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RMIF vs HTAB

LHA Risk-Managed Income ETF vs Hartford Schroders Tax-Aware Bond ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

HTAB

Hartford Schroders Tax-Aware Bond ETF

Annual cost

0.39%

Fund size

$302M

Key differences

Both RMIF and HTAB are fixed income ETFs. RMIF charges 1.55% a year and HTAB 0.39%. The main difference: RMIF covers North America; HTAB covers global markets.

  • RMIF covers North America; HTAB covers global markets.
  • HTAB costs 1.16% less per year.
  • HTAB is much larger than RMIF. Larger funds are usually more liquid and less likely to close.
  • HTAB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMIFHTAB
Annual cost (TER)1.55%0.39%
Fund size (AUM)$26M$302M
Since20232018
Dividend yield5.29%3.83%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+3.0%+6.7%
CAGR 3YN/A+3.4%
CAGR 5YN/A+0.7%
Sharpe 3YN/A-0.01
Volatility 1Y2.65%3.97%
Max drawdown-3.01%-14.76%

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

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