OBND vs PVEX
Comparison between STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF) and TRUESHARES CONVEQUITY ETF (PVEX, ETF).
OBND vs PVEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OBND
$58M
PVEX
$58M
Expense Ratio
Winner
OBND
0.55%
PVEX
0.82%
Max Drawdown
OBND
18.73%
Winner
PVEX
7.80%
Sharpe Ratio
OBND
0.01
Winner
PVEX
0.78
5Y Beta
Winner
OBND
0.11
PVEX
1.08
OBND vs PVEX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OBND
-0.94%
PVEX
-1.49%
3M
OBND
-0.52%
Winner
PVEX
+2.42%
6M
OBND
-0.05%
Winner
PVEX
+5.01%
1Y
OBND
+3.80%
Winner
PVEX
+13.16%
5Y(CAGR)
OBND
+2.07%
PVEX
N/A
Max(CAGR)
OBND
+2.07%
Winner
PVEX
+18.64%
OBND vs PVEX - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OBND | PVEX |
|---|---|---|
| 2026 | +0.43% | +5.52% |
| 2025 | +7.69% | +13.68% |
| 2024 | +5.27% | N/A |
| 2023 | +9.21% | N/A |
| 2022 | -10.99% | N/A |
| 2021 | +0.02% | N/A |
OBND vs PVEX Drawdown Comparison
The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.
The maximum drawdown for PVEX was -7.63%, occurring on Mar 30, 2026. Recovery took 117 trading sessions.
The current OBND drawdown is -1.36%. The current PVEX drawdown is -4.62%.
| Rank | OBND | PVEX |
|---|---|---|
| #1 | -15.86% Nov 9, 2021 - Aug 2, 2024 | -7.63% Oct 28, 2025 - Apr 17, 2026 |
| #2 | -3.08% Mar 3, 2025 - May 30, 2025 | -7.13% Jul 25, 2025 - Sep 10, 2025 |
| #3 | -2.88% Feb 26, 2026 - Apr 17, 2026 | -5.74% Jun 2, 2026 - Jun 26, 2026 |
| #4 | -2.17% Dec 6, 2024 - Feb 24, 2025 | -4.28% Oct 8, 2025 - Oct 27, 2025 |
| #5 | -1.75% Sep 24, 2024 - Dec 4, 2024 | -3.31% Jul 3, 2025 - Jul 23, 2025 |
| #6 | -1.36% Jun 29, 2026 - Jul 23, 2026 | -2.37% May 14, 2026 - May 26, 2026 |
| #7 | -1.18% May 6, 2026 - Jun 16, 2026 | -2.16% Sep 22, 2025 - Oct 1, 2025 |
| #8 | -0.93% Sep 15, 2025 - Oct 21, 2025 | -0.82% May 1, 2026 - May 5, 2026 |
| #9 | -0.74% Aug 2, 2024 - Aug 14, 2024 | -0.80% Sep 15, 2025 - Sep 18, 2025 |
| #10 | -0.72% Oct 28, 2025 - Nov 26, 2025 | -0.75% Apr 17, 2026 - Apr 22, 2026 |
| #11 | -0.68% Oct 1, 2021 - Nov 5, 2021 | -0.64% Oct 6, 2025 - Oct 8, 2025 |
| #12 | -0.62% Apr 17, 2026 - May 6, 2026 | -0.62% Apr 27, 2026 - Apr 30, 2026 |
| #13 | -0.55% Jul 2, 2025 - Jul 21, 2025 | -0.52% May 6, 2026 - May 8, 2026 |
| #14 | -0.43% Nov 28, 2025 - Dec 24, 2025 | -0.41% May 8, 2026 - May 13, 2026 |
| #15 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -0.33% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between OBND and PVEX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2021 - 2026)
OBND vs PVEX dividend yield comparison.
| Year | OBND | PVEX |
|---|---|---|
| 2026 | 3.23% | 0.00% |
| 2025 | 6.26% | 0.19% |
| 2024 | 6.53% | 0.00% |
| 2023 | 6.01% | 0.00% |
| 2022 | 4.56% | 0.00% |
| 2021 | 0.55% | 0.00% |
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