BBAG vs. HTAB
BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) and HTAB (Hartford Schroders Tax-Aware Bond ETF) are both Intermediate Core Bond funds. BBAG is passively managed, while HTAB is actively managed. Over the past 5 years, BBAG returned -0.52%/yr vs 0.39%/yr for HTAB. Their 0.61 correlation means they have sometimes moved together and sometimes differently. BBAG charges 0.03%/yr vs 0.39%/yr for HTAB.
Performance
BBAG vs. HTAB - Performance Comparison
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Returns By Period
In the year-to-date period, BBAG achieves a -0.66% return, which is significantly lower than HTAB's 0.43% return.
BBAG
- 1D
- -0.24%
- 1M
- -1.27%
- 6M
- -0.87%
- YTD
- -0.66%
- 1Y
- 1.77%
- 3Y*
- 3.84%
- 5Y*
- -0.52%
- 10Y*
- —
- ALL TIME*
- 1.71%
HTAB
- 1D
- -0.11%
- 1M
- -1.67%
- 6M
- 0.08%
- YTD
- 0.43%
- 1Y
- 5.12%
- 3Y*
- 2.94%
- 5Y*
- 0.39%
- 10Y*
- —
- ALL TIME*
- 2.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.14M | $3.37M | $5.23M | |
| $784.41K | $769.38K | $985.41K |
BBAG vs. HTAB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | -0.66% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.03% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.43% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 0.72% |
Correlation
The correlation between BBAG and HTAB is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.63 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2018 | 0.61 |
The correlation between BBAG and HTAB shifts across timeframes, from 0.61 (all time) to 0.74 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BBAG vs. HTAB — Risk / Return Rank
BBAG
HTAB
BBAG vs. HTAB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and Hartford Schroders Tax-Aware Bond ETF (HTAB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBAG | HTAB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.30 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 2.15 | -1.18 |
| Martin ratioReturn relative to average drawdown | 2.37 | 6.53 | -4.16 |
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Drawdowns
BBAG vs. HTAB - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.73%, which is greater than HTAB's maximum drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for BBAG and HTAB.
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Drawdown Indicators
| BBAG | HTAB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.73% | -14.76% | -3.97% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -2.85% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -5.10% | -6.72% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -14.55% | -3.51% |
Current DrawdownCurrent decline from peak | -3.65% | -1.89% | -1.76% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -2.85% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 0.93% | +0.20% |
Volatility
BBAG vs. HTAB - Volatility Comparison
The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is 0.88%, while Hartford Schroders Tax-Aware Bond ETF (HTAB) has a volatility of 1.00%. This indicates that BBAG experiences smaller price fluctuations and is considered to be less risky than HTAB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBAG | HTAB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.88% | 1.00% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.01% | 2.88% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 3.95% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.93% | 5.75% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.76% | 5.14% | +0.62% |
BBAG vs. HTAB - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is lower than HTAB's 0.39% expense ratio.
Dividends
BBAG vs. HTAB - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.42%, more than HTAB's 3.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.05% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.88% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% |
Frequently Asked Questions
BBAG and HTAB have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTAB has higher volatility (1.00%) compared to BBAG (0.88%). In terms of maximum drawdown, BBAG dropped -18.73% vs HTAB's -14.76%.
On 5-year performance, HTAB leads with 0.39% vs -0.52% for BBAG. On fees, BBAG is cheaper at 0.03% per year. On volatility, BBAG has been the lower-risk option at 0.88%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, HTAB has performed better with a 0.39% return vs -0.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBAG is cheaper with a 0.03% expense ratio, compared with 0.39% for HTAB.
BBAG has the higher dividend yield at 4.05%, compared with 3.88% for HTAB.
They also come from different issuers: JPMorgan and Hartford. Their fees differ too: 0.03% for BBAG and 0.39% for HTAB.
HTAB currently has the higher Sharpe Ratio (1.55 vs 0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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