Screener
HTRB vs HTAB
Hartford Total Return Bond ETF vs Hartford Schroders Tax-Aware Bond ETF
Key differences
Both HTRB and HTAB are fixed income ETFs. HTRB charges 0.29% a year and HTAB 0.39%. The main difference: HTRB costs 0.10% less per year.
- HTRB costs 0.10% less per year.
- HTRB is much larger than HTAB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HTRB has delivered higher annualized returns.
Side-by-side comparison
| HTRB | HTAB | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.39% |
| Fund size (AUM) | $2.2B | $302M |
| Since | 2017 | 2018 |
| Dividend yield | 4.62% | 3.83% |
| Asset class | fixed income | fixed income |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.3% | +6.7% |
| CAGR 3Y | +4.9% | +3.4% |
| CAGR 5Y | +0.5% | +0.7% |
| Sharpe 3Y | 0.25 | -0.01 |
| Volatility 1Y | 3.78% | 3.97% |
| Max drawdown | -19.48% | -14.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.