HTAB vs. BBAG
HTAB (Hartford Schroders Tax-Aware Bond ETF) and BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) are both Intermediate Core Bond funds. HTAB is actively managed, while BBAG is passively managed. Over the past 5 years, HTAB returned 0.71%/yr vs 0.02%/yr for BBAG. A 0.61 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.03%/yr for BBAG.
Performance
HTAB vs. BBAG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HTAB achieves a 1.59% return, which is significantly higher than BBAG's 0.32% return.
HTAB
- 1D
- 0.10%
- 1M
- 0.57%
- YTD
- 1.59%
- 6M
- 1.70%
- 1Y
- 6.71%
- 3Y*
- 3.35%
- 5Y*
- 0.71%
- 10Y*
- —
BBAG
- 1D
- 0.15%
- 1M
- 0.18%
- YTD
- 0.32%
- 6M
- 0.39%
- 1Y
- 4.67%
- 3Y*
- 3.92%
- 5Y*
- 0.02%
- 10Y*
- —
HTAB vs. BBAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.59% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 0.77% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.32% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.00% |
Correlation
The correlation between HTAB and BBAG is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018 | 0.61 |
The correlation between HTAB and BBAG shifts across timeframes, from 0.61 (all time) to 0.74 (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
HTAB vs. BBAG — Risk / Return Rank
HTAB
BBAG
HTAB vs. BBAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). 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 | BBAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 1.69 | +0.68 |
| Martin ratioReturn relative to average drawdown | 7.48 | 5.04 | +2.44 |
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
| HTAB | BBAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 1.21 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.00 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.32 | +0.12 |
Drawdowns
HTAB vs. BBAG - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for HTAB and BBAG.
Loading charts...
Drawdown Indicators
| HTAB | BBAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -18.73% | +3.97% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -2.78% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -8.42% | -6.18% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -18.06% | +3.30% |
Current DrawdownCurrent decline from peak | -0.76% | -2.70% | +1.94% |
Average DrawdownAverage peak-to-trough decline | -2.89% | -6.22% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.93% | -0.03% |
Volatility
HTAB vs. BBAG - Volatility Comparison
Hartford Schroders Tax-Aware Bond ETF (HTAB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) have volatilities of 1.24% 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
| HTAB | BBAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.24% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 2.83% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.02% | 3.92% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 5.92% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 5.80% | -0.63% |
HTAB vs. BBAG - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than BBAG's 0.03% expense ratio.
Dividends
HTAB vs. BBAG - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.83%, less than BBAG's 4.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.36% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
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
HTAB and BBAG have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBAG has higher volatility (1.24%) compared to HTAB (1.24%). In terms of maximum drawdown, HTAB dropped -14.76% vs BBAG's -18.73%.
On 5-year performance, HTAB leads with 0.71% vs 0.02% for BBAG. On fees, BBAG is cheaper at 0.03% 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 0.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBAG is cheaper with a 0.03% expense ratio, compared with 0.39% for HTAB.
BBAG has the higher dividend yield at 4.36%, compared with 3.83% for HTAB.
They also come from different issuers: Hartford and JPMorgan. Their fees differ too: 0.39% for HTAB and 0.03% for BBAG.
HTAB currently has the higher Sharpe Ratio (1.68 vs 1.21), 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 HTAB and BBAG
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