SWP vs HYI

Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF).

SWP vs HYI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SWP(ETF)	HYI(ETF)
Net Assets	$147M	$148M
Expense Ratio	0.99%	N/A
Max Drawdown	17.14%	48.50%
Sharpe Ratio	0.88	-0.77
5Y Beta	0.76	0.25
P/E Ratio	25.05	N/A
Forward P/E	19.81	N/A
PEG Ratio	0.69	N/A
5Y Dividends CAGR	N/A	1.72%
5Y EPS CAGR	16.00%	N/A
P/S Ratio	2.40	N/A
P/B Ratio	4.90	N/A

Net Assets

SWP

$147M

Winner

HYI

$148M

Expense Ratio

SWP

0.99%

HYI

N/A

Max Drawdown

Winner

SWP

17.14%

HYI

48.50%

Sharpe Ratio

Winner

SWP

0.88

HYI

-0.77

5Y Beta

SWP

0.76

Winner

HYI

0.25

P/E Ratio

SWP

25.05

HYI

N/A

Forward P/E

SWP

19.81

HYI

N/A

PEG Ratio

SWP

0.69

HYI

N/A

5Y Dividends CAGR

SWP

N/A

HYI

1.72%

5Y EPS CAGR

SWP

16.00%

HYI

N/A

P/S Ratio

SWP

2.40

HYI

N/A

P/B Ratio

SWP

4.90

HYI

N/A

SWP vs HYI - Historical Returns

Returns include dividend reinvestment.

Period	SWP	HYI
1 month	+0.41%	+1.57%
3 months	+0.68%	-0.38%
6 months	+2.73%	+0.13%
1 year	+14.60%	-1.41%
5 years(CAGR)	N/A	+1.50%
10 years(CAGR)	N/A	+5.06%
Max(CAGR)	+12.96%	+4.65%

SWP

+0.41%

Winner

HYI

+1.57%

Winner

SWP

+0.68%

HYI

-0.38%

Winner

SWP

+2.73%

HYI

+0.13%

Winner

SWP

+14.60%

HYI

-1.41%

5Y(CAGR)

SWP

N/A

HYI

+1.50%

10Y(CAGR)

SWP

N/A

HYI

+5.06%

Max(CAGR)

Winner

SWP

+12.96%

HYI

+4.65%

SWP vs HYI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SWP	HYI
2026	+4.58%	+0.49%
2025	+16.94%	+3.47%
2024	+1.24%	+7.19%
2023	N/A	+7.84%
2022	N/A	-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%

SWP vs HYI Drawdown Comparison

The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

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

The current SWP drawdown is -2.16%. The current HYI drawdown is -4.17%.

Rank	SWP	HYI
#1	-16.40% Feb 11, 2025 - Jul 1, 2025	-36.03% Feb 18, 2020 - Nov 25, 2020
#2	-9.97% Feb 10, 2026 - Apr 17, 2026	-26.34% Nov 5, 2021 - Feb 18, 2025
#3	-5.57% Nov 29, 2024 - Jan 23, 2025	-18.70% Jul 8, 2011 - Jan 25, 2012
#4	-3.54% Nov 12, 2025 - Nov 26, 2025	-18.60% Jun 30, 2014 - Jul 11, 2016
#5	-3.47% Sep 22, 2025 - Oct 24, 2025	-10.69% May 15, 2013 - May 8, 2014
#6	-3.26% Jun 4, 2026 - Jun 25, 2026	-10.68% Sep 27, 2012 - Mar 13, 2013
#7	-2.98% Oct 18, 2024 - Nov 6, 2024	-9.67% Oct 17, 2018 - Feb 1, 2019
#8	-2.93% Dec 10, 2025 - Jan 5, 2026	-8.88% Nov 1, 2010 - May 12, 2011
#9	-2.35% Jan 16, 2026 - Feb 6, 2026	-8.19% Sep 16, 2025 - Mar 30, 2026
#10	-2.06% May 6, 2026 - May 22, 2026	-7.44% Mar 30, 2012 - Jul 9, 2012
#11	-2.03% Jul 25, 2025 - Aug 13, 2025	-6.52% Sep 30, 2016 - Jan 3, 2017
#12	-1.48% Apr 20, 2026 - May 6, 2026	-5.74% Feb 25, 2025 - May 29, 2025
#13	-1.48% Nov 11, 2024 - Nov 21, 2024	-4.59% Oct 13, 2017 - Oct 17, 2018
#14	-1.29% Aug 13, 2025 - Aug 22, 2025	-4.13% Aug 1, 2019 - Sep 18, 2019
#15	-1.24% Sep 30, 2024 - Oct 9, 2024	-4.01% May 3, 2019 - Jun 19, 2019

Correlation

Correlation between SWP and HYI is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2010 - 2026)

SWP vs HYI dividend yield comparison.

Year	SWP	HYI
2026	4.46%	5.36%
2025	5.64%	10.22%
2024	0.44%	9.64%
2023	0.00%	9.40%
2022	0.00%	9.09%
2021	0.00%	7.19%
2020	0.00%	7.35%
2019	0.00%	6.87%
2018	0.00%	8.10%
2017	0.00%	7.81%
2016	0.00%	8.73%
2015	0.00%	9.36%
2014	0.00%	8.75%
2013	0.00%	8.98%
2012	0.00%	9.52%
2011	0.00%	10.65%
2010	0.00%	0.80%