HTAB vs. HFSI
HTAB (Hartford Schroders Tax-Aware Bond ETF) and HFSI (Hartford Strategic Income ETF) are both exchange-traded funds - HTAB is a Intermediate Core Bond fund actively managed by Hartford, while HFSI is a Multisector Bonds fund actively managed by Hartford. Both are actively managed. Over the past 3 years, HTAB returned 3.35%/yr vs 8.35%/yr for HFSI. A 0.64 correlation means they provide meaningful diversification when combined. HTAB charges 0.39%/yr vs 0.49%/yr for HFSI.
Performance
HTAB vs. HFSI - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with HTAB having a 1.59% return and HFSI slightly lower at 1.55%.
HTAB
- 1D
- 0.10%
- 1M
- 0.57%
- YTD
- 1.59%
- 6M
- 1.70%
- 1Y
- 6.71%
- 3Y*
- 3.35%
- 5Y*
- 0.71%
- 10Y*
- —
HFSI
- 1D
- 0.17%
- 1M
- 0.85%
- YTD
- 1.55%
- 6M
- 1.77%
- 1Y
- 7.98%
- 3Y*
- 8.35%
- 5Y*
- —
- 10Y*
- —
HTAB vs. HFSI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.59% | 2.86% | 1.52% | 7.16% | -8.33% | -0.81% |
HFSI Hartford Strategic Income ETF | 1.55% | 9.56% | 7.91% | 9.91% | -12.60% | -1.57% |
Correlation
The correlation between HTAB and HFSI is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2021 | 0.64 |
The correlation between HTAB and HFSI shifts across timeframes, from 0.59 (1 year) to 0.70 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTAB vs. HFSI — Risk / Return Rank
HTAB
HFSI
HTAB vs. HFSI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Hartford Strategic Income ETF (HFSI). 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.
| HTAB | HFSI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.44 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.62 | -0.25 |
| Martin ratioReturn relative to average drawdown | 7.48 | 10.50 | -3.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTAB | HFSI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 2.27 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.55 | -0.11 |
Drawdowns
HTAB vs. HFSI - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum HFSI drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for HTAB and HFSI.
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Drawdown Indicators
| HTAB | HFSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -19.34% | +4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -3.06% | +0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -8.42% | -5.11% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | — | — |
Current DrawdownCurrent decline from peak | -0.76% | -0.03% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -2.89% | -5.72% | +2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.76% | +0.14% |
Volatility
HTAB vs. HFSI - Volatility Comparison
Hartford Schroders Tax-Aware Bond ETF (HTAB) has a higher volatility of 1.24% compared to Hartford Strategic Income ETF (HFSI) at 1.13%. This indicates that HTAB's price experiences larger fluctuations and is considered to be riskier than HFSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTAB | HFSI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.13% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 2.52% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.02% | 3.59% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 4.97% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 4.97% | +0.20% |
HTAB vs. HFSI - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is lower than HFSI's 0.49% expense ratio.
Dividends
HTAB vs. HFSI - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.83%, less than HFSI's 5.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
HFSI Hartford Strategic Income ETF | 5.53% | 5.67% | 6.51% | 5.77% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.83% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% |
Frequently Asked Questions
HTAB and HFSI have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTAB has higher volatility (1.24%) compared to HFSI (1.13%). In terms of maximum drawdown, HTAB dropped -14.76% vs HFSI's -19.34%.
On 3-year performance, HFSI leads with 8.35% vs 3.35% for HTAB. On fees, HTAB is cheaper at 0.39% per year. On volatility, HFSI has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, HFSI has performed better with a 8.35% return vs 3.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HTAB is cheaper with a 0.39% expense ratio, compared with 0.49% for HFSI.
HFSI has the higher dividend yield at 5.53%, compared with 3.83% for HTAB.
HTAB is categorized as Intermediate Core Bond, while HFSI is Multisector Bonds. Their fees differ too: 0.39% for HTAB and 0.49% for HFSI.
HFSI currently has the higher Sharpe Ratio (2.27 vs 1.68), 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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