WISD vs HIX

Comparison between Wisdom Short Duration Income ETF (WISD, ETF) and Western Asset High Income Fund II Inc (HIX, ETF).

WISD vs HIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WISD(ETF)	HIX(ETF)
Net Assets	$378M	$377M
Expense Ratio	0.42%	N/A
Max Drawdown	1.48%	72.39%
Sharpe Ratio	0.85	0.32
5Y Beta	0.05	0.37
5Y Dividends CAGR	N/A	1.61%

Net Assets

Winner

WISD

$378M

HIX

$377M

Expense Ratio

WISD

0.42%

HIX

N/A

Max Drawdown

Winner

WISD

1.48%

HIX

72.39%

Sharpe Ratio

Winner

WISD

0.85

HIX

0.32

5Y Beta

Winner

WISD

0.05

HIX

0.37

5Y Dividends CAGR

WISD

N/A

HIX

1.61%

WISD vs HIX - Historical Returns

Returns include dividend reinvestment.

Period	WISD	HIX
1 month	+0.42%	-0.79%
3 months	+1.00%	-0.04%
6 months	+2.07%	+1.30%
1 year	N/A	+6.47%
5 years(CAGR)	N/A	+0.01%
10 years(CAGR)	N/A	+5.07%
Max(CAGR)	+4.59%	+7.51%

Winner

WISD

+0.42%

HIX

-0.79%

Winner

WISD

+1.00%

HIX

-0.04%

Winner

WISD

+2.07%

HIX

+1.30%

WISD

N/A

HIX

+6.47%

5Y(CAGR)

WISD

N/A

HIX

+0.01%

10Y(CAGR)

WISD

N/A

HIX

+5.07%

Max(CAGR)

WISD

+4.59%

Winner

HIX

+7.51%

WISD vs HIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WISD	HIX
2026	+1.58%	-0.38%
2025	+1.01%	+12.20%
2024	N/A	-3.63%
2023	N/A	+11.18%
2022	N/A	-23.61%
2021	N/A	+14.51%
2020	N/A	+12.10%
2019	N/A	+25.96%
2018	N/A	-11.22%
2017	N/A	+7.61%
2016	N/A	+24.05%
2015	N/A	-14.83%
2014	N/A	+0.11%
2013	N/A	+1.16%
2012	N/A	+9.05%
2011	N/A	+14.21%
2010	N/A	+12.88%
2009	N/A	+99.91%
2008	N/A	-40.91%
2007	N/A	-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%

WISD vs HIX Drawdown Comparison

The maximum drawdown for WISD was -0.73%, occurring on Mar 13, 2026. Recovery took 34 trading sessions.

The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.

The current WISD drawdown is -0.21%. The current HIX drawdown is -8.04%.

Rank	WISD	HIX
#1	-0.73% Feb 23, 2026 - Apr 13, 2026	-60.88% May 4, 2007 - Sep 11, 2009
#2	-0.21% Jun 2, 2026 - Jun 5, 2026	-44.77% Feb 18, 2020 - Aug 20, 2020
#3	-0.15% Dec 4, 2025 - Dec 11, 2025	-38.72% Aug 18, 2021 - Oct 14, 2022
#4	-0.14% May 11, 2026 - May 21, 2026	-28.46% Jun 27, 2014 - Jan 24, 2017
#5	-0.13% Apr 20, 2026 - May 5, 2026	-25.23% Jun 10, 2002 - Mar 4, 2003
#6	-0.06% Feb 2, 2026 - Feb 6, 2026	-20.97% Mar 8, 2001 - Jan 11, 2002
#7	-0.05% Feb 11, 2026 - Feb 13, 2026	-19.03% Apr 1, 2004 - Oct 27, 2006
#8	-0.04% Jan 6, 2026 - Jan 9, 2026	-16.38% Oct 20, 2017 - Feb 25, 2019
#9	-0.04% May 29, 2026 - Jun 2, 2026	-16.29% Sep 11, 2000 - Jan 8, 2001
#10	-0.04% Apr 15, 2026 - Apr 17, 2026	-16.19% May 26, 2011 - Jan 6, 2012
#11	-0.04% Nov 11, 2025 - Nov 19, 2025	-15.17% May 21, 2013 - Apr 17, 2014
#12	-0.03% Nov 28, 2025 - Dec 2, 2025	-14.59% Oct 5, 2012 - Apr 24, 2013
#13	-0.03% May 6, 2026 - May 8, 2026	-14.51% Apr 15, 2010 - Aug 2, 2010
#14	-0.03% Jan 23, 2026 - Jan 27, 2026	-10.18% Jul 7, 2003 - Sep 5, 2003
#15	-0.02% Nov 19, 2025 - Nov 21, 2025	-9.05% Nov 5, 1999 - Jan 27, 2000

Correlation

Correlation between WISD and HIX is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (1999 - 2026)

WISD vs HIX dividend yield comparison.

Year	WISD	HIX
2026	2.09%	6.25%
2025	0.83%	14.13%
2024	0.00%	13.97%
2023	0.00%	11.85%
2022	0.00%	12.15%
2021	0.00%	8.21%
2020	0.00%	8.53%
2019	0.00%	8.28%
2018	0.00%	9.50%
2017	0.00%	8.73%
2016	0.00%	10.53%
2015	0.00%	13.12%
2014	0.00%	10.08%
2013	0.00%	10.14%
2012	0.00%	10.22%
2011	0.00%	10.48%
2010	0.00%	11.58%
2009	0.00%	12.45%
2008	0.00%	21.58%
2007	0.00%	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%