OBND vs AVRY
Comparison between STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF) and AVORY FOUNDATIONAL ETF (AVRY, ETF).
OBND vs AVRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OBND
$58M
Winner
AVRY
$58M
Expense Ratio
Winner
OBND
0.55%
AVRY
0.89%
Max Drawdown
Winner
OBND
18.73%
AVRY
21.58%
Sharpe Ratio
Winner
OBND
0.01
AVRY
-0.64
5Y Beta
Winner
OBND
0.11
AVRY
1.17
P/E Ratio
OBND
N/A
AVRY
111.38
Forward P/E
OBND
N/A
AVRY
21.84
Debt to Equity
OBND
N/A
AVRY
29.38%
P/S Ratio
OBND
N/A
AVRY
2.78
P/B Ratio
OBND
N/A
AVRY
3.71
OBND vs AVRY - Historical Returns
Returns include dividend reinvestment.
1M
OBND
-0.94%
Winner
AVRY
+2.66%
3M
OBND
-0.52%
Winner
AVRY
+1.64%
6M
Winner
OBND
-0.05%
AVRY
-8.55%
1Y
OBND
+3.80%
AVRY
N/A
5Y(CAGR)
OBND
+2.07%
AVRY
N/A
Max(CAGR)
Winner
OBND
+2.07%
AVRY
-16.24%
OBND vs AVRY - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OBND | AVRY |
|---|---|---|
| 2026 | +0.43% | -8.45% |
| 2025 | +7.69% | N/A |
| 2024 | +5.27% | N/A |
| 2023 | +9.21% | N/A |
| 2022 | -10.99% | N/A |
| 2021 | +0.02% | N/A |
OBND vs AVRY Drawdown Comparison
The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.
The maximum drawdown for AVRY was -21.58%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current OBND drawdown is -1.36%. The current AVRY drawdown is -9.83%.
| Rank | OBND | AVRY |
|---|---|---|
| #1 | -15.86% Nov 9, 2021 - Aug 2, 2024 | -21.58% Jan 26, 2026 - Mar 27, 2026 |
| #2 | -3.08% Mar 3, 2025 - May 30, 2025 | N/A |
| #3 | -2.88% Feb 26, 2026 - Apr 17, 2026 | N/A |
| #4 | -2.17% Dec 6, 2024 - Feb 24, 2025 | N/A |
| #5 | -1.75% Sep 24, 2024 - Dec 4, 2024 | N/A |
| #6 | -1.36% Jun 29, 2026 - Jul 23, 2026 | N/A |
| #7 | -1.18% May 6, 2026 - Jun 16, 2026 | N/A |
| #8 | -0.93% Sep 15, 2025 - Oct 21, 2025 | N/A |
| #9 | -0.74% Aug 2, 2024 - Aug 14, 2024 | N/A |
| #10 | -0.72% Oct 28, 2025 - Nov 26, 2025 | N/A |
| #11 | -0.68% Oct 1, 2021 - Nov 5, 2021 | N/A |
| #12 | -0.62% Apr 17, 2026 - May 6, 2026 | N/A |
| #13 | -0.55% Jul 2, 2025 - Jul 21, 2025 | N/A |
| #14 | -0.43% Nov 28, 2025 - Dec 24, 2025 | N/A |
| #15 | -0.41% Aug 13, 2025 - Aug 22, 2025 | N/A |
Correlation
Correlation between OBND and AVRY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
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