |
| 2020 | +9.69% | +12.10% |
| 2019 | +18.83% | +25.96% |
| 2018 | -18.83% | -11.22% |
| 2017 | +29.71% | +7.61% |
| 2016 | +8.84% | +24.05% |
| 2015 | +2.02% | -14.83% |
| 2014 | -3.77% | +0.11% |
| 2013 | +19.38% | +1.16% |
| 2012 | +14.16% | +9.05% |
| 2011 | -15.10% | +14.21% |
| 2010 | +14.90% | +12.88% |
| 2009 | +51.56% | +99.91% |
| 2008 | -40.50% | -40.91% |
| 2007 | -4.91% | -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% |
PDN vs HIX Drawdown Comparison
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.
The current PDN drawdown is -2.98%. The current HIX drawdown is -6.39%.
| Rank | PDN | HIX |
|---|---|---|
| #1 | -59.30% Nov 1, 2007 - Jan 3, 2011 | -60.88% May 4, 2007 - Sep 11, 2009 |
| #2 | -41.92% Jan 26, 2018 - Dec 15, 2020 | -44.77% Feb 18, 2020 - Aug 20, 2020 |
| #3 | -33.67% Sep 3, 2021 - May 5, 2025 | -38.72% Aug 18, 2021 - Oct 14, 2022 |
| #4 | -24.21% May 2, 2011 - Apr 25, 2013 | -28.46% Jun 27, 2014 - Jan 24, 2017 |
| #5 | -20.59% May 15, 2015 - Feb 10, 2017 | -25.23% Jun 10, 2002 - Mar 4, 2003 |
| #6 | -14.31% Jul 3, 2014 - May 15, 2015 | -20.97% Mar 8, 2001 - Jan 11, 2002 |
| #7 | -11.26% Feb 27, 2026 - May 6, 2026 | -19.03% Apr 1, 2004 - Oct 27, 2006 |
| #8 | -10.18% Feb 7, 2011 - Apr 26, 2011 | -16.38% Oct 20, 2017 - Feb 25, 2019 |
| #9 | -9.84% May 21, 2013 - Aug 2, 2013 | -16.29% Sep 11, 2000 - Jan 8, 2001 |
| #10 | -6.89% Oct 22, 2013 - Feb 24, 2014 | -16.19% May 26, 2011 - Jan 6, 2012 |
| #11 | -6.02% Jun 8, 2021 - Sep 2, 2021 | -15.17% May 21, 2013 - Apr 17, 2014 |
| #12 | -5.54% May 8, 2026 - Jun 10, 2026 | -14.59% Oct 5, 2012 - Apr 24, 2013 |
| #13 | -5.04% Oct 27, 2025 - Nov 28, 2025 | -14.51% Apr 15, 2010 - Aug 2, 2010 |
| #14 | -4.33% Mar 6, 2014 - May 29, 2014 | -10.18% Jul 7, 2003 - Sep 5, 2003 |
| #15 | -4.28% Aug 14, 2013 - Sep 9, 2013 | -9.05% Nov 5, 1999 - Jan 27, 2000 |
Correlation
Correlation between PDN and HIX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PDN vs HIX dividend yield comparison.
| Year | PDN | HIX |
|---|---|---|
| 2026 | 1.54% | 6.14% |
| 2025 | 3.36% | 14.13% |
| 2024 | 3.36% | 13.97% |
| 2023 | 3.16% | 11.85% |
| 2022 | 2.68% | 12.15% |
| 2021 | 2.42% | 8.21% |
| 2020 | 1.79% | 8.53% |
| 2019 | 2.60% | 8.28% |
| 2018 | 2.21% | 9.50% |
| 2017 | 2.42% | 8.73% |
| 2016 | 2.16% | 10.53% |
| 2015 | 2.06% | 13.12% |
| 2014 | 1.95% | 10.08% |
| 2013 | 2.15% | 10.14% |
| 2012 | 2.31% | 10.22% |
| 2011 | 2.42% | 10.48% |
| 2010 | 1.80% | 11.58% |
| 2009 | 3.37% | 12.45% |
| 2008 | 2.44% | 21.58% |
| 2007 | 0.14% | 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% |
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