HTAB vs. BND
HTAB (Hartford Schroders Tax-Aware Bond ETF) and BND (Vanguard Total Bond Market ETF) are both exchange-traded funds - HTAB is a Intermediate Core Bond fund actively managed by Hartford, while BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. HTAB is actively managed, while BND is passively managed. Over the past 5 years, HTAB returned 0.39%/yr vs -0.42%/yr for BND. Their 0.61 correlation means they have sometimes moved together and sometimes differently. HTAB charges 0.39%/yr vs 0.03%/yr for BND.
Performance
HTAB vs. BND - Performance Comparison
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Returns By Period
In the year-to-date period, HTAB achieves a 0.43% return, which is significantly higher than BND's -0.54% return.
HTAB
- 1D
- -0.11%
- 1M
- -1.67%
- 6M
- 0.08%
- YTD
- 0.43%
- 1Y
- 5.12%
- 3Y*
- 2.94%
- 5Y*
- 0.39%
- 10Y*
- —
- ALL TIME*
- 2.09%
BND
- 1D
- -0.26%
- 1M
- -1.20%
- 6M
- -0.75%
- YTD
- -0.54%
- 1Y
- 1.75%
- 3Y*
- 3.92%
- 5Y*
- -0.42%
- 10Y*
- 1.36%
- ALL TIME*
- 2.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $451.00M | $507.49M | $592.68M | |
| $784.41K | $769.38K | $985.41K |
HTAB vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.43% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
BND Vanguard Total Bond Market ETF | -0.54% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | 1.91% |
Correlation
The correlation between HTAB and BND is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | 0.61 |
The correlation between HTAB and BND shifts across timeframes, from 0.61 (all time) to 0.76 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTAB vs. BND — Risk / Return Rank
HTAB
BND
HTAB vs. BND - Risk-Adjusted Trends 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.
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.
| HTAB | BND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.12 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 0.99 | +1.16 |
| Martin ratioReturn relative to average drawdown | 6.53 | 2.48 | +4.05 |
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Drawdowns
HTAB vs. BND - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for HTAB and BND.
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Drawdown Indicators
| HTAB | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -18.58% | +3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -2.68% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -6.72% | -4.81% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -17.91% | +3.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.58% | — |
Current DrawdownCurrent decline from peak | -1.89% | -3.15% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -3.06% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.07% | -0.14% |
Volatility
HTAB vs. BND - Volatility Comparison
Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Total Bond Market ETF (BND) have volatilities of 1.00% and 0.98%, 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.
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Volatility by Period
| HTAB | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 0.98% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.88% | 2.90% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 3.70% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.75% | 6.03% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.14% | 5.53% | -0.39% |
HTAB vs. BND - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than BND's 0.03% expense ratio.
Dividends
HTAB vs. BND - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.88%, less than BND's 4.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.69% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.88% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTAB and BND have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTAB has higher volatility (1.00%) compared to BND (0.98%). In terms of maximum drawdown, HTAB dropped -14.76% vs BND's -18.58%.
On 5-year performance, HTAB leads with 0.39% vs -0.42% for BND. On fees, BND 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 0.39% return vs -0.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BND is cheaper with a 0.03% expense ratio, compared with 0.39% for HTAB.
HTAB has the higher dividend yield at 3.88%, compared with 3.69% for BND.
HTAB is categorized as Intermediate Core Bond, while BND is Total Bond Market. They also come from different issuers: Hartford and Vanguard. Their fees differ too: 0.39% for HTAB and 0.03% for BND.
HTAB currently has the higher Sharpe Ratio (1.55 vs 0.72), 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.
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