HTAB vs. FBND
HTAB (Hartford Schroders Tax-Aware Bond ETF) and FBND (Fidelity Total Bond ETF) are both exchange-traded funds - HTAB is a Intermediate Core Bond fund actively managed by Hartford, while FBND is a Intermediate Core-Plus Bond fund actively managed by Fidelity. Both are actively managed. Over the past 5 years, HTAB returned 0.39%/yr vs 0.31%/yr for FBND. Their 0.61 correlation means they have sometimes moved together and sometimes differently. HTAB charges 0.39%/yr vs 0.36%/yr for FBND.
Performance
HTAB vs. FBND - Performance Comparison
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Returns By Period
In the year-to-date period, HTAB achieves a 0.43% return, which is significantly higher than FBND's -0.33% return.
HTAB
- 1D
- -0.11%
- 1M
- -1.67%
- 6M
- 0.08%
- YTD
- 0.43%
- 1Y
- 5.12%
- 3Y*
- 2.94%
- 5Y*
- 0.39%
- 10Y*
- —
- ALL TIME*
- 2.09%
FBND
- 1D
- -0.27%
- 1M
- -1.26%
- 6M
- -0.60%
- YTD
- -0.33%
- 1Y
- 2.08%
- 3Y*
- 4.55%
- 5Y*
- 0.31%
- 10Y*
- 2.27%
- ALL TIME*
- 2.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $133.84M | $127.41M | $124.15M | |
| $784.41K | $769.38K | $985.41K |
HTAB vs. FBND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.43% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
FBND Fidelity Total Bond ETF | -0.33% | 7.57% | 2.13% | 6.81% | -12.54% | -0.43% | 9.41% | 9.82% | 1.14% |
Correlation
The correlation between HTAB and FBND is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | 0.61 |
The correlation between HTAB and FBND shifts across timeframes, from 0.61 (all time) to 0.75 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTAB vs. FBND — Risk / Return Rank
HTAB
FBND
HTAB vs. FBND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Fidelity Total Bond ETF (FBND). 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 | FBND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.13 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.09 | +1.06 |
| Martin ratioReturn relative to average drawdown | 6.53 | 2.77 | +3.76 |
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Drawdowns
HTAB vs. FBND - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum FBND drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for HTAB and FBND.
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Drawdown Indicators
| HTAB | FBND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -17.25% | +2.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -2.66% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -6.72% | -4.95% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -17.25% | +2.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.25% | — |
Current DrawdownCurrent decline from peak | -1.89% | -2.24% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -3.32% | +0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.05% | -0.12% |
Volatility
HTAB vs. FBND - Volatility Comparison
Hartford Schroders Tax-Aware Bond ETF (HTAB) has a higher volatility of 1.00% compared to Fidelity Total Bond ETF (FBND) at 0.95%. This indicates that HTAB's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTAB | FBND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 0.95% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 2.88% | 2.94% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 3.77% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.75% | 5.93% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.14% | 6.10% | -0.96% |
HTAB vs. FBND - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than FBND's 0.36% expense ratio.
Dividends
HTAB vs. FBND - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.88%, less than FBND's 4.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND Fidelity Total Bond ETF | 4.77% | 4.70% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.88% | 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 FBND have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTAB has higher volatility (1.00%) compared to FBND (0.95%). In terms of maximum drawdown, HTAB dropped -14.76% vs FBND's -17.25%.
On 5-year performance, HTAB leads with 0.39% vs 0.31% for FBND. On fees, FBND is cheaper at 0.36% per year. Their volatility is very similar. 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 0.39% return vs 0.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FBND is cheaper with a 0.36% expense ratio, compared with 0.39% for HTAB.
FBND has the higher dividend yield at 4.77%, compared with 3.88% for HTAB.
HTAB is categorized as Intermediate Core Bond, while FBND is Intermediate Core-Plus Bond. They also come from different issuers: Hartford and Fidelity. Their fees differ too: 0.39% for HTAB and 0.36% for FBND.
HTAB currently has the higher Sharpe Ratio (1.55 vs 0.77), 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.
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