OBND vs HTAX
Comparison between STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF) and MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF).
OBND vs HTAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OBND
$56M
HTAX
$56M
Expense Ratio
OBND
0.55%
Winner
HTAX
0.49%
Max Drawdown
OBND
18.73%
Winner
HTAX
7.34%
Sharpe Ratio
OBND
0.62
Winner
HTAX
1.01
5Y Beta
OBND
0.10
Winner
HTAX
0.01
OBND vs HTAX - Historical Returns
Returns include dividend reinvestment.
1M
OBND
-0.31%
Winner
HTAX
+1.18%
3M
OBND
+0.58%
Winner
HTAX
+1.62%
6M
OBND
+0.94%
Winner
HTAX
+3.58%
1Y
OBND
+5.98%
Winner
HTAX
+8.72%
5Y(CAGR)
OBND
+2.22%
HTAX
N/A
Max(CAGR)
OBND
+2.22%
Winner
HTAX
+3.92%
OBND vs HTAX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OBND | HTAX |
|---|---|---|
| 2026 | +0.83% | +3.41% |
| 2025 | +7.69% | +1.44% |
| 2024 | +5.27% | N/A |
| 2023 | +9.21% | N/A |
| 2022 | -10.99% | N/A |
| 2021 | +0.02% | N/A |
OBND vs HTAX Drawdown Comparison
The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.
The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.
The current OBND drawdown is -0.67%. The current HTAX drawdown is -0.35%.
| Rank | OBND | HTAX |
|---|---|---|
| #1 | -15.86% Nov 9, 2021 - Aug 2, 2024 | -6.10% Mar 10, 2025 - Sep 17, 2025 |
| #2 | -3.08% Mar 3, 2025 - May 30, 2025 | -3.06% Feb 27, 2026 - Apr 24, 2026 |
| #3 | -2.88% Feb 26, 2026 - Apr 17, 2026 | -1.69% May 8, 2026 - May 27, 2026 |
| #4 | -2.17% Dec 6, 2024 - Feb 24, 2025 | -0.92% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -1.75% Sep 24, 2024 - Dec 4, 2024 | -0.86% Nov 26, 2025 - Jan 7, 2026 |
| #6 | -1.18% May 6, 2026 - May 19, 2026 | -0.82% Nov 11, 2025 - Nov 26, 2025 |
| #7 | -0.93% Sep 15, 2025 - Oct 21, 2025 | -0.66% Oct 1, 2025 - Oct 13, 2025 |
| #8 | -0.74% Aug 2, 2024 - Aug 14, 2024 | -0.61% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -0.72% Oct 28, 2025 - Nov 26, 2025 | -0.60% Sep 17, 2025 - Oct 1, 2025 |
| #10 | -0.68% Oct 1, 2021 - Nov 5, 2021 | -0.43% Apr 24, 2026 - May 6, 2026 |
| #11 | -0.62% Apr 17, 2026 - May 6, 2026 | -0.36% Feb 19, 2026 - Feb 24, 2026 |
| #12 | -0.55% Jul 2, 2025 - Jul 21, 2025 | -0.35% Jun 4, 2026 - Jun 5, 2026 |
| #13 | -0.43% Nov 28, 2025 - Dec 24, 2025 | -0.26% Jan 7, 2026 - Jan 14, 2026 |
| #14 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -0.19% Feb 5, 2026 - Feb 10, 2026 |
| #15 | -0.40% Jan 29, 2026 - Feb 9, 2026 | -0.14% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between OBND and HTAX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2021 - 2026)
OBND vs HTAX dividend yield comparison.
| Year | OBND | HTAX |
|---|---|---|
| 2026 | 2.62% | 1.83% |
| 2025 | 6.26% | 3.67% |
| 2024 | 6.53% | 0.00% |
| 2023 | 6.01% | 0.00% |
| 2022 | 4.56% | 0.00% |
| 2021 | 0.55% | 0.00% |
Select Stocks to Compare
Popular: OBND vs SPYHTAX vs SPY
More Comparisons
Compare with similar stocks