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HTAB vs HCRB

Hartford Schroders Tax-Aware Bond ETF vs Hartford Core Bond ETF

HTAB

Hartford Schroders Tax-Aware Bond ETF

Annual cost

0.39%

Fund size

$302M

HCRB

Hartford Core Bond ETF

Annual cost

0.29%

Fund size

$366M

Key differences

Both HTAB and HCRB are fixed income ETFs. HTAB charges 0.39% a year and HCRB 0.29%. The main difference: HTAB follows a active selection strategy; HCRB uses index tracking.

  • HTAB follows a active selection strategy; HCRB uses index tracking.
  • HTAB covers global markets; HCRB covers global markets excluding the US.
  • HCRB costs 0.10% less per year.
  • Over the last three years, HCRB has delivered higher annualized returns.

Side-by-side comparison

HTABHCRB
Annual cost (TER)0.39%0.29%
Fund size (AUM)$302M$366M
Since20182020
Dividend yield3.83%4.18%
Asset classfixed incomefixed income
Regionglobalglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+4.8%
CAGR 3Y+3.4%+4.7%
CAGR 5Y+0.7%+0.2%
Sharpe 3Y-0.010.22
Volatility 1Y3.97%3.78%
Max drawdown-14.76%-19.90%

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

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