Screener
HTAB vs FCSH
Hartford Schroders Tax-Aware Bond ETF vs Federated Hermes Short Duration Corporate ETF
Key differences
Both HTAB and FCSH are fixed income ETFs. HTAB charges 0.39% a year and FCSH 0.30%. The main difference: HTAB covers global markets; FCSH covers North America.
- HTAB covers global markets; FCSH covers North America.
- FCSH costs 0.09% less per year.
- HTAB is much larger than FCSH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCSH has delivered higher annualized returns.
Side-by-side comparison
| HTAB | FCSH | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.30% |
| Fund size (AUM) | $302M | $65M |
| Since | 2018 | 2021 |
| Dividend yield | 3.83% | 4.09% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.7% | +4.1% |
| CAGR 3Y | +3.4% | +5.2% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | -0.01 | 0.64 |
| Volatility 1Y | 3.97% | 1.97% |
| Max drawdown | -14.76% | -8.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.