NEWTH vs TBLD
Comparison between NewtekOne Inc (NEWTH, Company) and Thornburg Income Builder Opportunities Trust (TBLD, Company).
NEWTH vs TBLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
NEWTH
$728M
Winner
TBLD
$730M
Max Drawdown
Winner
NEWTH
7.91%
TBLD
38.74%
Sharpe Ratio
NEWTH
0.90
Winner
TBLD
1.35
5Y Beta
Winner
NEWTH
0.10
TBLD
0.38
Industry
NEWTH
N/A
TBLD
Asset Management
P/E Ratio
NEWTH
11.04
Winner
TBLD
7.48
PEG Ratio
NEWTH
0.71
TBLD
N/A
Dividend Yield
NEWTH
2.93%
TBLD
N/A
Debt to Equity
NEWTH
136.02%
Winner
TBLD
0.00%
Free Cash Flow Yield
NEWTH
N/A
TBLD
0.00%
P/S Ratio
NEWTH
N/A
TBLD
4.94
P/B Ratio
NEWTH
N/A
TBLD
0.99
NEWTH vs TBLD - Historical Returns
Returns include dividend reinvestment.
1M
NEWTH
-0.39%
Winner
TBLD
-0.12%
3M
NEWTH
+0.30%
Winner
TBLD
+1.82%
6M
NEWTH
+2.31%
Winner
TBLD
+12.95%
1Y
NEWTH
+9.02%
Winner
TBLD
+23.68%
5Y(CAGR)
NEWTH
N/A
TBLD
+9.45%
Max(CAGR)
NEWTH
+7.33%
Winner
TBLD
+9.45%
NEWTH vs TBLD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NEWTH | TBLD |
|---|---|---|
| 2026 | +1.77% | +10.01% |
| 2025 | +7.18% | +32.03% |
| 2024 | +2.38% | +14.77% |
| 2023 | N/A | +17.12% |
| 2022 | N/A | -18.29% |
| 2021 | N/A | -4.16% |
NEWTH vs TBLD Drawdown Comparison
The maximum drawdown for NEWTH was -5.48%, occurring on Apr 7, 2025. Recovery took 47 trading sessions.
The maximum drawdown for TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.
The current NEWTH drawdown is -1.32%. The current TBLD drawdown is -4.64%.
| Rank | NEWTH | TBLD |
|---|---|---|
| #1 | -5.48% Mar 3, 2025 - May 8, 2025 | -33.64% Sep 1, 2021 - Jul 8, 2024 |
| #2 | -3.84% Feb 20, 2026 - Apr 13, 2026 | -8.02% Sep 30, 2024 - Feb 13, 2025 |
| #3 | -2.45% Apr 13, 2026 - Apr 17, 2026 | -7.81% Feb 19, 2026 - Apr 17, 2026 |
| #4 | -2.14% Nov 12, 2024 - Dec 23, 2024 | -7.25% Mar 31, 2025 - Apr 28, 2025 |
| #5 | -1.70% Dec 26, 2024 - Feb 21, 2025 | -4.86% Jul 17, 2025 - Sep 11, 2025 |
| #6 | -1.19% May 9, 2025 - Jun 3, 2025 | -4.86% Apr 20, 2026 - May 22, 2026 |
| #7 | -1.07% Nov 17, 2025 - Dec 2, 2025 | -4.64% May 26, 2026 - Jun 5, 2026 |
| #8 | -0.99% Jul 30, 2025 - Oct 6, 2025 | -4.13% Nov 11, 2025 - Jan 6, 2026 |
| #9 | -0.92% Oct 27, 2025 - Nov 6, 2025 | -3.67% Jul 11, 2024 - Aug 13, 2024 |
| #10 | -0.87% Feb 4, 2026 - Feb 12, 2026 | -2.97% Jul 2, 2025 - Jul 16, 2025 |
| #11 | -0.79% Dec 16, 2025 - Jan 2, 2026 | -2.90% Sep 15, 2025 - Oct 14, 2025 |
| #12 | -0.75% Oct 18, 2024 - Nov 1, 2024 | -2.02% Oct 14, 2025 - Nov 3, 2025 |
| #13 | -0.72% Jun 10, 2025 - Jul 2, 2025 | -1.88% Mar 5, 2025 - Mar 19, 2025 |
| #14 | -0.52% Jan 15, 2026 - Jan 26, 2026 | -1.75% Sep 19, 2024 - Sep 25, 2024 |
| #15 | -0.52% Sep 19, 2024 - Oct 11, 2024 | -1.48% Aug 21, 2024 - Aug 26, 2024 |
Correlation
Correlation between NEWTH and TBLD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
NEWTH vs TBLD dividend yield comparison.
| Year | NEWTH | TBLD |
|---|---|---|
| 2026 | 2.13% | 1.91% |
| 2025 | 9.24% | 6.22% |
| 2024 | 0.00% | 8.32% |
| 2023 | 0.00% | 8.06% |
| 2022 | 0.00% | 8.03% |
| 2021 | 0.00% | 2.79% |
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