SMCO vs WEA

Comparison between HILTON SMALL-MIDCAP OPPORTUNITY ETF (SMCO, ETF) and Western Asset Premier Bond Fund (WEA, ETF).

SMCO vs WEA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMCO(ETF)	WEA(ETF)
Net Assets	$135M	$135M
Expense Ratio	0.55%	N/A
Max Drawdown	22.88%	64.91%
Sharpe Ratio	1.13	0.33
5Y Beta	0.96	0.17
P/E Ratio	32.76	N/A
Forward P/E	20.07	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	N/A	2.82%
5Y EPS CAGR	13.54%	N/A
Debt to Equity	51.94%	N/A
P/S Ratio	2.01	N/A
P/B Ratio	3.80	N/A

Net Assets

SMCO

$135M

WEA

$135M

Expense Ratio

SMCO

0.55%

WEA

N/A

Max Drawdown

Winner

SMCO

22.88%

WEA

64.91%

Sharpe Ratio

Winner

SMCO

1.13

WEA

0.33

5Y Beta

SMCO

0.96

Winner

WEA

0.17

P/E Ratio

SMCO

32.76

WEA

N/A

Forward P/E

SMCO

20.07

WEA

N/A

PEG Ratio

SMCO

0.52

WEA

N/A

5Y Dividends CAGR

SMCO

N/A

WEA

2.82%

5Y EPS CAGR

SMCO

13.54%

WEA

N/A

Debt to Equity

SMCO

51.94%

WEA

N/A

P/S Ratio

SMCO

2.01

WEA

N/A

P/B Ratio

SMCO

3.80

WEA

N/A

SMCO vs WEA - Historical Returns

Returns include dividend reinvestment.

Period	SMCO	WEA
1 month	+3.03%	+1.11%
3 months	+12.72%	+1.54%
6 months	+11.06%	+0.46%
1 year	+22.46%	+5.81%
5 years(CAGR)	N/A	+1.19%
10 years(CAGR)	N/A	+4.68%
Max(CAGR)	+18.12%	+6.83%

Winner

SMCO

+3.03%

WEA

+1.11%

Winner

SMCO

+12.72%

WEA

+1.54%

Winner

SMCO

+11.06%

WEA

+0.46%

Winner

SMCO

+22.46%

WEA

+5.81%

5Y(CAGR)

SMCO

N/A

WEA

+1.19%

10Y(CAGR)

SMCO

N/A

WEA

+4.68%

Max(CAGR)

Winner

SMCO

+18.12%

WEA

+6.83%

SMCO vs WEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SMCO	WEA
2026	+11.21%	-1.70%
2025	+6.32%	+10.62%
2024	+18.74%	+8.11%
2023	+7.84%	+11.37%
2022	N/A	-19.85%
2021	N/A	+7.94%
2020	N/A	+2.69%
2019	N/A	+29.73%
2018	N/A	-7.09%
2017	N/A	+12.90%
2016	N/A	+14.58%
2015	N/A	-4.77%
2014	N/A	+2.85%
2013	N/A	-1.11%
2012	N/A	+5.40%
2011	N/A	+23.20%
2010	N/A	+15.97%
2009	N/A	+60.16%
2008	N/A	-26.27%
2007	N/A	-6.57%
2006	N/A	+19.32%
2005	N/A	-6.94%
2004	N/A	+11.88%
2003	N/A	+23.03%
2002	N/A	+1.64%

SMCO vs WEA Drawdown Comparison

The maximum drawdown for SMCO was -22.71%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

The maximum drawdown for WEA was -57.59%, occurring on Nov 21, 2008. Recovery took 575 trading sessions.

The current WEA drawdown is -3.26%.

Rank	SMCO	WEA
#1	-22.71% Jan 21, 2025 - Oct 6, 2025	-57.59% Jun 5, 2007 - Sep 15, 2009
#2	-9.56% Feb 6, 2026 - Apr 17, 2026	-37.81% Feb 19, 2020 - Dec 17, 2020
#3	-8.77% Jul 16, 2024 - Oct 11, 2024	-30.30% Jul 23, 2021 - Aug 25, 2025
#4	-8.07% Mar 28, 2024 - Jul 11, 2024	-19.61% May 7, 2013 - Jan 29, 2015
#5	-7.90% Oct 27, 2025 - Dec 10, 2025	-17.74% Feb 17, 2015 - Jun 27, 2016
#6	-6.66% Dec 4, 2024 - Jan 21, 2025	-15.89% Jul 8, 2011 - Sep 14, 2011
#7	-4.09% Dec 28, 2023 - Jan 29, 2024	-15.20% Feb 15, 2005 - Sep 6, 2005
#8	-3.86% Oct 6, 2025 - Oct 15, 2025	-13.78% Mar 23, 2004 - Sep 28, 2004
#9	-3.85% Dec 11, 2025 - Jan 6, 2026	-12.47% Sep 14, 2011 - Dec 13, 2011
#10	-3.58% May 5, 2026 - May 26, 2026	-12.46% Sep 6, 2005 - Feb 3, 2006
#11	-3.49% Nov 11, 2024 - Nov 22, 2024	-12.32% Jun 19, 2002 - Jan 21, 2003
#12	-2.76% Oct 18, 2024 - Nov 6, 2024	-11.64% Oct 26, 2012 - Jan 14, 2013
#13	-2.72% Jun 2, 2026 - Jun 12, 2026	-10.79% Aug 29, 2016 - Feb 16, 2017
#14	-2.25% Feb 12, 2024 - Feb 15, 2024	-10.45% Jul 9, 2003 - Dec 10, 2003
#15	-2.25% Apr 24, 2026 - Apr 30, 2026	-10.25% Nov 7, 2017 - Mar 21, 2019

Correlation

Correlation between SMCO and WEA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2002 - 2026)

SMCO vs WEA dividend yield comparison.

Year	SMCO	WEA
2026	0.00%	3.30%
2025	1.01%	7.62%
2024	0.47%	7.80%
2023	0.05%	7.44%
2022	0.00%	7.44%
2021	0.00%	5.53%
2020	0.00%	5.59%
2019	0.00%	5.37%
2018	0.00%	6.49%
2017	0.00%	6.26%
2016	0.00%	7.93%
2015	0.00%	8.88%
2014	0.00%	7.78%
2013	0.00%	7.85%
2012	0.00%	8.46%
2011	0.00%	9.34%
2010	0.00%	10.26%
2009	0.00%	9.57%
2008	0.00%	12.94%
2007	0.00%	9.33%
2006	0.00%	8.50%
2005	0.00%	8.73%
2004	0.00%	7.90%
2003	0.00%	8.96%
2002	0.00%	6.78%