HOLD vs MUNC
Comparison between HARBOR ALPHA LAYERING ETF (HOLD, ETF) and NORTHERN TRUST 2045 TAX-EXEMPT DISTRIBUTING LADDER ETF (MUNC, ETF).
HOLD vs MUNC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HOLD
$8M
Winner
MUNC
$8.20M
Expense Ratio
HOLD
N/A
MUNC
0.18%
Max Drawdown
HOLD
70.46%
Winner
MUNC
3.38%
Sharpe Ratio
HOLD
-0.81
Winner
MUNC
0.27
5Y Beta
HOLD
0.74
Winner
MUNC
0.06
5Y Dividends CAGR
HOLD
7.97%
MUNC
N/A
HOLD vs MUNC - Historical Returns
Returns include dividend reinvestment.
1M
HOLD
-2.23%
Winner
MUNC
-0.76%
3M
Winner
HOLD
+1.06%
MUNC
-0.52%
6M
Winner
HOLD
+4.14%
MUNC
-0.34%
1Y
Winner
HOLD
+15.29%
MUNC
+4.13%
5Y(CAGR)
HOLD
-18.47%
MUNC
N/A
10Y(CAGR)
HOLD
-9.07%
MUNC
N/A
Max(CAGR)
HOLD
-7.24%
Winner
MUNC
+4.50%
HOLD vs MUNC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | HOLD | MUNC |
|---|---|---|
| 2026 | +5.73% | +0.29% |
| 2025 | +8.52% | +3.78% |
| 2023 | +1.16% | N/A |
| 2022 | +0.40% | N/A |
| 2021 | +0.15% | N/A |
| 2020 | +0.69% | N/A |
| 2019 | +3.06% | N/A |
| 2018 | +1.82% | N/A |
| 2017 | +1.30% | N/A |
| 2016 | +1.34% | N/A |
| 2015 | +0.16% | N/A |
| 2014 | -0.21% | N/A |
HOLD vs MUNC Drawdown Comparison
The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.
The maximum drawdown for MUNC was -3.17%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current HOLD drawdown is -64.67%. The current MUNC drawdown is -1.93%.
| Rank | HOLD | MUNC |
|---|---|---|
| #1 | -69.65% Mar 23, 2023 - Aug 20, 2025 | -3.17% Feb 26, 2026 - Mar 27, 2026 |
| #2 | -5.23% Feb 25, 2020 - Dec 31, 2020 | -0.57% Sep 17, 2025 - Oct 10, 2025 |
| #3 | -1.59% Jul 23, 2021 - Jan 12, 2023 | -0.56% Jan 16, 2026 - Jan 28, 2026 |
| #4 | -0.54% Oct 28, 2014 - Jul 20, 2015 | -0.33% Nov 11, 2025 - Dec 23, 2025 |
| #5 | -0.49% Jul 20, 2015 - Mar 29, 2016 | -0.25% Oct 24, 2025 - Nov 7, 2025 |
| #6 | -0.37% Dec 31, 2020 - Jul 23, 2021 | -0.18% Feb 3, 2026 - Feb 5, 2026 |
| #7 | -0.35% Jul 7, 2016 - Oct 12, 2016 | -0.14% Feb 17, 2026 - Feb 23, 2026 |
| #8 | -0.34% Apr 13, 2018 - May 25, 2018 | -0.09% Dec 23, 2025 - Dec 30, 2025 |
| #9 | -0.28% May 17, 2017 - Jun 29, 2017 | -0.09% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -0.28% Feb 2, 2023 - Feb 17, 2023 | -0.07% Aug 19, 2025 - Aug 22, 2025 |
| #11 | -0.24% Jan 11, 2017 - Feb 10, 2017 | -0.06% Feb 24, 2026 - Feb 26, 2026 |
| #12 | -0.24% Aug 5, 2014 - Sep 25, 2014 | -0.04% Oct 17, 2025 - Oct 21, 2025 |
| #13 | -0.21% Mar 14, 2023 - Mar 16, 2023 | -0.04% Feb 10, 2026 - Feb 12, 2026 |
| #14 | -0.21% Mar 16, 2023 - Mar 20, 2023 | -0.03% Oct 10, 2025 - Oct 14, 2025 |
| #15 | -0.21% Feb 20, 2019 - Feb 25, 2019 | -0.03% Oct 22, 2025 - Oct 24, 2025 |
Correlation
Correlation between HOLD and MUNC is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2014 - 2026)
HOLD vs MUNC dividend yield comparison.
| Year | HOLD | MUNC |
|---|---|---|
| 2026 | 0.00% | 1.62% |
| 2025 | 7.32% | 1.15% |
| 2023 | 0.75% | 0.00% |
| 2022 | 1.51% | 0.00% |
| 2021 | 0.55% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 2.33% | 0.00% |
| 2018 | 1.96% | 0.00% |
| 2017 | 1.30% | 0.00% |
| 2016 | 0.97% | 0.00% |
| 2015 | 0.39% | 0.00% |
| 2014 | 0.67% | 0.00% |
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