PVEX vs OBND
Comparison between TRUESHARES CONVEQUITY ETF (PVEX, ETF) and STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF).
PVEX vs OBND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PVEX
$58M
Winner
OBND
$58M
Expense Ratio
PVEX
0.82%
Winner
OBND
0.55%
Max Drawdown
Winner
PVEX
7.80%
OBND
18.73%
Sharpe Ratio
Winner
PVEX
0.92
OBND
0.14
5Y Beta
PVEX
1.08
Winner
OBND
0.10
PVEX vs OBND - Historical Returns
Returns include dividend reinvestment.
1M
PVEX
-1.49%
Winner
OBND
-0.94%
3M
Winner
PVEX
+2.42%
OBND
-0.52%
6M
Winner
PVEX
+5.01%
OBND
-0.05%
1Y
Winner
PVEX
+13.16%
OBND
+3.80%
5Y(CAGR)
PVEX
N/A
OBND
+2.07%
Max(CAGR)
Winner
PVEX
+18.64%
OBND
+2.07%
PVEX vs OBND - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | PVEX | OBND |
|---|---|---|
| 2026 | +5.52% | +0.43% |
| 2025 | +13.68% | +7.69% |
| 2024 | N/A | +5.27% |
| 2023 | N/A | +9.21% |
| 2022 | N/A | -10.99% |
| 2021 | N/A | +0.02% |
PVEX vs OBND Drawdown Comparison
The maximum drawdown for PVEX was -7.63%, occurring on Mar 30, 2026. Recovery took 117 trading sessions.
The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.
The current PVEX drawdown is -4.62%. The current OBND drawdown is -1.36%.
| Rank | PVEX | OBND |
|---|---|---|
| #1 | -7.63% Oct 28, 2025 - Apr 17, 2026 | -15.86% Nov 9, 2021 - Aug 2, 2024 |
| #2 | -7.13% Jul 25, 2025 - Sep 10, 2025 | -3.08% Mar 3, 2025 - May 30, 2025 |
| #3 | -5.74% Jun 2, 2026 - Jun 26, 2026 | -2.88% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -4.28% Oct 8, 2025 - Oct 27, 2025 | -2.17% Dec 6, 2024 - Feb 24, 2025 |
| #5 | -3.31% Jul 3, 2025 - Jul 23, 2025 | -1.75% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -2.37% May 14, 2026 - May 26, 2026 | -1.36% Jun 29, 2026 - Jul 23, 2026 |
| #7 | -2.16% Sep 22, 2025 - Oct 1, 2025 | -1.18% May 6, 2026 - Jun 16, 2026 |
| #8 | -0.82% May 1, 2026 - May 5, 2026 | -0.93% Sep 15, 2025 - Oct 21, 2025 |
| #9 | -0.80% Sep 15, 2025 - Sep 18, 2025 | -0.74% Aug 2, 2024 - Aug 14, 2024 |
| #10 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -0.72% Oct 28, 2025 - Nov 26, 2025 |
| #11 | -0.64% Oct 6, 2025 - Oct 8, 2025 | -0.68% Oct 1, 2021 - Nov 5, 2021 |
| #12 | -0.62% Apr 27, 2026 - Apr 30, 2026 | -0.62% Apr 17, 2026 - May 6, 2026 |
| #13 | -0.52% May 6, 2026 - May 8, 2026 | -0.55% Jul 2, 2025 - Jul 21, 2025 |
| #14 | -0.41% May 8, 2026 - May 13, 2026 | -0.43% Nov 28, 2025 - Dec 24, 2025 |
| #15 | -0.33% Apr 22, 2026 - Apr 24, 2026 | -0.41% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between PVEX and OBND is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2021 - 2026)
PVEX vs OBND dividend yield comparison.
| Year | PVEX | OBND |
|---|---|---|
| 2026 | 0.00% | 3.23% |
| 2025 | 0.19% | 6.26% |
| 2024 | 0.00% | 6.53% |
| 2023 | 0.00% | 6.01% |
| 2022 | 0.00% | 4.56% |
| 2021 | 0.00% | 0.55% |
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