WEA vs SMCO

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

WEA vs SMCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

WEA

$135M

SMCO

$135M

Expense Ratio

WEA

N/A

SMCO

0.55%

Max Drawdown

WEA

64.91%

Winner

SMCO

22.88%

Sharpe Ratio

WEA

0.33

Winner

SMCO

1.13

5Y Beta

Winner

WEA

0.17

SMCO

0.96

P/E Ratio

WEA

N/A

SMCO

32.76

Forward P/E

WEA

N/A

SMCO

20.07

PEG Ratio

WEA

N/A

SMCO

0.52

5Y Dividends CAGR

WEA

2.82%

SMCO

N/A

5Y EPS CAGR

WEA

N/A

SMCO

13.54%

Debt to Equity

WEA

N/A

SMCO

51.94%

P/S Ratio

WEA

N/A

SMCO

2.01

P/B Ratio

WEA

N/A

SMCO

3.80

WEA vs SMCO - Historical Returns

Returns include dividend reinvestment.

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

WEA

+1.11%

Winner

SMCO

+3.03%

WEA

+1.54%

Winner

SMCO

+12.72%

WEA

+0.46%

Winner

SMCO

+11.06%

WEA

+5.81%

Winner

SMCO

+22.46%

5Y(CAGR)

WEA

+1.19%

SMCO

N/A

10Y(CAGR)

WEA

+4.68%

SMCO

N/A

Max(CAGR)

WEA

+6.83%

Winner

SMCO

+18.12%

WEA vs SMCO - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

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

WEA vs SMCO Drawdown Comparison

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

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

The current WEA drawdown is -3.26%.

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

Correlation

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

0.85

-101

Dividend Comparison (2002 - 2026)

WEA vs SMCO dividend yield comparison.

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