BNDC vs. HTAB
BNDC (FlexShares Core Select Bond Fund) and HTAB (Hartford Schroders Tax-Aware Bond ETF) are both Intermediate Core Bond funds. Both are actively managed. Over the past 5 years, BNDC returned -0.19%/yr vs 0.71%/yr for HTAB. A 0.61 correlation means they provide meaningful diversification when combined. BNDC charges 0.35%/yr vs 0.39%/yr for HTAB.
Performance
BNDC vs. HTAB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BNDC achieves a 0.07% return, which is significantly lower than HTAB's 1.59% return.
BNDC
- 1D
- 0.13%
- 1M
- 0.12%
- YTD
- 0.07%
- 6M
- 0.16%
- 1Y
- 4.25%
- 3Y*
- 3.76%
- 5Y*
- -0.19%
- 10Y*
- —
HTAB
- 1D
- 0.10%
- 1M
- 0.57%
- YTD
- 1.59%
- 6M
- 1.70%
- 1Y
- 6.71%
- 3Y*
- 3.35%
- 5Y*
- 0.71%
- 10Y*
- —
BNDC vs. HTAB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BNDC FlexShares Core Select Bond Fund | 0.07% | 7.29% | 0.86% | 5.36% | -13.54% | -2.01% | 8.66% | 9.57% | 0.78% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.59% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
Correlation
The correlation between BNDC and HTAB is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2018 | 0.61 |
The correlation between BNDC and HTAB shifts across timeframes, from 0.61 (all time) to 0.76 (3 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BNDC vs. HTAB — Risk / Return Rank
BNDC
HTAB
BNDC vs. HTAB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Core Select Bond Fund (BNDC) 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.
| BNDC | HTAB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.37 | -0.88 |
| Martin ratioReturn relative to average drawdown | 4.39 | 7.48 | -3.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BNDC | HTAB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.68 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.12 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.44 | -0.23 |
Drawdowns
BNDC vs. HTAB - Drawdown Comparison
The maximum BNDC drawdown since its inception was -18.80%, which is greater than HTAB's maximum drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for BNDC and HTAB.
Loading charts...
Drawdown Indicators
| BNDC | HTAB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.80% | -14.76% | -4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -2.87% | -2.85% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -6.30% | -8.42% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.60% | -14.76% | -3.84% |
Current DrawdownCurrent decline from peak | -3.34% | -0.76% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -2.89% | -4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.90% | +0.07% |
Volatility
BNDC vs. HTAB - Volatility Comparison
FlexShares Core Select Bond Fund (BNDC) and Hartford Schroders Tax-Aware Bond ETF (HTAB) have volatilities of 1.23% and 1.24%, 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.
Loading charts...
Volatility by Period
| BNDC | HTAB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 1.24% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 2.80% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.99% | 4.02% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.07% | 5.74% | +0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.05% | 5.17% | +2.88% |
BNDC vs. HTAB - Expense Ratio Comparison
BNDC has a 0.35% expense ratio, which is lower than HTAB's 0.39% expense ratio.
Dividends
BNDC vs. HTAB - Dividend Comparison
BNDC's dividend yield for the trailing twelve months is around 4.15%, more than HTAB's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BNDC FlexShares Core Select Bond Fund | 4.15% | 4.16% | 3.81% | 3.19% | 2.64% | 1.72% | 2.61% | 2.89% | 2.86% | 2.50% | 0.64% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.83% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% | 0.00% | 0.00% |
Frequently Asked Questions
BNDC and HTAB have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTAB has higher volatility (1.24%) compared to BNDC (1.23%). In terms of maximum drawdown, BNDC dropped -18.80% vs HTAB's -14.76%.
On 5-year performance, HTAB leads with 0.71% vs -0.19% for BNDC. On fees, BNDC is cheaper at 0.35% 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 0.71% return vs -0.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BNDC is cheaper with a 0.35% expense ratio, compared with 0.39% for HTAB.
BNDC has the higher dividend yield at 4.15%, compared with 3.83% for HTAB.
They also come from different issuers: Northern Trust and Hartford. Their fees differ too: 0.35% for BNDC and 0.39% for HTAB.
HTAB currently has the higher Sharpe Ratio (1.68 vs 1.09), 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.
Find the right allocation for BNDC and HTAB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer