HTAB vs. BNDW

Last updated Apr 2, 2026

Compare and contrast key facts about Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Total World Bond ETF (BNDW).

HTAB and BNDW 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. BNDW is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Global Aggregate Float Adjusted Composite Index. It was launched on Sep 4, 2018.

Performance

HTAB vs. BNDW - 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 World Bond ETF (BNDW). The values are adjusted to include any dividend payments, if applicable.

HTAB vs. BNDW - 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%	0.81%
BNDW Vanguard Total World Bond ETF	0.09%	5.02%	2.42%	7.18%	-12.88%	-2.10%	6.22%	8.37%	1.21%

Returns By Period

In the year-to-date period, HTAB achieves a 0.51% return, which is significantly higher than BNDW's 0.09% return.

HTAB

• 1D: 0.37%
• 1M: -1.58%
• YTD: 0.51%
• 6M: 1.51%
• 1Y: 3.32%
• 3Y*: 2.76%
• 5Y*: 0.70%
• 10Y*: —

BNDW

• 1D: 0.13%
• 1M: -1.46%
• YTD: 0.09%
• 6M: 0.53%
• 1Y: 3.34%
• 3Y*: 3.77%
• 5Y*: 0.23%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HTAB vs. BNDW - Expense Ratio Comparison

HTAB has a 0.39% expense ratio, which is higher than BNDW's 0.05% expense ratio.

HTAB

Hartford Schroders Tax-Aware Bond ETF

BNDW

Vanguard Total World Bond ETF

Return for Risk

HTAB vs. BNDW — Risk / Return Rank

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

HTAB

HTAB Risk / Return Rank: 28
HTAB Sharpe Ratio Rank: 30
HTAB Sortino Ratio Rank: 26
HTAB Omega Ratio Rank: 29
HTAB Calmar Ratio Rank: 29
HTAB Martin Ratio Rank: 24

BNDW

BNDW Risk / Return Rank: 47
BNDW Sharpe Ratio Rank: 51
BNDW Sortino Ratio Rank: 47
BNDW Omega Ratio Rank: 41
BNDW Calmar Ratio Rank: 50
BNDW Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTAB vs. BNDW - 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 World Bond ETF (BNDW). 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	BNDW	Difference
Sharpe ratio Return per unit of total volatility	0.59	0.95	-0.37
Sortino ratio Return per unit of downside risk	0.81	1.34	-0.53
Omega ratio Gain probability vs. loss probability	1.13	1.17	-0.04
Calmar ratio Return relative to maximum drawdown	0.77	1.35	-0.58
Martin ratio Return relative to average drawdown	1.92	4.95	-3.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HTAB vs. BNDW - Sharpe Ratio Comparison

The current HTAB Sharpe Ratio is 0.59, which is lower than the BNDW Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of HTAB and BNDW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HTAB	BNDW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.59	0.95	-0.37
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.12	0.04	+0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.37	+0.05

Correlation

The correlation between HTAB and BNDW is 0.61, 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.

Dividends

HTAB vs. BNDW - Dividend Comparison

HTAB's dividend yield for the trailing twelve months is around 3.92%, less than BNDW's 4.18% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
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%
BNDW Vanguard Total World Bond ETF	4.18%	4.12%	3.90%	3.73%	2.02%	2.58%	1.56%	3.05%	1.66%

Drawdowns

HTAB vs. BNDW - Drawdown Comparison

The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum BNDW drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for HTAB and BNDW.

Drawdown Indicators

	HTAB	BNDW	Difference
Max Drawdown Largest peak-to-trough decline	-14.76%	-17.22%	+2.46%
Max Drawdown (1Y) Largest decline over 1 year	-4.51%	-2.70%	-1.81%
Max Drawdown (5Y) Largest decline over 5 years	-14.76%	-16.93%	+2.17%
Current Drawdown Current decline from peak	-1.81%	-1.85%	+0.04%
Average Drawdown Average peak-to-trough decline	-2.93%	-5.05%	+2.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.81%	0.73%	+1.08%

Volatility

HTAB vs. BNDW - Volatility Comparison

Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Total World Bond ETF (BNDW) have volatilities of 1.69% and 1.67%, 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.

Volatility by Period

	HTAB	BNDW	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.69%	1.67%	+0.02%
Volatility (6M) Calculated over the trailing 6-month period	2.57%	2.29%	+0.28%
Volatility (1Y) Calculated over the trailing 1-year period	5.66%	3.53%	+2.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.70%	5.17%	+0.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.19%	4.92%	+0.27%