Screener
HTAB vs FTRB
Hartford Schroders Tax-Aware Bond ETF vs Federated Hermes Total Return Bond ETF
Key differences
Both HTAB and FTRB are fixed income ETFs. HTAB charges 0.39% a year and FTRB 0.39%. The main difference: HTAB covers global markets; FTRB covers North America.
- HTAB covers global markets; FTRB covers North America.
- HTAB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTAB | FTRB | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.39% |
| Fund size (AUM) | $302M | $551M |
| Since | 2018 | 2024 |
| Dividend yield | 3.83% | 4.29% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.7% | +5.2% |
| CAGR 3Y | +3.4% | N/A |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | -0.01 | N/A |
| Volatility 1Y | 3.97% | 3.57% |
| Max drawdown | -14.76% | -4.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.