HTAB vs. AGZD
Compare and contrast key facts about Hartford Schroders Tax-Aware Bond ETF (HTAB) and WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD).
HTAB and AGZD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTAB is an actively managed fund by Hartford. It was launched on Apr 18, 2018. AGZD is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. It was launched on Dec 18, 2013.
Performance
HTAB vs. AGZD - Performance Comparison
Loading graphics...
HTAB vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.51% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 1.07% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 4.65% | 0.15% |
Returns By Period
In the year-to-date period, HTAB achieves a 0.51% return, which is significantly lower than AGZD's 1.07% return.
HTAB
- 1D
- 0.37%
- 1M
- -1.58%
- YTD
- 0.51%
- 6M
- 1.51%
- 1Y
- 3.32%
- 3Y*
- 2.76%
- 5Y*
- 0.70%
- 10Y*
- —
AGZD
- 1D
- -0.17%
- 1M
- 0.89%
- YTD
- 1.07%
- 6M
- 2.46%
- 1Y
- 5.39%
- 3Y*
- 6.07%
- 5Y*
- 4.09%
- 10Y*
- 3.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HTAB vs. AGZD - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Return for Risk
HTAB vs. AGZD — Risk / Return Rank
HTAB
AGZD
HTAB vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD). 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.
| HTAB | AGZD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.58 | -0.99 |
Sortino ratioReturn per unit of downside risk | 0.81 | 2.36 | -1.55 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.32 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 4.31 | -3.54 |
Martin ratioReturn relative to average drawdown | 1.92 | 14.52 | -12.60 |
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 graphics...
Sharpe Ratios by Period
| HTAB | AGZD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.58 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 1.15 | -1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.63 | -0.20 |
Correlation
The correlation between HTAB and AGZD is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HTAB vs. AGZD - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.92%, less than AGZD's 4.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.92% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% | 0.00% | 0.00% | 0.00% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 4.07% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
Drawdowns
HTAB vs. AGZD - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for HTAB and AGZD.
Loading graphics...
Drawdown Indicators
| HTAB | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -8.46% | -6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -4.51% | -1.14% | -3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -2.23% | -12.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.46% | — |
Current DrawdownCurrent decline from peak | -1.81% | -0.17% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -2.93% | -0.78% | -2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 0.34% | +1.47% |
Volatility
HTAB vs. AGZD - Volatility Comparison
Hartford Schroders Tax-Aware Bond ETF (HTAB) has a higher volatility of 1.69% compared to WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) at 0.74%. This indicates that HTAB's price experiences larger fluctuations and is considered to be riskier than AGZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HTAB | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 0.74% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 2.06% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.66% | 3.47% | +2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.70% | 3.56% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 3.79% | +1.40% |