Screener
BSR vs HTAB
Beacon Selective Risk ETF vs Hartford Schroders Tax-Aware Bond ETF
Key differences
Both BSR and HTAB are fixed income ETFs. BSR charges 1.09% a year and HTAB 0.39%. The main difference: HTAB costs 0.70% less per year.
- HTAB costs 0.70% less per year.
- HTAB is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
- HTAB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | HTAB | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.39% |
| Fund size (AUM) | $37M | $302M |
| Since | 2023 | 2018 |
| Dividend yield | 1.02% | 3.83% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.6% | +6.7% |
| CAGR 3Y | +7.8% | +3.4% |
| CAGR 5Y | N/A | +0.7% |
| Sharpe 3Y | 0.32 | -0.01 |
| Volatility 1Y | 8.78% | 3.97% |
| Max drawdown | -15.68% | -14.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.