HTAB vs. BNDX
HTAB (Hartford Schroders Tax-Aware Bond ETF) and BNDX (Vanguard Total International Bond ETF) are both exchange-traded funds - HTAB is a Intermediate Core Bond fund actively managed by Hartford, while BNDX is a Global Bonds fund tracking the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). HTAB is actively managed, while BNDX is passively managed. Over the past 5 years, HTAB returned 0.81%/yr vs 0.53%/yr for BNDX. A 0.52 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.07%/yr for BNDX.
Performance
HTAB vs. BNDX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HTAB achieves a 1.88% return, which is significantly higher than BNDX's 1.50% return.
HTAB
- 1D
- -0.08%
- 1M
- 1.16%
- YTD
- 1.88%
- 6M
- 1.57%
- 1Y
- 6.56%
- 3Y*
- 3.24%
- 5Y*
- 0.81%
- 10Y*
- —
BNDX
- 1D
- -0.02%
- 1M
- 0.78%
- YTD
- 1.50%
- 6M
- 1.29%
- 1Y
- 2.52%
- 3Y*
- 4.21%
- 5Y*
- 0.53%
- 10Y*
- 1.69%
HTAB vs. BNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.88% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
BNDX Vanguard Total International Bond ETF | 1.50% | 2.86% | 3.57% | 8.77% | -12.76% | -2.29% | 4.65% | 7.87% | 1.94% |
Correlation
The correlation between HTAB and BNDX is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | 0.52 |
The correlation between HTAB and BNDX shifts across timeframes, from 0.52 (all time) to 0.65 (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. BNDX — Risk / Return Rank
HTAB
BNDX
HTAB vs. BNDX - 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 International Bond ETF (BNDX). 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 | BNDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.13 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 0.86 | +1.45 |
| Martin ratioReturn relative to average drawdown | 7.18 | 2.38 | +4.80 |
Loading charts...
Drawdowns
HTAB vs. BNDX - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum BNDX drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for HTAB and BNDX.
Loading charts...
Drawdown Indicators
| HTAB | BNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -16.23% | +1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -2.93% | +0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -8.42% | -2.93% | -5.49% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -15.86% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.23% | — |
Current DrawdownCurrent decline from peak | -0.47% | -0.55% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -2.88% | -3.10% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 1.06% | -0.14% |
Volatility
HTAB vs. BNDX - Volatility Comparison
The current volatility for Hartford Schroders Tax-Aware Bond ETF (HTAB) is 0.82%, while Vanguard Total International Bond ETF (BNDX) has a volatility of 0.93%. This indicates that HTAB experiences smaller price fluctuations and is considered to be less risky than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HTAB | BNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.82% | 0.93% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.83% | 2.98% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 3.46% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 4.89% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.15% | 4.09% | +1.06% |
HTAB vs. BNDX - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than BNDX's 0.07% expense ratio.
Dividends
HTAB vs. BNDX - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.82%, less than BNDX's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX Vanguard Total International Bond ETF | 4.45% | 4.39% | 4.18% | 4.42% | 1.51% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.82% | 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 BNDX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BNDX has higher volatility (0.93%) compared to HTAB (0.82%). In terms of maximum drawdown, HTAB dropped -14.76% vs BNDX's -16.23%.
On 5-year performance, HTAB leads with 0.81% vs 0.53% for BNDX. On fees, BNDX is cheaper at 0.07% per year. On volatility, HTAB has been the lower-risk option at 0.82%. 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 0.81% return vs 0.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BNDX is cheaper with a 0.07% expense ratio, compared with 0.39% for HTAB.
BNDX has the higher dividend yield at 4.45%, compared with 3.82% for HTAB.
HTAB is categorized as Intermediate Core Bond, while BNDX is Global Bonds. They also come from different issuers: Hartford and Vanguard. Their fees differ too: 0.39% for HTAB and 0.07% for BNDX.
HTAB currently has the higher Sharpe Ratio (1.68 vs 0.73), 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 BNDX
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