HTAB vs. IUSB
Compare and contrast key facts about Hartford Schroders Tax-Aware Bond ETF (HTAB) and iShares Core Universal USD Bond ETF (IUSB).
HTAB and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTAB is an actively managed fund by Hartford. It was launched on Apr 18, 2018. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
HTAB vs. IUSB - Performance Comparison
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HTAB vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.14% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | 1.70% |
Returns By Period
In the year-to-date period, HTAB achieves a 0.14% return, which is significantly higher than IUSB's -0.07% return.
HTAB
- 1D
- 0.43%
- 1M
- -2.17%
- YTD
- 0.14%
- 6M
- 1.22%
- 1Y
- 3.09%
- 3Y*
- 2.63%
- 5Y*
- 0.63%
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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HTAB vs. IUSB - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Return for Risk
HTAB vs. IUSB — Risk / Return Rank
HTAB
IUSB
HTAB vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and iShares Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.11 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.56 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.92 | -1.06 |
Martin ratioReturn relative to average drawdown | 2.14 | 5.96 | -3.82 |
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 | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.11 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.09 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.46 | -0.04 |
Correlation
The correlation between HTAB and IUSB is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HTAB vs. IUSB - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.94%, less than IUSB's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.94% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
HTAB vs. IUSB - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for HTAB and IUSB.
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Drawdown Indicators
| HTAB | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -17.90% | +3.14% |
Max Drawdown (1Y)Largest decline over 1 year | -4.51% | -2.49% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -17.87% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -2.17% | -1.81% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -2.93% | -3.62% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 0.80% | +1.00% |
Volatility
HTAB vs. IUSB - Volatility Comparison
Hartford Schroders Tax-Aware Bond ETF (HTAB) has a higher volatility of 1.74% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.62%. This indicates that HTAB's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTAB | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 1.62% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 2.41% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 4.13% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.70% | 5.77% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 5.03% | +0.16% |