Hartford Schroders Tax-Aware Bond ETF (HTAB) belongs to the Intermediate Core Bond category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with HTAB. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HTAB
HTAB charges 0.39% annually. There are 45 ETFs in the Intermediate Core Bond category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond Index ETF | 0.03% | 52.20B | Apr 2007 | HTAB vs BIV | |
| JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.03% | 1.02B | Dec 2018 | HTAB vs BBAG | |
| iShares iBonds Dec 2033 Term Treasury ETF | 0.07% | 474.70M | Jun 2023 | HTAB vs IBTO | |
| iShares iBonds Dec 2044 Term Treasury ETF | 0.07% | 101.75M | Jun 2024 | HTAB vs IBGA | |
| iShares iBonds Dec 2032 Term Treasury ETF | 0.07% | 550.62M | Jul 2022 | HTAB vs IBTM |
Best Risk-Adjusted Alternatives to HTAB
HTAB has a PortfoliosLab risk / return rank of 64. There are 5 ETFs in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SGI Enhanced Core ETF | 96 | 364.51M | Feb 2024 | HTAB vs USDX | |
| Aptus Enhanced Yield ETF | 87 | 217.59M | Oct 2022 | HTAB vs JUCY | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | 74 | 9.76M | Jul 2023 | HTAB vs USFI | |
| 3EDGE Dynamic Fixed Income ETF | 73 | 236.02M | Oct 2024 | HTAB vs EDGF | |
| State Street My2029 Corporate Bond ETF | 70 | 35.77M | Sep 2024 | HTAB vs MYCI |
Top Performing HTAB Alternatives (YTD)
HTAB is at 1.58% YTD. There are 4 ETFs in the Intermediate Core Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aptus Enhanced Yield ETF | 2.89% | 217.59M | Oct 2022 | HTAB vs JUCY | |
| SGI Enhanced Core ETF | 2.46% | 364.51M | Feb 2024 | HTAB vs USDX | |
| Defined Duration 5 ETF | 2.14% | — | Nov 2025 | HTAB vs DDV | |
| Overlay Shares Core Bond ETF | 1.68% | 33.20M | Sep 2019 | HTAB vs OVB | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | 0.95% | 9.76M | Jul 2023 | HTAB vs USFI |
Lowest Volatility Alternatives to HTAB
HTAB has 3.95% 1-year volatility. There are 40 ETFs in the Intermediate Core Bond category with lower 1-year volatility, going as low as 1.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 3EDGE Dynamic Fixed Income ETF | 1.90% | 236.02M | Oct 2024 | HTAB vs EDGF | |
| SGI Enhanced Core ETF | 2.07% | 364.51M | Feb 2024 | HTAB vs USDX | |
| State Street My2029 Corporate Bond ETF | 2.13% | 35.77M | Sep 2024 | HTAB vs MYCI | |
| Frontier Asset Core Bond ETF | 2.32% | 43.77M | Dec 2024 | HTAB vs FCBD | |
| ClearShares Piton Intermediate Fixed Income ETF | 2.62% | 97.82M | Oct 2020 | HTAB vs PIFI |
Lowest Drawdown Alternatives to HTAB
HTAB has a 1-year max drawdown of -2.85%. There are 29 ETFs in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -0.64%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 3EDGE Dynamic Fixed Income ETF | -0.64% | 236.02M | Oct 2024 | HTAB vs EDGF | |
| SGI Enhanced Core ETF | -0.94% | 364.51M | Feb 2024 | HTAB vs USDX | |
| Aptus Enhanced Yield ETF | -0.94% | 217.59M | Oct 2022 | HTAB vs JUCY | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.07% | 9.76M | Jul 2023 | HTAB vs USFI | |
| Build Bond Innovation ETF | -1.09% | 10.78M | Feb 2022 | HTAB vs BFIX |
Other ETFs from Hartford
The 10 most viewed Hartford ETFs shown here include HFSI, ROUS, RODM and span 9 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hartford Strategic Income ETF | Multisector Bonds | 66 | 1.15% | 957.44M | Sep 2021 | HTAB vs HFSI | |
| Hartford Multifactor US Equity ETF | Large Cap Growth Equities | 89 | 16.70% | 692.72M | Feb 2015 | HTAB vs ROUS | |
| Hartford Multifactor Developed Markets (ex-US) ETF | Foreign Large Cap Equities | 82 | 11.60% | 1.56B | Feb 2015 | HTAB vs RODM | |
| Hartford US Value ETF | Large Cap Value Equities | 89 | 17.43% | 48.88M | Dec 2023 | HTAB vs VMAX | |
| Hartford Multifactor Emerging Markets ETF | Emerging Markets Equities | 79 | 19.49% | 109.30M | Feb 2015 | HTAB vs ROAM | |
| Hartford Municipal Opportunities ETF | Municipal Bonds | 73 | 1.63% | 781.45M | Dec 2017 | HTAB vs HMOP | |
| Hartford Core Bond ETF | Intermediate Core Bond | 33 | -0.20% | 401.39M | Feb 2020 | HTAB vs HCRB | |
| Hartford Total Return Bond ETF | Intermediate Core-Plus Bond | 37 | -0.05% | 2.23B | Sep 2017 | HTAB vs HTRB | |
| Hartford Multifactor Small Cap ETF | Small Cap Blend Equities | 87 | 19.29% | 61.26M | Mar 2015 | HTAB vs ROSC | |
| Hartford Large Cap Growth ETF | Large Cap Growth Equities | 26 | 6.39% | 213.64M | Nov 2021 | HTAB vs HFGO |
Often Compared With HTAB
Investors most often compare HTAB with HST, BND, SPHY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare HTAB with Any Fund or Stock
Compare HTAB with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HTAB with funds that move differently
Hartford Schroders Tax-Aware Bond ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HTAB.
Explore HTAB Diversifiers