BKAG vs. HTAB
BKAG (BNY Mellon Core Bond ETF) and HTAB (Hartford Schroders Tax-Aware Bond ETF) are both exchange-traded funds - BKAG is a Total Bond Market fund tracking the Bloomberg US Aggregate Total Return Index, while HTAB is a Intermediate Core Bond fund actively managed by Hartford. BKAG is passively managed, while HTAB is actively managed. Over the past 5 years, BKAG returned -0.34%/yr vs 0.52%/yr for HTAB. Their 0.67 correlation means they have sometimes moved together and sometimes differently. BKAG charges 0.00%/yr vs 0.39%/yr for HTAB.
Performance
BKAG vs. HTAB - Performance Comparison
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Returns By Period
In the year-to-date period, BKAG achieves a 0.05% return, which is significantly lower than HTAB's 0.97% return.
BKAG
- 1D
- 0.39%
- 1M
- -0.61%
- 6M
- -0.08%
- YTD
- 0.05%
- 1Y
- 2.46%
- 3Y*
- 4.12%
- 5Y*
- -0.34%
- 10Y*
- —
- ALL TIME*
- 0.01%
HTAB
- 1D
- 0.37%
- 1M
- -1.14%
- 6M
- 0.41%
- YTD
- 0.97%
- 1Y
- 5.79%
- 3Y*
- 3.39%
- 5Y*
- 0.52%
- 10Y*
- —
- ALL TIME*
- 2.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.00M | $8.31M | $6.66M | |
| $848.35K | $776.46K | $926.09K |
BKAG vs. HTAB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BKAG BNY Mellon Core Bond ETF | 0.05% | 7.23% | 1.17% | 5.67% | -13.29% | -1.46% | 2.12% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.97% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.06% |
Correlation
The correlation between BKAG and HTAB is 0.66, 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. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Apr 24, 2020 | 0.67 |
The correlation between BKAG and HTAB has been stable across timeframes, ranging from 0.66 to 0.76 - a consistent structural relationship.
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Return for Risk
BKAG vs. HTAB — Risk / Return Rank
BKAG
HTAB
BKAG vs. HTAB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Core Bond ETF (BKAG) 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.
| BKAG | HTAB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.28 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.04 | -1.15 |
| Martin ratioReturn relative to average drawdown | 2.17 | 6.14 | -3.97 |
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Drawdowns
BKAG vs. HTAB - Drawdown Comparison
The maximum BKAG drawdown since its inception was -18.53%, which is greater than HTAB's maximum drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for BKAG and HTAB.
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Drawdown Indicators
| BKAG | HTAB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -14.76% | -3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -2.85% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -4.99% | -6.72% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | -17.85% | -14.49% | -3.36% |
Current DrawdownCurrent decline from peak | -2.55% | -1.36% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -2.85% | -4.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 0.94% | +0.20% |
Volatility
BKAG vs. HTAB - Volatility Comparison
BNY Mellon Core Bond ETF (BKAG) and Hartford Schroders Tax-Aware Bond ETF (HTAB) have volatilities of 1.07% and 1.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKAG | HTAB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.10% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.94% | 2.91% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.73% | 3.85% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 5.75% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 5.14% | +0.37% |
BKAG vs. HTAB - Expense Ratio Comparison
BKAG has a 0.00% expense ratio, which is lower than HTAB's 0.39% expense ratio.
Dividends
BKAG vs. HTAB - Dividend Comparison
BKAG's dividend yield for the trailing twelve months is around 4.29%, more than HTAB's 3.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BKAG BNY Mellon Core Bond ETF | 4.29% | 4.17% | 4.26% | 3.33% | 2.49% | 1.55% | 1.16% | 0.00% | 0.00% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.86% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% |
Frequently Asked Questions
BKAG and HTAB have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTAB has higher volatility (1.10%) compared to BKAG (1.07%). In terms of maximum drawdown, BKAG dropped -18.53% vs HTAB's -14.76%.
On 5-year performance, HTAB leads with 0.52% vs -0.34% for BKAG. On fees, BKAG is cheaper at 0.00% per year. Their volatility is very similar. 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 0.52% return vs -0.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BKAG is cheaper with a 0.00% expense ratio, compared with 0.39% for HTAB.
BKAG has the higher dividend yield at 4.29%, compared with 3.86% for HTAB.
BKAG is categorized as Total Bond Market, while HTAB is Intermediate Core Bond. They also come from different issuers: BNY Mellon and Hartford. Their fees differ too: 0.00% for BKAG and 0.39% for HTAB.
HTAB currently has the higher Sharpe Ratio (1.51 vs 0.66), 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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