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PBOG vs. HYMB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PBOG vs. HYMB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG) and SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF (HYMB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PBOG achieves a 32.22% return, which is significantly higher than HYMB's 2.87% return.


PBOG

1D
1.23%
1M
-2.32%
YTD
32.22%
6M
29.70%
1Y
3Y*
5Y*
10Y*

HYMB

1D
-0.04%
1M
1.19%
YTD
2.87%
6M
3.18%
1Y
7.43%
3Y*
5.09%
5Y*
0.42%
10Y*
2.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PBOG vs. HYMB - Yearly Performance Comparison


Correlation

The correlation between PBOG and HYMB is -0.39, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 26, 2025

-0.39

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Return for Risk

PBOG vs. HYMB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBOG

HYMB
HYMB Risk / Return Rank: 5353
Overall Rank
HYMB Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
HYMB Sortino Ratio Rank: 5454
Sortino Ratio Rank
HYMB Omega Ratio Rank: 6060
Omega Ratio Rank
HYMB Calmar Ratio Rank: 4848
Calmar Ratio Rank
HYMB Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBOG vs. HYMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF (PBOG) and SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF (HYMB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PBOG vs. HYMB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PBOGHYMBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

3.31

0.45

+2.86

Drawdowns

PBOG vs. HYMB - Drawdown Comparison

The maximum PBOG drawdown since its inception was -11.45%, smaller than the maximum HYMB drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for PBOG and HYMB.


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Drawdown Indicators


PBOGHYMBDifference

Max Drawdown

Largest peak-to-trough decline

-11.45%

-29.57%

+18.12%

Max Drawdown (1Y)

Largest decline over 1 year

-3.11%

Max Drawdown (3Y)

Largest decline over 3 years

-7.44%

Max Drawdown (5Y)

Largest decline over 5 years

-20.15%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

Current Drawdown

Current decline from peak

-6.81%

-0.04%

-6.77%

Average Drawdown

Average peak-to-trough decline

-3.10%

-3.81%

+0.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.88%

Volatility

PBOG vs. HYMB - Volatility Comparison


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Volatility by Period


PBOGHYMBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

Volatility (6M)

Calculated over the trailing 6-month period

3.14%

Volatility (1Y)

Calculated over the trailing 1-year period

23.67%

4.05%

+19.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.67%

6.66%

+17.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.67%

11.36%

+12.31%

PBOG vs. HYMB - Expense Ratio Comparison

PBOG has a 0.13% expense ratio, which is lower than HYMB's 0.35% expense ratio.


Dividends

PBOG vs. HYMB - Dividend Comparison

PBOG's dividend yield for the trailing twelve months is around 0.13%, less than HYMB's 4.54% yield.


PositionTTM20252024202320222021202020192018201720162015
HYMB
SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF
4.54%4.55%4.29%4.07%3.77%3.19%3.55%3.95%4.03%3.78%4.08%4.54%
PBOG
Portfolio Building Block Integrated Oil & Gas and Exploration & Production Index ETF
0.13%0.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PBOG and HYMB have a correlation of -0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBOG is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBOG is cheaper with a 0.13% expense ratio, compared with 0.35% for HYMB.

HYMB has the higher dividend yield at 4.54%, compared with 0.13% for PBOG.

PBOG is categorized as Oil & Gas, while HYMB is Municipal Bonds. PBOG tracks BITA Global Oil & Gas Select Index, while HYMB tracks Bloomberg Municipal Yield. They also come from different issuers: Portfolio Building Blocks and State Street. Their fees differ too: 0.13% for PBOG and 0.35% for HYMB.

Portfolio Optimizer

Find the right allocation for PBOG and HYMB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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