Screener
HTAB vs HFSI
Hartford Schroders Tax-Aware Bond ETF vs Hartford Strategic Income ETF
Key differences
Both HTAB and HFSI are fixed income ETFs. The main difference: HTAB covers global markets; HFSI covers global markets excluding the US.
- HTAB covers global markets; HFSI covers global markets excluding the US.
- Over the last three years, HFSI has delivered higher annualized returns.
Side-by-side comparison
| HTAB | HFSI | |
|---|---|---|
| Annual cost (TER) | 0.39% | — |
| Fund size (AUM) | $302M | — |
| Since | 2018 | — |
| Dividend yield | 3.83% | — |
| Asset class | fixed income | fixed income |
| Region | global | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.7% | +7.9% |
| CAGR 3Y | +3.4% | +8.4% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | -0.01 | 1.04 |
| Volatility 1Y | 3.97% | 3.56% |
| Max drawdown | -14.76% | -19.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.