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HFSI vs HTAB

Hartford Strategic Income ETF vs Hartford Schroders Tax-Aware Bond ETF

HFSI

Hartford Strategic Income ETF

Annual cost

Fund size

HTAB

Hartford Schroders Tax-Aware Bond ETF

Annual cost

0.39%

Fund size

$302M

Key differences

Both HFSI and HTAB are fixed income ETFs. The main difference: HFSI covers global markets excluding the US; HTAB covers global markets.

  • HFSI covers global markets excluding the US; HTAB covers global markets.
  • Over the last three years, HFSI has delivered higher annualized returns.

Side-by-side comparison

HFSIHTAB
Annual cost (TER)0.39%
Fund size (AUM)$302M
Since2018
Dividend yield3.83%
Asset classfixed incomefixed income
Regionglobal ex usglobal
Strategyactive selectionactive selection
CAGR 1Y+7.9%+6.7%
CAGR 3Y+8.4%+3.4%
CAGR 5YN/A+0.7%
Sharpe 3Y1.04-0.01
Volatility 1Y3.56%3.97%
Max drawdown-19.34%-14.76%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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