SIXJ vs HYI

Comparison between ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF (SIXJ, ETF) and Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF).

5-Year PerformanceSIXJ has outperformed HYI, delivering a return of +8.6% compared to +1.5%

SIXJ vs HYI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIXJ(ETF)	HYI(ETF)
Net Assets	$148M	$148M
Expense Ratio	0.74%	N/A
Max Drawdown	14.07%	48.50%
Sharpe Ratio	1.59	-0.77
5Y Beta	0.50	0.25
5Y Dividends CAGR	N/A	1.72%

Net Assets

Winner

SIXJ

$148M

HYI

$148M

Expense Ratio

SIXJ

0.74%

HYI

N/A

Max Drawdown

Winner

SIXJ

14.07%

HYI

48.50%

Sharpe Ratio

Winner

SIXJ

1.59

HYI

-0.77

5Y Beta

SIXJ

0.50

Winner

HYI

0.25

5Y Dividends CAGR

SIXJ

N/A

HYI

1.72%

SIXJ vs HYI - Historical Returns

Returns include dividend reinvestment.

Period	SIXJ	HYI
1 month	+0.68%	+1.57%
3 months	+4.15%	-0.38%
6 months	+6.55%	+0.13%
1 year	+13.47%	-1.41%
5 years(CAGR)	+8.60%	+1.50%
10 years(CAGR)	N/A	+5.06%
Max(CAGR)	+8.60%	+4.65%

SIXJ

+0.68%

Winner

HYI

+1.57%

Winner

SIXJ

+4.15%

HYI

-0.38%

Winner

SIXJ

+6.55%

HYI

+0.13%

Winner

SIXJ

+13.47%

HYI

-1.41%

5Y(CAGR)

Winner

SIXJ

+8.60%

HYI

+1.50%

10Y(CAGR)

SIXJ

N/A

HYI

+5.06%

Max(CAGR)

Winner

SIXJ

+8.60%

HYI

+4.65%

SIXJ vs HYI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SIXJ	HYI
2026	+6.83%	+0.49%
2025	+12.61%	+3.47%
2024	+12.50%	+7.19%
2023	+18.19%	+7.84%
2022	-10.71%	-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%

SIXJ vs HYI Drawdown Comparison

The maximum drawdown for SIXJ was -14.07%, occurring on Jun 16, 2022. Recovery took 385 trading sessions.

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

The current SIXJ drawdown is -0.31%. The current HYI drawdown is -4.17%.

Rank	SIXJ	HYI
#1	-14.07% Jan 3, 2022 - Jul 18, 2023	-36.03% Feb 18, 2020 - Nov 25, 2020
#2	-10.89% Feb 19, 2025 - Jun 10, 2025	-26.34% Nov 5, 2021 - Feb 18, 2025
#3	-4.62% Jul 16, 2024 - Aug 19, 2024	-18.70% Jul 8, 2011 - Jan 25, 2012
#4	-4.53% Feb 25, 2026 - Apr 13, 2026	-18.60% Jun 30, 2014 - Jul 11, 2016
#5	-4.43% Jul 26, 2023 - Nov 20, 2023	-10.69% May 15, 2013 - May 8, 2014
#6	-3.25% Jan 26, 2024 - Feb 22, 2024	-10.68% Sep 27, 2012 - Mar 13, 2013
#7	-2.48% Jan 2, 2024 - Jan 26, 2024	-9.67% Oct 17, 2018 - Feb 1, 2019
#8	-2.13% Aug 30, 2024 - Sep 16, 2024	-8.88% Nov 1, 2010 - May 12, 2011
#9	-1.71% Mar 28, 2024 - May 6, 2024	-8.19% Sep 16, 2025 - Mar 30, 2026
#10	-1.43% Nov 12, 2025 - Nov 25, 2025	-7.44% Mar 30, 2012 - Jul 9, 2012
#11	-1.24% Jan 6, 2025 - Jan 17, 2025	-6.52% Sep 30, 2016 - Jan 3, 2017
#12	-1.21% Jun 4, 2026 - Jun 15, 2026	-5.74% Feb 25, 2025 - May 29, 2025
#13	-1.19% Jan 9, 2026 - Jan 27, 2026	-4.59% Oct 13, 2017 - Oct 17, 2018
#14	-1.17% Jan 27, 2026 - Feb 9, 2026	-4.13% Aug 1, 2019 - Sep 18, 2019
#15	-1.04% Feb 9, 2026 - Feb 25, 2026	-4.01% May 3, 2019 - Jun 19, 2019