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HYMB vs FIXD

Comparison between STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF) and FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF (FIXD, ETF).

5-Year PerformanceHYMB has outperformed FIXD, delivering a return of +0.1% compared to -0.7%

HYMB vs FIXD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYMB
$3.20B
Winner
FIXD
$3.30B
Expense Ratio
Winner
HYMB
0.35%
FIXD
0.65%
Max Drawdown
HYMB
29.76%
Winner
FIXD
26.65%
Sharpe Ratio
Winner
HYMB
0.89
FIXD
-0.27
5Y Beta
Winner
HYMB
0.04
FIXD
0.05
5Y Dividends CAGR
HYMB
1.11%
Winner
FIXD
3.33%

HYMB vs FIXD - Historical Returns

Returns include dividend reinvestment.

1M
HYMB
-0.76%
Winner
FIXD
-0.38%
3M
Winner
HYMB
+0.63%
FIXD
-0.06%
6M
Winner
HYMB
+1.83%
FIXD
-0.71%
1Y
Winner
HYMB
+7.57%
FIXD
+2.68%
5Y(CAGR)
Winner
HYMB
+0.15%
FIXD
-0.68%
10Y(CAGR)
Winner
HYMB
+2.26%
FIXD
+1.97%
Max(CAGR)
Winner
HYMB
+4.36%
FIXD
+1.97%

HYMB vs FIXD - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearHYMBFIXD
2026+2.79%-0.12%
2025+1.88%+7.82%
2024+6.23%+1.26%
2023+7.95%+5.12%
2022-15.54%-14.49%
2021+5.37%-1.13%
2020+3.67%+8.82%
2019+9.49%+10.30%
2018+4.78%+0.14%
2017+3.02%+3.50%
2016+1.92%N/A
2015+3.59%N/A
2014+17.12%N/A
2013-8.31%N/A
2012+15.62%N/A
2011+10.19%N/A

HYMB vs FIXD Drawdown Comparison

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The maximum drawdown for FIXD was -20.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current HYMB drawdown is -1.15%. The current FIXD drawdown is -3.90%.

RankHYMBFIXD
#1-29.57%
Mar 5, 2020 - Jan 6, 2021
-20.44%
Aug 4, 2021 - Oct 20, 2022
#2-20.16%
Jul 27, 2021 - Feb 26, 2026
-8.51%
Mar 9, 2020 - May 22, 2020
#3-16.59%
May 20, 2013 - May 20, 2014
-3.22%
Jan 4, 2021 - Jul 19, 2021
#4-7.98%
Aug 29, 2016 - Aug 29, 2017
-3.17%
Sep 5, 2017 - Jan 3, 2019
#5-4.28%
Dec 6, 2012 - Jan 22, 2013
-2.11%
Sep 4, 2019 - Oct 4, 2019
#6-4.19%
Jan 30, 2015 - Oct 22, 2015
-1.53%
Oct 4, 2019 - Dec 13, 2019
#7-3.65%
Sep 5, 2017 - May 25, 2018
-1.52%
Feb 24, 2017 - Apr 11, 2017
#8-3.11%
Feb 27, 2026 - May 28, 2026
-1.47%
Jun 23, 2017 - Aug 24, 2017
#9-2.49%
Feb 11, 2021 - Apr 22, 2021
-1.29%
Aug 6, 2020 - Dec 29, 2020
#10-2.17%
Jul 2, 2026 - Jul 23, 2026
-0.77%
Jul 3, 2019 - Aug 1, 2019
#11-1.93%
May 30, 2014 - Aug 11, 2014
-0.73%
Mar 28, 2019 - May 7, 2019
#12-1.89%
Sep 6, 2018 - Dec 28, 2018
-0.72%
Jun 6, 2017 - Jun 22, 2017
#13-1.51%
Oct 4, 2011 - Nov 2, 2011
-0.57%
Jan 31, 2020 - Feb 20, 2020
#14-1.41%
Mar 13, 2012 - Apr 12, 2012
-0.54%
Dec 13, 2019 - Jan 2, 2020
#15-1.33%
Nov 2, 2015 - Dec 23, 2015
-0.48%
Feb 26, 2019 - Mar 7, 2019

Correlation

Correlation between HYMB and FIXD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2011 - 2026)

HYMB vs FIXD dividend yield comparison.

YearHYMBFIXD
20262.69%2.68%
20254.55%4.50%
20244.29%4.56%
20234.07%3.93%
20223.77%3.07%
20213.19%1.74%
20203.55%3.14%
20193.95%5.10%
20184.03%2.81%
20173.78%1.95%
20164.08%0.00%
20154.54%0.00%
20144.49%0.00%
20135.17%0.00%
20124.99%0.00%
20114.30%0.00%

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