HTAX vs PSFD
Comparison between MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF) and PACER SWAN SOS FLEX (JANUARY) ETF (PSFD, ETF).
HTAX vs PSFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTAX
$59M
Winner
PSFD
$59M
Expense Ratio
HTAX
0.49%
PSFD
0.49%
Max Drawdown
Winner
HTAX
7.34%
PSFD
14.94%
Sharpe Ratio
HTAX
1.17
Winner
PSFD
1.29
5Y Beta
Winner
HTAX
0.02
PSFD
0.56
HTAX vs PSFD - Historical Returns
Returns include dividend reinvestment.
1M
HTAX
-1.42%
Winner
PSFD
+0.65%
3M
HTAX
+0.05%
Winner
PSFD
+3.02%
6M
HTAX
+2.11%
Winner
PSFD
+5.48%
1Y
HTAX
+9.69%
Winner
PSFD
+12.75%
5Y(CAGR)
HTAX
N/A
PSFD
+11.31%
Max(CAGR)
HTAX
+2.84%
Winner
PSFD
+12.53%
HTAX vs PSFD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | HTAX | PSFD |
|---|---|---|
| 2026 | +2.44% | +6.20% |
| 2025 | +1.44% | +12.85% |
| 2024 | N/A | +14.90% |
| 2023 | N/A | +21.37% |
| 2022 | N/A | -3.42% |
| 2021 | N/A | +19.62% |
| 2020 | N/A | +1.33% |
HTAX vs PSFD Drawdown Comparison
The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.
The maximum drawdown for PSFD was -14.94%, occurring on Jun 16, 2022. Recovery took 264 trading sessions.
The current HTAX drawdown is -2.52%. The current PSFD drawdown is -0.91%.
| Rank | HTAX | PSFD |
|---|---|---|
| #1 | -6.10% Mar 10, 2025 - Sep 17, 2025 | -14.94% Jan 3, 2022 - Jan 23, 2023 |
| #2 | -3.06% Feb 27, 2026 - Apr 24, 2026 | -12.26% Feb 18, 2025 - Jun 10, 2025 |
| #3 | -2.52% Jul 2, 2026 - Jul 23, 2026 | -6.78% Jul 28, 2023 - Nov 14, 2023 |
| #4 | -1.69% May 8, 2026 - May 27, 2026 | -5.88% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -0.92% Jan 14, 2026 - Feb 2, 2026 | -4.66% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -0.86% Nov 26, 2025 - Jan 7, 2026 | -3.95% Jul 16, 2024 - Aug 16, 2024 |
| #7 | -0.82% Nov 11, 2025 - Nov 26, 2025 | -2.82% Jan 21, 2021 - Feb 5, 2021 |
| #8 | -0.66% Oct 1, 2025 - Oct 13, 2025 | -2.76% Feb 24, 2021 - Mar 11, 2021 |
| #9 | -0.61% Oct 27, 2025 - Nov 11, 2025 | -2.58% Mar 28, 2024 - May 7, 2024 |
| #10 | -0.60% Sep 17, 2025 - Oct 1, 2025 | -2.55% May 7, 2021 - May 27, 2021 |
| #11 | -0.49% Jun 4, 2026 - Jun 16, 2026 | -1.96% Jun 1, 2026 - Jun 15, 2026 |
| #12 | -0.43% Apr 24, 2026 - May 6, 2026 | -1.80% May 1, 2023 - May 17, 2023 |
| #13 | -0.36% Feb 19, 2026 - Feb 24, 2026 | -1.68% Aug 30, 2024 - Sep 16, 2024 |
| #14 | -0.35% Jun 18, 2026 - Jun 24, 2026 | -1.67% Nov 11, 2025 - Nov 25, 2025 |
| #15 | -0.26% Jan 7, 2026 - Jan 14, 2026 | -1.67% Sep 2, 2021 - Oct 14, 2021 |
Correlation
Correlation between HTAX and PSFD is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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