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CRUX vs. HTAB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CRUX vs. HTAB - Performance Comparison

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

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Returns By Period


CRUX

1D
0.03%
1M
0.01%
YTD
6M
1Y
3Y*
5Y*
10Y*

HTAB

1D
0.10%
1M
0.34%
YTD
1.54%
6M
1.49%
1Y
7.06%
3Y*
3.45%
5Y*
0.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRUX vs. HTAB - Yearly Performance Comparison


Correlation

The correlation between CRUX and HTAB is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 17, 2026

0.70

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Return for Risk

CRUX vs. HTAB — Risk / Return Rank

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

CRUX

HTAB
HTAB Risk / Return Rank: 5050
Overall Rank
HTAB Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
HTAB Sortino Ratio Rank: 5454
Sortino Ratio Rank
HTAB Omega Ratio Rank: 5454
Omega Ratio Rank
HTAB Calmar Ratio Rank: 4747
Calmar Ratio Rank
HTAB Martin Ratio Rank: 4545
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.

CRUX vs. HTAB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Core Bond ETF (CRUX) 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.


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

CRUX vs. HTAB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CRUXHTABDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.44

-0.42

Drawdowns

CRUX vs. HTAB - Drawdown Comparison

The maximum CRUX drawdown since its inception was -1.85%, smaller than the maximum HTAB drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for CRUX and HTAB.


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Drawdown Indicators


CRUXHTABDifference

Max Drawdown

Largest peak-to-trough decline

-1.85%

-14.76%

+12.91%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

Max Drawdown (3Y)

Largest decline over 3 years

-8.42%

Max Drawdown (5Y)

Largest decline over 5 years

-14.76%

Current Drawdown

Current decline from peak

-0.58%

-0.81%

+0.23%

Average Drawdown

Average peak-to-trough decline

-0.61%

-2.89%

+2.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

Volatility

CRUX vs. HTAB - Volatility Comparison


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Volatility by Period


CRUXHTABDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

Volatility (6M)

Calculated over the trailing 6-month period

2.83%

Volatility (1Y)

Calculated over the trailing 1-year period

4.35%

4.04%

+0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.35%

5.74%

-1.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.35%

5.17%

-0.82%

CRUX vs. HTAB - Expense Ratio Comparison

CRUX has a 0.32% expense ratio, which is lower than HTAB's 0.39% expense ratio.


Dividends

CRUX vs. HTAB - Dividend Comparison

CRUX's dividend yield for the trailing twelve months is around 1.06%, less than HTAB's 3.83% yield.


PositionTTM20252024202320222021202020192018
CRUX
Columbia Core Bond ETF
1.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

Frequently Asked Questions


CRUX 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, CRUX is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CRUX is cheaper with a 0.32% expense ratio, compared with 0.39% for HTAB.

HTAB has the higher dividend yield at 3.83%, compared with 1.06% for CRUX.

They also come from different issuers: Columbia Threadneedle and Hartford. Their fees differ too: 0.32% for CRUX and 0.39% for HTAB.

Portfolio Optimizer

Find the right allocation for CRUX and HTAB

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