Screener
HTAB vs FHYS
Hartford Schroders Tax-Aware Bond ETF vs Federated Hermes Short Duration High Yield ETF
Key differences
Both HTAB and FHYS are fixed income ETFs. HTAB charges 0.39% a year and FHYS 0.50%. The main difference: HTAB follows a active selection strategy; FHYS uses multi strategy.
- HTAB follows a active selection strategy; FHYS uses multi strategy.
- HTAB covers global markets; FHYS covers North America.
- HTAB costs 0.11% less per year.
- HTAB is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FHYS has delivered higher annualized returns.
Side-by-side comparison
| HTAB | FHYS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $302M | $51M |
| Since | 2018 | 2021 |
| Dividend yield | 3.83% | 5.78% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +6.7% | +6.3% |
| CAGR 3Y | +3.4% | +7.9% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | -0.01 | 1.20 |
| Volatility 1Y | 3.97% | 2.70% |
| Max drawdown | -14.76% | -11.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.