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HMOP vs. TAXT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HMOP vs. TAXT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Municipal Opportunities ETF (HMOP) and Northern Trust Tax-Exempt Bond ETF (TAXT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with HMOP having a 0.45% return and TAXT slightly higher at 0.46%.


HMOP

1D
-0.06%
1M
-1.53%
6M
-0.66%
YTD
0.45%
1Y
4.22%
3Y*
4.03%
5Y*
1.00%
10Y*
ALL TIME*
2.54%

TAXT

1D
0.14%
1M
-1.43%
6M
-0.38%
YTD
0.46%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.82M$2.90M$2.81M
$96.43K$96.52K$143.72K

HMOP vs. TAXT - Yearly Performance Comparison


Correlation

The correlation between HMOP and TAXT 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 (All Time)
Calculated using the full available price history since Aug 19, 2025

0.63

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Return for Risk

HMOP vs. TAXT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

HMOP
HMOP Risk / Return Rank: 5757
Overall Rank
HMOP Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
HMOP Sortino Ratio Rank: 6565
Sortino Ratio Rank
HMOP Omega Ratio Rank: 7070
Omega Ratio Rank
HMOP Calmar Ratio Rank: 4242
Calmar Ratio Rank
HMOP Martin Ratio Rank: 4141
Martin Ratio Rank

TAXT

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

HMOP vs. TAXT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Municipal Opportunities ETF (HMOP) and Northern Trust Tax-Exempt Bond ETF (TAXT). 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.


HMOPTAXTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

1.57

Martin ratioReturn relative to average drawdown

4.63

HMOP vs. TAXT - Sharpe Ratio Comparison


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Drawdowns

HMOP vs. TAXT - Drawdown Comparison

The maximum HMOP drawdown since its inception was -13.12%, which is greater than TAXT's maximum drawdown of -2.49%. Use the drawdown chart below to compare losses from any high point for HMOP and TAXT.


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Drawdown Indicators


HMOPTAXTDifference

Max Drawdown

Largest peak-to-trough decline

-13.12%

-2.49%

-10.63%

Max Drawdown (1Y)

Largest decline over 1 year

-2.70%

Max Drawdown (3Y)

Largest decline over 3 years

-3.94%

Max Drawdown (5Y)

Largest decline over 5 years

-13.04%

Current Drawdown

Current decline from peak

-1.83%

-1.58%

-0.25%

Average Drawdown

Average peak-to-trough decline

-2.44%

-0.52%

-1.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.91%

Volatility

HMOP vs. TAXT - Volatility Comparison


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Volatility by Period


HMOPTAXTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.80%

Volatility (6M)

Calculated over the trailing 6-month period

2.05%

Volatility (1Y)

Calculated over the trailing 1-year period

2.68%

2.57%

+0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.89%

2.57%

+1.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.24%

2.57%

+1.67%

HMOP vs. TAXT - Expense Ratio Comparison

HMOP has a 0.29% expense ratio, which is higher than TAXT's 0.05% expense ratio.


Dividends

HMOP vs. TAXT - Dividend Comparison

HMOP's dividend yield for the trailing twelve months is around 3.55%, more than TAXT's 3.17% yield.


PositionTTM20252024202320222021202020192018
HMOP
Hartford Municipal Opportunities ETF
3.55%3.40%3.22%2.92%2.12%1.67%5.26%2.87%2.27%
TAXT
Northern Trust Tax-Exempt Bond ETF
3.17%1.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HMOP and TAXT 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.

On fees, TAXT is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TAXT is cheaper with a 0.05% expense ratio, compared with 0.29% for HMOP.

HMOP has the higher dividend yield at 3.55%, compared with 3.17% for TAXT.

They also come from different issuers: Hartford and Northern Trust. Their fees differ too: 0.29% for HMOP and 0.05% for TAXT.

Portfolio Optimizer

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