OBND vs TBLU

Comparison between STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF) and TORTOISE GLOBAL WATER ETF (TBLU, ETF).

5-Year PerformanceTBLU has outperformed OBND, delivering a return of +3.8% compared to +2.2%

OBND vs TBLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OBND(ETF)	TBLU(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.55%	0.40%
Max Drawdown	18.73%	37.58%
Sharpe Ratio	0.62	-0.29
5Y Beta	0.10	0.64
P/E Ratio	N/A	24.33
Forward P/E	N/A	19.21
PEG Ratio	N/A	1.16
5Y Dividends CAGR	N/A	28.78%
Debt to Equity	N/A	45.67%
P/S Ratio	N/A	2.59
P/B Ratio	N/A	3.47

Net Assets

OBND

$56M

Winner

TBLU

$56M

Expense Ratio

OBND

0.55%

Winner

TBLU

0.40%

Max Drawdown

Winner

OBND

18.73%

TBLU

37.58%

Sharpe Ratio

Winner

OBND

0.62

TBLU

-0.29

5Y Beta

Winner

OBND

0.10

TBLU

0.64

P/E Ratio

OBND

N/A

TBLU

24.33

Forward P/E

OBND

N/A

TBLU

19.21

PEG Ratio

OBND

N/A

TBLU

1.16

5Y Dividends CAGR

OBND

N/A

TBLU

28.78%

Debt to Equity

OBND

N/A

TBLU

45.67%

P/S Ratio

OBND

N/A

TBLU

2.59

P/B Ratio

OBND

N/A

TBLU

3.47

OBND vs TBLU - Historical Returns

Returns include dividend reinvestment.

Period	OBND	TBLU
1 month	-0.31%	-3.67%
3 months	+0.58%	-6.30%
6 months	+0.94%	-2.93%
1 year	+5.98%	-1.48%
5 years(CAGR)	+2.22%	+3.80%
10 years(CAGR)	N/A	+9.44%
Max(CAGR)	+2.22%	+9.44%

Winner

OBND

-0.31%

TBLU

-3.67%

Winner

OBND

+0.58%

TBLU

-6.30%

Winner

OBND

+0.94%

TBLU

-2.93%

Winner

OBND

+5.98%

TBLU

-1.48%

5Y(CAGR)

OBND

+2.22%

Winner

TBLU

+3.80%

10Y(CAGR)

OBND

N/A

TBLU

+9.44%

Max(CAGR)

OBND

+2.22%

Winner

TBLU

+9.44%

OBND vs TBLU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OBND	TBLU
2026	+0.83%	-2.95%
2025	+7.69%	+12.42%
2024	+5.27%	+9.92%
2023	+9.21%	+20.01%
2022	-10.99%	-25.20%
2021	+0.02%	+30.22%
2020	N/A	+16.37%
2019	N/A	+38.09%
2018	N/A	-12.48%
2017	N/A	+20.20%

OBND vs TBLU Drawdown Comparison

The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.

The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The current OBND drawdown is -0.67%. The current TBLU drawdown is -11.58%.

Rank	OBND	TBLU
#1	-15.86% Nov 9, 2021 - Aug 2, 2024	-37.58% Feb 20, 2020 - Oct 12, 2020
#2	-3.08% Mar 3, 2025 - May 30, 2025	-35.36% Dec 31, 2021 - Jul 31, 2024
#3	-2.88% Feb 26, 2026 - Apr 17, 2026	-17.25% Jan 26, 2018 - Jun 13, 2019
#4	-2.17% Dec 6, 2024 - Feb 24, 2025	-15.42% Dec 9, 2024 - May 15, 2025
#5	-1.75% Sep 24, 2024 - Dec 4, 2024	-13.17% Feb 26, 2026 - Mar 20, 2026
#6	-1.18% May 6, 2026 - May 19, 2026	-8.73% Sep 2, 2021 - Nov 9, 2021
#7	-0.93% Sep 15, 2025 - Oct 21, 2025	-8.29% Aug 22, 2025 - Jan 16, 2026
#8	-0.74% Aug 2, 2024 - Aug 14, 2024	-6.00% May 4, 2017 - Jul 20, 2017
#9	-0.72% Oct 28, 2025 - Nov 26, 2025	-5.90% Jan 13, 2021 - Mar 26, 2021
#10	-0.68% Oct 1, 2021 - Nov 5, 2021	-5.63% Oct 12, 2020 - Nov 5, 2020
#11	-0.62% Apr 17, 2026 - May 6, 2026	-5.54% Jul 31, 2024 - Sep 19, 2024
#12	-0.55% Jul 2, 2025 - Jul 21, 2025	-5.24% Jul 29, 2019 - Sep 18, 2019
#13	-0.43% Nov 28, 2025 - Dec 24, 2025	-5.01% Nov 19, 2021 - Dec 27, 2021
#14	-0.41% Aug 13, 2025 - Aug 22, 2025	-4.60% Oct 7, 2024 - Nov 6, 2024
#15	-0.40% Jan 29, 2026 - Feb 9, 2026	-4.27% Mar 1, 2017 - Apr 26, 2017