NCPB vs OBND
Comparison between NUVEEN CORE PLUS BOND ETF (NCPB, ETF) and STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF).
NCPB vs OBND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NCPB
$58M
OBND
$58M
Expense Ratio
Winner
NCPB
0.31%
OBND
0.55%
Max Drawdown
Winner
NCPB
6.14%
OBND
18.73%
Sharpe Ratio
NCPB
0.56
Winner
OBND
0.71
5Y Beta
Winner
NCPB
0.07
OBND
0.10
NCPB vs OBND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NCPB
+0.51%
OBND
+0.20%
3M
NCPB
+0.55%
Winner
OBND
+2.10%
6M
NCPB
+1.25%
Winner
OBND
+1.65%
1Y
NCPB
+5.46%
Winner
OBND
+6.11%
5Y(CAGR)
NCPB
N/A
OBND
+2.32%
Max(CAGR)
Winner
NCPB
+5.26%
OBND
+2.32%
NCPB vs OBND - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NCPB | OBND |
|---|---|---|
| 2026 | +0.81% | +1.34% |
| 2025 | +7.65% | +7.69% |
| 2024 | +3.55% | +5.27% |
| 2023 | N/A | +9.21% |
| 2022 | N/A | -10.99% |
| 2021 | N/A | +0.02% |
NCPB vs OBND Drawdown Comparison
The maximum drawdown for NCPB was -3.59%, occurring on Jan 13, 2025. Recovery took 113 trading sessions.
The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.
The current NCPB drawdown is -1.12%. The current OBND drawdown is -0.17%.
| Rank | NCPB | OBND |
|---|---|---|
| #1 | -3.59% Sep 16, 2024 - Feb 28, 2025 | -15.86% Nov 9, 2021 - Aug 2, 2024 |
| #2 | -2.88% Feb 27, 2026 - Mar 27, 2026 | -3.08% Mar 3, 2025 - May 30, 2025 |
| #3 | -2.83% Mar 27, 2024 - Jun 4, 2024 | -2.88% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -2.49% Apr 3, 2025 - Jun 23, 2025 | -2.17% Dec 6, 2024 - Feb 24, 2025 |
| #5 | -1.27% Jun 25, 2024 - Jul 10, 2024 | -1.75% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -1.14% Jun 30, 2025 - Aug 1, 2025 | -1.18% May 6, 2026 - May 19, 2026 |
| #7 | -1.11% Mar 8, 2024 - Mar 27, 2024 | -0.93% Sep 15, 2025 - Oct 21, 2025 |
| #8 | -1.11% Mar 3, 2025 - Apr 3, 2025 | -0.74% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -1.04% Oct 28, 2025 - Nov 26, 2025 | -0.72% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -0.90% Jun 5, 2024 - Jun 13, 2024 | -0.68% Oct 1, 2021 - Nov 5, 2021 |
| #11 | -0.88% Aug 2, 2024 - Aug 13, 2024 | -0.62% Apr 17, 2026 - May 6, 2026 |
| #12 | -0.88% Jul 17, 2024 - Jul 31, 2024 | -0.55% Jul 2, 2025 - Jul 21, 2025 |
| #13 | -0.73% Nov 26, 2025 - Dec 29, 2025 | -0.43% Nov 28, 2025 - Dec 24, 2025 |
| #14 | -0.69% Sep 16, 2025 - Oct 13, 2025 | -0.41% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -0.59% Jan 14, 2026 - Jan 26, 2026 | -0.40% Jan 29, 2026 - Feb 9, 2026 |
Correlation
Correlation between NCPB and OBND is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2026)
NCPB vs OBND dividend yield comparison.
| Year | NCPB | OBND |
|---|---|---|
| 2026 | 2.05% | 2.60% |
| 2025 | 5.21% | 6.26% |
| 2024 | 5.14% | 6.53% |
| 2023 | 0.00% | 6.01% |
| 2022 | 0.00% | 4.56% |
| 2021 | 0.00% | 0.55% |
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