HTAB vs. CRUX

Last updated Jul 14, 2026

HTAB (Hartford Schroders Tax-Aware Bond ETF) and CRUX (Columbia Core Bond ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.69 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.32%/yr for CRUX.

Performance

HTAB vs. CRUX - Performance Comparison

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

Returns By Period

HTAB

• 1D: -0.03%
• 1M: 0.09%
• 6M: 1.13%
• YTD: 1.58%
• 1Y: 6.65%
• 3Y*: 3.19%
• 5Y*: 0.62%
• 10Y*: —

CRUX

• 1D: -0.30%
• 1M: -0.58%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

HTAB vs. CRUX - Yearly Performance Comparison

	2026 (YTD)
HTAB Hartford Schroders Tax-Aware Bond ETF	0.80%
CRUX Columbia Core Bond ETF	-0.29%

Correlation

The correlation between HTAB and CRUX is 0.69, 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 Mar 16, 2026	0.69

Return for Risk

HTAB vs. CRUX — Risk / Return Rank

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

HTAB

HTAB Risk / Return Rank: 64
HTAB Sharpe Ratio Rank: 65
HTAB Sortino Ratio Rank: 70
HTAB Omega Ratio Rank: 69
HTAB Calmar Ratio Rank: 59
HTAB Martin Ratio Rank: 55

CRUX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. CRUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Columbia Core Bond ETF (CRUX). 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	CRUX	Difference
Sharpe ratio: Return per unit of total volatility	1.70	—	—
Sortino ratio: Return per unit of downside risk	2.55	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	2.35	—	—
Martin ratio: Return relative to average drawdown	7.56	—	—

Drawdowns

HTAB vs. CRUX - Drawdown Comparison

The maximum HTAB drawdown since its inception was -14.76%, which is greater than CRUX's maximum drawdown of -1.85%. Use the drawdown chart below to compare losses from any high point for HTAB and CRUX.

Drawdown Indicators

	HTAB	CRUX	Difference
Max Drawdown Largest peak-to-trough decline	-14.76%	-1.85%	-12.91%
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 Drawdown Current decline from peak	-0.77%	-1.27%	+0.50%
Average Drawdown Average peak-to-trough decline	-2.86%	-0.59%	-2.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.88%	—	—

Volatility

Volatility by Period

	HTAB	CRUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.82%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.80%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.95%	4.05%	-0.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.74%	4.05%	+1.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.14%	4.05%	+1.09%

HTAB vs. CRUX - Expense Ratio Comparison

HTAB has a 0.39% expense ratio, which is higher than CRUX's 0.32% expense ratio.

Dividends

HTAB vs. CRUX - Dividend Comparison

HTAB's dividend yield for the trailing twelve months is around 3.87%, more than CRUX's 1.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
CRUX Columbia Core Bond ETF	1.40%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
HTAB Hartford Schroders Tax-Aware Bond ETF	3.87%	3.88%	3.57%	3.21%	2.26%	2.18%	1.64%	2.77%	1.61%

Frequently Asked Questions

Can I hold both HTAB and CRUX in my portfolio?

HTAB and CRUX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, HTAB or CRUX?

On fees, CRUX is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HTAB or CRUX?

CRUX is cheaper with a 0.32% expense ratio, compared with 0.39% for HTAB.

Which ETF pays a higher dividend yield, HTAB or CRUX?

HTAB has the higher dividend yield at 3.87%, compared with 1.40% for CRUX.

What is the main difference between HTAB and CRUX?

They also come from different issuers: Hartford and Columbia Threadneedle. Their fees differ too: 0.39% for HTAB and 0.32% for CRUX.