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HYMB vs UCON

Comparison between STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceUCON has outperformed HYMB, delivering a return of +2.7% compared to +0.1%

HYMB vs UCON - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYMB
$3.20B
Winner
UCON
$3.30B
Expense Ratio
Winner
HYMB
0.35%
UCON
0.86%
Max Drawdown
HYMB
29.76%
Winner
UCON
15.31%
Sharpe Ratio
Winner
HYMB
0.89
UCON
-0.05
5Y Beta
HYMB
0.04
Winner
UCON
0.04
5Y Dividends CAGR
HYMB
1.11%
Winner
UCON
9.97%

HYMB vs UCON - Historical Returns

Returns include dividend reinvestment.

1M
HYMB
-0.76%
Winner
UCON
-0.14%
3M
Winner
HYMB
+0.63%
UCON
+0.18%
6M
Winner
HYMB
+1.83%
UCON
+0.23%
1Y
Winner
HYMB
+7.57%
UCON
+3.72%
5Y(CAGR)
HYMB
+0.15%
Winner
UCON
+2.73%
10Y(CAGR)
HYMB
+2.26%
Winner
UCON
+3.63%
Max(CAGR)
Winner
HYMB
+4.36%
UCON
+3.63%

HYMB vs UCON - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearHYMBUCON
2026+2.79%+0.69%
2025+1.88%+7.00%
2024+6.23%+4.90%
2023+7.95%+7.67%
2022-15.54%-5.72%
2021+5.37%+1.05%
2020+3.67%+6.67%
2019+9.49%+7.13%
2018+4.78%+1.11%
2017+3.02%N/A
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 UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current HYMB drawdown is -1.15%. The current UCON drawdown is -0.54%.

RankHYMBUCON
#1-29.57%
Mar 5, 2020 - Jan 6, 2021
-15.31%
Mar 5, 2020 - Jul 2, 2020
#2-20.16%
Jul 27, 2021 - Feb 26, 2026
-9.60%
Sep 14, 2021 - Dec 14, 2023
#3-16.59%
May 20, 2013 - May 20, 2014
-2.45%
Feb 26, 2026 - Jun 29, 2026
#4-7.98%
Aug 29, 2016 - Aug 29, 2017
-1.70%
Feb 1, 2024 - May 15, 2024
#5-4.28%
Dec 6, 2012 - Jan 22, 2013
-1.67%
Sep 24, 2024 - Feb 24, 2025
#6-4.19%
Jan 30, 2015 - Oct 22, 2015
-1.53%
Mar 3, 2025 - May 30, 2025
#7-3.65%
Sep 5, 2017 - May 25, 2018
-1.31%
Jun 29, 2026 - Jul 23, 2026
#8-3.11%
Feb 27, 2026 - May 28, 2026
-1.12%
Nov 9, 2018 - Jan 10, 2019
#9-2.49%
Feb 11, 2021 - Apr 22, 2021
-1.07%
Feb 11, 2021 - May 26, 2021
#10-2.17%
Jul 2, 2026 - Jul 23, 2026
-0.96%
Sep 4, 2019 - Oct 1, 2019
#11-1.93%
May 30, 2014 - Aug 11, 2014
-0.88%
Feb 24, 2020 - Mar 3, 2020
#12-1.89%
Sep 6, 2018 - Dec 28, 2018
-0.87%
Dec 28, 2023 - Jan 12, 2024
#13-1.51%
Oct 4, 2011 - Nov 2, 2011
-0.83%
Oct 13, 2020 - Nov 5, 2020
#14-1.41%
Mar 13, 2012 - Apr 12, 2012
-0.75%
Oct 28, 2025 - Nov 25, 2025
#15-1.33%
Nov 2, 2015 - Dec 23, 2015
-0.73%
May 15, 2024 - Jun 4, 2024

Correlation

Correlation between HYMB and UCON is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2011 - 2026)

HYMB vs UCON dividend yield comparison.

YearHYMBUCON
20262.69%2.61%
20254.55%4.63%
20244.29%4.95%
20234.07%4.75%
20223.77%3.12%
20213.19%2.20%
20203.55%3.14%
20193.95%3.25%
20184.03%1.76%
20173.78%0.00%
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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