CPHY vs LTAX
Comparison between Fm Compoundr High Yield Bond ETF (CPHY, ETF) and Nomura TaxFree USA ETF (LTAX, ETF).
CPHY vs LTAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CPHY
$6.20M
Winner
LTAX
$6.30M
Expense Ratio
Winner
CPHY
0.35%
LTAX
0.39%
Max Drawdown
Winner
CPHY
2.51%
LTAX
3.49%
Sharpe Ratio
Winner
CPHY
-0.33
LTAX
-0.57
5Y Beta
CPHY
0.20
Winner
LTAX
0.16
CPHY vs LTAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CPHY
-0.43%
LTAX
-1.85%
3M
Winner
CPHY
+0.27%
LTAX
-0.93%
6M
CPHY
-0.51%
Winner
LTAX
+0.51%
1Y
CPHY
+2.45%
LTAX
N/A
Max(CAGR)
Winner
CPHY
+2.59%
LTAX
+0.44%
CPHY vs LTAX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | CPHY | LTAX |
|---|---|---|
| 2026 | +0.12% | +0.23% |
| 2025 | +2.31% | N/A |
CPHY vs LTAX Drawdown Comparison
The maximum drawdown for CPHY was -2.51%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current CPHY drawdown is -0.85%. The current LTAX drawdown is -2.85%.
| Rank | CPHY | LTAX |
|---|---|---|
| #1 | -2.51% Feb 19, 2026 - Mar 30, 2026 | -3.18% Feb 26, 2026 - May 29, 2026 |
| #2 | -1.44% Sep 22, 2025 - Oct 27, 2025 | -2.85% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -1.10% Oct 27, 2025 - Nov 28, 2025 | -0.78% Jan 14, 2026 - Feb 5, 2026 |
| #4 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -0.51% Jun 4, 2026 - Jun 15, 2026 |
| #5 | -0.33% Jan 22, 2026 - Feb 9, 2026 | -0.31% Jun 16, 2026 - Jun 18, 2026 |
| #6 | -0.32% Aug 28, 2025 - Sep 8, 2025 | -0.27% Feb 10, 2026 - Feb 12, 2026 |
| #7 | -0.25% Dec 5, 2025 - Dec 10, 2025 | -0.27% Feb 5, 2026 - Feb 9, 2026 |
| #8 | -0.24% Dec 10, 2025 - Dec 18, 2025 | -0.21% Jun 2, 2026 - Jun 4, 2026 |
| #9 | -0.19% Jan 16, 2026 - Jan 21, 2026 | -0.19% Feb 24, 2026 - Feb 26, 2026 |
| #10 | -0.17% Sep 15, 2025 - Sep 18, 2025 | -0.16% Jun 29, 2026 - Jul 2, 2026 |
| #11 | -0.14% Nov 28, 2025 - Dec 3, 2025 | -0.08% Jun 18, 2026 - Jun 24, 2026 |
| #12 | -0.12% Feb 9, 2026 - Feb 18, 2026 | -0.01% Feb 13, 2026 - Feb 18, 2026 |
| #13 | -0.11% Aug 22, 2025 - Aug 26, 2025 | -0.00% Feb 19, 2026 - Feb 24, 2026 |
| #14 | -0.10% Sep 8, 2025 - Sep 11, 2025 | N/A |
| #15 | -0.06% Dec 30, 2025 - Jan 5, 2026 | N/A |
Correlation
Correlation between CPHY and LTAX is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
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