HTAB vs. DDV

Last updated Jun 23, 2026

HTAB (Hartford Schroders Tax-Aware Bond ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.58 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.25%/yr for DDV.

Performance

HTAB vs. DDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Schroders Tax-Aware Bond ETF (HTAB) and Defined Duration 5 ETF (DDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HTAB achieves a 1.70% return, which is significantly lower than DDV's 2.43% return.

HTAB

• 1D: 0.00%
• 1M: 1.51%
• YTD: 1.70%
• 6M: 1.80%
• 1Y: 6.59%
• 3Y*: 3.14%
• 5Y*: 0.76%
• 10Y*: —

DDV

• 1D: 0.08%
• 1M: 0.50%
• YTD: 2.43%
• 6M: 2.56%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

HTAB vs. DDV - Yearly Performance Comparison

	2026 (YTD)	2025
HTAB Hartford Schroders Tax-Aware Bond ETF	1.70%	-0.13%
DDV Defined Duration 5 ETF	2.43%	0.47%

Correlation

The correlation between HTAB and DDV is 0.58, 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 Nov 13, 2025	0.58

Return for Risk

HTAB vs. DDV — Risk / Return Rank

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

HTAB

HTAB Risk / Return Rank: 50
HTAB Sharpe Ratio Rank: 51
HTAB Sortino Ratio Rank: 54
HTAB Omega Ratio Rank: 53
HTAB Calmar Ratio Rank: 48
HTAB Martin Ratio Rank: 45

DDV

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. DDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Defined Duration 5 ETF (DDV). 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	DDV	Difference
Sharpe ratio: Return per unit of total volatility	1.69	—	—
Sortino ratio: Return per unit of downside risk	2.54	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	2.32	—	—
Martin ratio: Return relative to average drawdown	7.23	—	—

Drawdowns

HTAB vs. DDV - Drawdown Comparison

The maximum HTAB drawdown since its inception was -14.76%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for HTAB and DDV.

Drawdown Indicators

	HTAB	DDV	Difference
Max Drawdown Largest peak-to-trough decline	-14.76%	-1.92%	-12.84%
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	-0.65%	-0.02%	-0.63%
Average Drawdown Average peak-to-trough decline	-2.88%	-0.35%	-2.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.91%	—	—

Volatility

Volatility by Period

	HTAB	DDV	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%	2.66%	+1.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.74%	2.66%	+3.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.16%	2.66%	+2.50%

HTAB vs. DDV - Expense Ratio Comparison

HTAB has a 0.39% expense ratio, which is higher than DDV's 0.25% expense ratio.

Dividends

HTAB vs. DDV - Dividend Comparison

HTAB's dividend yield for the trailing twelve months is around 3.82%, more than DDV's 1.21% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
DDV Defined Duration 5 ETF	1.21%	0.42%	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

Can I hold both HTAB and DDV in my portfolio?

HTAB and DDV have a correlation of 0.58, 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 DDV?

On fees, DDV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HTAB or DDV?

DDV is cheaper with a 0.25% expense ratio, compared with 0.39% for HTAB.

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

HTAB has the higher dividend yield at 3.82%, compared with 1.21% for DDV.

What is the main difference between HTAB and DDV?

They also come from different issuers: Hartford and Discipline Funds. Their fees differ too: 0.39% for HTAB and 0.25% for DDV.