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FTHY vs OBT

Comparison between First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company) and Orange County Bancorp Inc (OBT, Company).

Both FTHY and OBT are from the Financial Services sector.

5-Year PerformanceOBT has outperformed FTHY, delivering a return of +20.5% compared to +2.9%

FTHY vs OBT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FTHY
$499M
Winner
OBT
$499M
Max Drawdown
Winner
FTHY
41.62%
OBT
60.57%
Sharpe Ratio
FTHY
0.15
Winner
OBT
1.76
5Y Beta
Winner
FTHY
0.31
OBT
0.98
Industry
FTHY
Asset Management
OBT
Banks - Regional
P/E Ratio
Winner
FTHY
10.94
OBT
11.27
PEG Ratio
FTHY
N/A
OBT
0.30
Dividend Yield
FTHY
N/A
OBT
1.72%
5Y Dividends CAGR
FTHY
6.36%
Winner
OBT
14.87%
Debt to Equity
FTHY
33.30%
Winner
OBT
0.00%
Free Cash Flow Yield
FTHY
6.06%
Winner
OBT
9.35%

FTHY vs OBT - Historical Returns

Returns include dividend reinvestment.

1M
FTHY
+1.67%
Winner
OBT
+12.02%
3M
FTHY
+3.03%
Winner
OBT
+21.63%
6M
FTHY
+2.49%
Winner
OBT
+26.62%
1Y
FTHY
+4.72%
Winner
OBT
+61.29%
5Y(CAGR)
FTHY
+2.89%
Winner
OBT
+20.51%
10Y(CAGR)
FTHY
N/A
OBT
+15.26%
Max(CAGR)
FTHY
+3.24%
Winner
OBT
+9.05%

FTHY vs OBT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFTHYOBT
2026+1.44%+32.60%
2025+7.39%+8.14%
2024+15.62%-3.65%
2023+14.12%+31.35%
2022-27.13%+16.71%
2021+9.39%+51.05%
2020+4.64%-4.09%
2019N/A+12.10%
2018N/A-1.24%
2017N/A+25.96%
2016N/A-0.16%
2015N/A+14.87%
2014N/A+15.42%
2013N/A+1.86%
2012N/A+9.60%
2011N/A+0.90%
2010N/A+3.50%
2009N/A-14.08%
2008N/A-11.54%
2007N/A+0.00%

FTHY vs OBT Drawdown Comparison

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

The maximum drawdown for OBT was -57.57%, occurring on Oct 15, 2020. Recovery took 1227 trading sessions.

The current FTHY drawdown is -1.05%.

RankFTHYOBT
#1-31.19%
Jan 11, 2022 - Jun 4, 2025
-57.57%
Mar 2, 2018 - Feb 6, 2023
#2-9.25%
Jul 24, 2020 - Jul 12, 2021
-50.00%
Feb 26, 2018 - Mar 2, 2018
#3-5.68%
Nov 9, 2021 - Jan 11, 2022
-45.77%
Feb 23, 2023 - Dec 13, 2023
#4-5.45%
Feb 9, 2026 - May 29, 2026
-32.49%
Nov 11, 2024 - Feb 2, 2026
#5-4.31%
Sep 9, 2025 - Feb 9, 2026
-31.70%
Dec 27, 2023 - Jul 25, 2024
#6-3.31%
May 29, 2026 - Jun 5, 2026
-28.40%
Jan 18, 2008 - Nov 20, 2014
#7-3.28%
Sep 27, 2021 - Oct 29, 2021
-18.20%
Jul 25, 2024 - Nov 11, 2024
#8-1.91%
Jul 12, 2021 - Jul 22, 2021
-13.73%
Feb 9, 2026 - Apr 17, 2026
#9-1.69%
Aug 30, 2021 - Sep 27, 2021
-10.39%
Dec 10, 2015 - Sep 8, 2017
#10-1.62%
Jul 18, 2025 - Sep 8, 2025
-9.79%
Apr 28, 2026 - Jun 12, 2026
#11-1.47%
Aug 2, 2021 - Aug 24, 2021
-6.22%
Sep 2, 2015 - Dec 10, 2015
#12-1.46%
Jul 16, 2020 - Jul 24, 2020
-5.37%
Sep 28, 2017 - Nov 21, 2017
#13-1.36%
Jul 3, 2025 - Jul 18, 2025
-4.52%
Nov 26, 2014 - Mar 11, 2015
#14-1.29%
Jul 8, 2020 - Jul 15, 2020
-3.76%
Jun 12, 2026 - Jun 18, 2026
#15-1.27%
Jul 22, 2021 - Aug 2, 2021
-2.71%
Apr 17, 2026 - Apr 28, 2026

Correlation

Correlation between FTHY and OBT is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (2008 - 2026)

FTHY vs OBT dividend yield comparison.

YearFTHYOBT
20265.53%0.97%
202510.66%2.00%
202410.70%1.69%
202310.22%1.53%
202211.85%1.78%
20217.83%1.99%
20202.94%2.94%
20190.00%2.72%
20180.00%3.00%
20170.00%2.93%
20160.00%3.53%
20150.00%3.40%
20140.00%3.77%
20130.00%3.01%
20120.00%4.79%
20110.00%0.95%
20100.00%3.53%
20090.00%3.76%
20080.00%3.07%

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