Screener
HTAB vs TUSI
Hartford Schroders Tax-Aware Bond ETF vs Touchstone Ultra Short Income ETF
Key differences
Both HTAB and TUSI are fixed income ETFs. HTAB charges 0.39% a year and TUSI 0.25%. The main difference: TUSI costs 0.14% less per year.
- TUSI costs 0.14% less per year.
- Over the last three years, TUSI has delivered higher annualized returns.
Side-by-side comparison
| HTAB | TUSI | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $302M | $497M |
| Since | 2018 | 2022 |
| Dividend yield | 3.83% | 4.52% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.7% | +4.6% |
| CAGR 3Y | +3.4% | +5.8% |
| CAGR 5Y | +0.7% | N/A |
| Sharpe 3Y | -0.01 | 2.05 |
| Volatility 1Y | 3.97% | 1.04% |
| Max drawdown | -14.76% | -0.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.