PortfoliosLab logoPortfoliosLab logo
BRIB vs. HTAB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRIB vs. HTAB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FIS Bright Portfolios Core Bond ETF (BRIB) and Hartford Schroders Tax-Aware Bond ETF (HTAB). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


BRIB

1D
0.12%
1M
-0.85%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

HTAB

1D
0.21%
1M
-1.29%
6M
0.17%
YTD
0.70%
1Y
6.53%
3Y*
2.85%
5Y*
0.45%
10Y*
ALL TIME*
2.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$65.01K$81.24K$364.25K
$688.41K$744.37K$975.38K

BRIB vs. HTAB - Yearly Performance Comparison


Correlation

The correlation between BRIB and HTAB is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 19, 2026

0.70

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

BRIB vs. HTAB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRIB

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


HTAB
HTAB Risk / Return Rank: 7070
Overall Rank
HTAB Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
HTAB Sortino Ratio Rank: 7676
Sortino Ratio Rank
HTAB Omega Ratio Rank: 7575
Omega Ratio Rank
HTAB Calmar Ratio Rank: 6666
Calmar Ratio Rank
HTAB Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRIB vs. HTAB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FIS Bright Portfolios Core Bond ETF (BRIB) 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.


BRIBHTABDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.30

Martin ratioReturn relative to average drawdown

7.19

BRIB vs. HTAB - Sharpe Ratio Comparison


Loading charts...

Drawdowns

BRIB vs. HTAB - Drawdown Comparison

The maximum BRIB drawdown since its inception was -1.45%, smaller than the maximum HTAB drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for BRIB and HTAB.


Loading charts...

Drawdown Indicators


BRIBHTABDifference

Max Drawdown

Largest peak-to-trough decline

-1.45%

-14.76%

+13.31%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

Max Drawdown (3Y)

Largest decline over 3 years

-7.63%

Max Drawdown (5Y)

Largest decline over 5 years

-14.68%

Current Drawdown

Current decline from peak

-0.95%

-1.63%

+0.68%

Average Drawdown

Average peak-to-trough decline

-0.44%

-2.86%

+2.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.91%

Volatility

BRIB vs. HTAB - Volatility Comparison


Loading charts...

Volatility by Period


BRIBHTABDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.00%

Volatility (6M)

Calculated over the trailing 6-month period

2.87%

Volatility (1Y)

Calculated over the trailing 1-year period

4.09%

3.98%

+0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.09%

5.75%

-1.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.09%

5.14%

-1.05%

BRIB vs. HTAB - Expense Ratio Comparison

BRIB has a 0.49% expense ratio, which is higher than HTAB's 0.39% expense ratio.


Dividends

BRIB vs. HTAB - Dividend Comparison

BRIB's dividend yield for the trailing twelve months is around 1.03%, less than HTAB's 3.90% yield.


PositionTTM20252024202320222021202020192018
BRIB
FIS Bright Portfolios Core Bond ETF
1.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HTAB
Hartford Schroders Tax-Aware Bond ETF
3.90%3.88%3.57%3.21%2.26%2.18%1.64%2.77%1.61%

Frequently Asked Questions


BRIB and HTAB have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HTAB is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HTAB is cheaper with a 0.39% expense ratio, compared with 0.49% for BRIB.

HTAB has the higher dividend yield at 3.90%, compared with 1.03% for BRIB.

They also come from different issuers: Faith Investor Services and Hartford. Their fees differ too: 0.49% for BRIB and 0.39% for HTAB.

Portfolio Optimizer

Find the right allocation for BRIB 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