HTAB vs. BND
Compare and contrast key facts about Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Total Bond Market ETF (BND).
HTAB and BND 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 The Hartford. It was launched on Apr 18, 2018. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTAB or BND.
Key characteristics
| HTAB | BND | |
|---|---|---|
| YTD Return | -0.67% | -1.43% |
| 1Y Return | 2.78% | 0.85% |
| 3Y Return (Ann) | -0.89% | -3.00% |
| 5Y Return (Ann) | 1.19% | 0.05% |
| Sharpe Ratio | 0.38 | 0.09 |
| Daily Std Dev | 6.83% | 6.54% |
| Max Drawdown | -14.76% | -18.84% |
| Current Drawdown | -3.62% | -11.87% |
Correlation
The correlation between HTAB and BND is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HTAB vs. BND - Performance Comparison
In the year-to-date period, HTAB achieves a -0.67% return, which is significantly higher than BND's -1.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HTAB vs. BND - Expense Ratio Comparison
HTAB has a 0.40% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
HTAB vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Total Bond Market ETF (BND). 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.
Dividends
HTAB vs. BND - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.41%, more than BND's 3.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.41% | 3.21% | 2.26% | 2.18% | 1.64% | 2.76% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.36% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% | 2.78% |
Drawdowns
HTAB vs. BND - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for HTAB and BND. For additional features, visit the drawdowns tool.
Volatility
HTAB vs. BND - Volatility Comparison
The current volatility for Hartford Schroders Tax-Aware Bond ETF (HTAB) is 1.03%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.30%. This indicates that HTAB experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.