HTAB vs. BNDY
HTAB (Hartford Schroders Tax-Aware Bond ETF) and BNDY (Horizon Core Bond ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.60 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.66%/yr for BNDY.
Performance
HTAB vs. BNDY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HTAB achieves a 1.70% return, which is significantly higher than BNDY's 1.07% return.
HTAB
- 1D
- 0.00%
- 1M
- 1.51%
- YTD
- 1.70%
- 6M
- 1.80%
- 1Y
- 6.59%
- 3Y*
- 3.14%
- 5Y*
- 0.76%
- 10Y*
- —
BNDY
- 1D
- -0.27%
- 1M
- 0.67%
- YTD
- 1.07%
- 6M
- 1.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTAB vs. BNDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.70% | 4.35% |
BNDY Horizon Core Bond ETF | 1.07% | 5.21% |
Correlation
The correlation between HTAB and BNDY is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 3, 2025 | 0.60 |
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. BNDY — Risk / Return Rank
HTAB
BNDY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HTAB vs. BNDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Horizon Core Bond ETF (BNDY). 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 | BNDY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | — | — |
| Martin ratioReturn relative to average drawdown | 7.23 | — | — |
Loading charts...
Drawdowns
HTAB vs. BNDY - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, which is greater than BNDY's maximum drawdown of -3.93%. Use the drawdown chart below to compare losses from any high point for HTAB and BNDY.
Loading charts...
Drawdown Indicators
| HTAB | BNDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -3.93% | -10.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -8.42% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | — | — |
Current DrawdownCurrent decline from peak | -0.65% | -0.95% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -2.88% | -0.65% | -2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | — | — |
Volatility
HTAB vs. BNDY - Volatility Comparison
Loading charts...
Volatility by Period
| HTAB | BNDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.90% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 5.13% | -1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 5.13% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 5.13% | +0.03% |
HTAB vs. BNDY - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is lower than BNDY's 0.66% expense ratio.
Dividends
HTAB vs. BNDY - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.82%, less than BNDY's 4.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BNDY Horizon Core Bond ETF | 4.82% | 1.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Frequently Asked Questions
HTAB and BNDY have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HTAB is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HTAB is cheaper with a 0.39% expense ratio, compared with 0.66% for BNDY.
BNDY has the higher dividend yield at 4.82%, compared with 3.82% for HTAB.
They also come from different issuers: Hartford and Horizon. Their fees differ too: 0.39% for HTAB and 0.66% for BNDY.
Find the right allocation for HTAB and BNDY
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