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HTAB vs. BND
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HTAB and BND is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

HTAB vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

8.00%10.00%12.00%14.00%16.00%18.00%December2025FebruaryMarchAprilMay
12.66%
11.50%
HTAB
BND

Key characteristics

Sharpe Ratio

HTAB:

0.29

BND:

1.24

Sortino Ratio

HTAB:

0.44

BND:

1.80

Omega Ratio

HTAB:

1.06

BND:

1.22

Calmar Ratio

HTAB:

0.33

BND:

0.52

Martin Ratio

HTAB:

1.06

BND:

3.19

Ulcer Index

HTAB:

1.86%

BND:

2.06%

Daily Std Dev

HTAB:

6.76%

BND:

5.28%

Max Drawdown

HTAB:

-14.76%

BND:

-18.84%

Current Drawdown

HTAB:

-3.88%

BND:

-7.31%

Returns By Period

In the year-to-date period, HTAB achieves a -1.72% return, which is significantly lower than BND's 2.25% return.


HTAB

YTD

-1.72%

1M

-2.34%

6M

-1.95%

1Y

1.24%

5Y*

0.39%

10Y*

N/A

BND

YTD

2.25%

1M

-1.34%

6M

1.60%

1Y

5.62%

5Y*

-0.83%

10Y*

1.45%

*Annualized

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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 Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTAB
The Risk-Adjusted Performance Rank of HTAB is 3434
Overall Rank
The Sharpe Ratio Rank of HTAB is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of HTAB is 2828
Sortino Ratio Rank
The Omega Ratio Rank of HTAB is 2828
Omega Ratio Rank
The Calmar Ratio Rank of HTAB is 4242
Calmar Ratio Rank
The Martin Ratio Rank of HTAB is 3737
Martin Ratio Rank

BND
The Risk-Adjusted Performance Rank of BND is 7575
Overall Rank
The Sharpe Ratio Rank of BND is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BND is 8585
Sortino Ratio Rank
The Omega Ratio Rank of BND is 7979
Omega Ratio Rank
The Calmar Ratio Rank of BND is 5555
Calmar Ratio Rank
The Martin Ratio Rank of BND is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current HTAB Sharpe Ratio is 0.29, which is lower than the BND Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of HTAB and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
0.29
1.24
HTAB
BND

Dividends

HTAB vs. BND - Dividend Comparison

HTAB's dividend yield for the trailing twelve months is around 3.82%, more than BND's 3.75% yield.


TTM20242023202220212020201920182017201620152014
HTAB
Hartford Schroders Tax-Aware Bond ETF
3.82%3.57%3.21%2.26%2.18%1.41%2.76%1.62%0.00%0.00%0.00%0.00%
BND
Vanguard Total Bond Market ETF
3.75%3.67%3.09%2.60%1.97%2.22%2.72%2.81%2.54%2.51%2.57%2.79%

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-3.88%
-7.31%
HTAB
BND

Volatility

HTAB vs. BND - Volatility Comparison

Hartford Schroders Tax-Aware Bond ETF (HTAB) has a higher volatility of 4.07% compared to Vanguard Total Bond Market ETF (BND) at 2.11%. This indicates that HTAB's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%December2025FebruaryMarchAprilMay
4.07%
2.11%
HTAB
BND