TBLU vs HTAX
Comparison between TORTOISE GLOBAL WATER ETF (TBLU, ETF) and MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF).
TBLU vs HTAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TBLU
$56M
HTAX
$56M
Expense Ratio
Winner
TBLU
0.40%
HTAX
0.49%
Max Drawdown
TBLU
37.58%
Winner
HTAX
7.34%
Sharpe Ratio
TBLU
-0.29
Winner
HTAX
1.01
5Y Beta
TBLU
0.64
Winner
HTAX
0.01
P/E Ratio
TBLU
24.33
HTAX
N/A
Forward P/E
TBLU
19.21
HTAX
N/A
PEG Ratio
TBLU
1.16
HTAX
N/A
5Y Dividends CAGR
TBLU
28.78%
HTAX
N/A
Debt to Equity
TBLU
45.67%
HTAX
N/A
P/S Ratio
TBLU
2.59
HTAX
N/A
P/B Ratio
TBLU
3.47
HTAX
N/A
TBLU vs HTAX - Historical Returns
Returns include dividend reinvestment.
1M
TBLU
-3.67%
Winner
HTAX
+1.18%
3M
TBLU
-6.30%
Winner
HTAX
+1.62%
6M
TBLU
-2.93%
Winner
HTAX
+3.58%
1Y
TBLU
-1.48%
Winner
HTAX
+8.72%
5Y(CAGR)
TBLU
+3.80%
HTAX
N/A
10Y(CAGR)
TBLU
+9.44%
HTAX
N/A
Max(CAGR)
Winner
TBLU
+9.44%
HTAX
+3.92%
TBLU vs HTAX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TBLU | HTAX |
|---|---|---|
| 2026 | -2.95% | +3.41% |
| 2025 | +12.42% | +1.44% |
| 2024 | +9.92% | N/A |
| 2023 | +20.01% | N/A |
| 2022 | -25.20% | N/A |
| 2021 | +30.22% | N/A |
| 2020 | +16.37% | N/A |
| 2019 | +38.09% | N/A |
| 2018 | -12.48% | N/A |
| 2017 | +20.20% | N/A |
TBLU vs HTAX Drawdown Comparison
The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.
The current TBLU drawdown is -11.58%. The current HTAX drawdown is -0.35%.
| Rank | TBLU | HTAX |
|---|---|---|
| #1 | -37.58% Feb 20, 2020 - Oct 12, 2020 | -6.10% Mar 10, 2025 - Sep 17, 2025 |
| #2 | -35.36% Dec 31, 2021 - Jul 31, 2024 | -3.06% Feb 27, 2026 - Apr 24, 2026 |
| #3 | -17.25% Jan 26, 2018 - Jun 13, 2019 | -1.69% May 8, 2026 - May 27, 2026 |
| #4 | -15.42% Dec 9, 2024 - May 15, 2025 | -0.92% Jan 14, 2026 - Feb 2, 2026 |
| #5 | -13.17% Feb 26, 2026 - Mar 20, 2026 | -0.86% Nov 26, 2025 - Jan 7, 2026 |
| #6 | -8.73% Sep 2, 2021 - Nov 9, 2021 | -0.82% Nov 11, 2025 - Nov 26, 2025 |
| #7 | -8.29% Aug 22, 2025 - Jan 16, 2026 | -0.66% Oct 1, 2025 - Oct 13, 2025 |
| #8 | -6.00% May 4, 2017 - Jul 20, 2017 | -0.61% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -5.90% Jan 13, 2021 - Mar 26, 2021 | -0.60% Sep 17, 2025 - Oct 1, 2025 |
| #10 | -5.63% Oct 12, 2020 - Nov 5, 2020 | -0.43% Apr 24, 2026 - May 6, 2026 |
| #11 | -5.54% Jul 31, 2024 - Sep 19, 2024 | -0.36% Feb 19, 2026 - Feb 24, 2026 |
| #12 | -5.24% Jul 29, 2019 - Sep 18, 2019 | -0.35% Jun 4, 2026 - Jun 5, 2026 |
| #13 | -5.01% Nov 19, 2021 - Dec 27, 2021 | -0.26% Jan 7, 2026 - Jan 14, 2026 |
| #14 | -4.60% Oct 7, 2024 - Nov 6, 2024 | -0.19% Feb 5, 2026 - Feb 10, 2026 |
| #15 | -4.27% Mar 1, 2017 - Apr 26, 2017 | -0.14% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between TBLU and HTAX is 0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
0.19
-101
Dividend Comparison (2017 - 2026)
TBLU vs HTAX dividend yield comparison.
| Year | TBLU | HTAX |
|---|---|---|
| 2026 | 0.00% | 1.83% |
| 2025 | 3.31% | 3.67% |
| 2024 | 1.34% | 0.00% |
| 2023 | 1.46% | 0.00% |
| 2022 | 1.64% | 0.00% |
| 2021 | 1.55% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 2018 | 1.35% | 0.00% |
| 2017 | 1.32% | 0.00% |
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