HTAB vs. USCI
HTAB (Hartford Schroders Tax-Aware Bond ETF) and USCI (United States Commodity Index Fund) are both exchange-traded funds - HTAB is a Intermediate Core Bond fund actively managed by Hartford, while USCI is a Commodities fund tracking the SummerHaven Dynamic Commodity Index Total Return. HTAB is actively managed, while USCI is passively managed. Over the past 5 years, HTAB returned 0.67%/yr vs 19.25%/yr for USCI. At a correlation of -0.02, they often move in opposite directions. HTAB charges 0.39%/yr vs 1.03%/yr for USCI.
Performance
HTAB vs. USCI - Performance Comparison
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Returns By Period
In the year-to-date period, HTAB achieves a 1.60% return, which is significantly lower than USCI's 23.68% return.
HTAB
- 1D
- 0.00%
- 1M
- 0.12%
- 6M
- 1.05%
- YTD
- 1.60%
- 1Y
- 6.68%
- 3Y*
- 3.35%
- 5Y*
- 0.67%
- 10Y*
- —
USCI
- 1D
- -0.50%
- 1M
- 0.90%
- 6M
- 22.70%
- YTD
- 23.68%
- 1Y
- 28.10%
- 3Y*
- 20.39%
- 5Y*
- 19.25%
- 10Y*
- 8.41%
HTAB vs. USCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.60% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
USCI United States Commodity Index Fund | 23.68% | 17.63% | 17.24% | -0.00% | 29.47% | 33.07% | -11.47% | -1.68% | -15.64% |
Correlation
The correlation between HTAB and USCI is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Apr 19, 2018 | -0.02 |
The correlation between HTAB and USCI shifts across timeframes, from -0.21 (1 year) to -0.02 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTAB vs. USCI — Risk / Return Rank
HTAB
USCI
HTAB vs. USCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and United States Commodity Index Fund (USCI). 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 | USCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.67 | -0.40 |
| Martin ratioReturn relative to average drawdown | 7.33 | 8.50 | -1.17 |
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Drawdowns
HTAB vs. USCI - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum USCI drawdown of -66.41%. Use the drawdown chart below to compare losses from any high point for HTAB and USCI.
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Drawdown Indicators
| HTAB | USCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -66.41% | +51.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.85% | -11.19% | +8.34% |
Max Drawdown (3Y)Largest decline over 3 years | -8.42% | -12.01% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -18.84% | +4.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.82% | — |
Current DrawdownCurrent decline from peak | -0.74% | -6.52% | +5.78% |
Average DrawdownAverage peak-to-trough decline | -2.86% | -29.37% | +26.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 3.51% | -2.62% |
Volatility
HTAB vs. USCI - Volatility Comparison
The current volatility for Hartford Schroders Tax-Aware Bond ETF (HTAB) is 0.84%, while United States Commodity Index Fund (USCI) has a volatility of 4.94%. This indicates that HTAB experiences smaller price fluctuations and is considered to be less risky than USCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTAB | USCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 4.94% | -4.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 14.42% | -11.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 16.91% | -12.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 18.40% | -12.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.14% | 15.88% | -10.74% |
HTAB vs. USCI - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is lower than USCI's 1.03% expense ratio.
Dividends
HTAB vs. USCI - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.87%, while USCI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
USCI United States Commodity Index Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HTAB and USCI have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USCI has higher volatility (4.94%) compared to HTAB (0.84%). In terms of maximum drawdown, HTAB dropped -14.76% vs USCI's -66.41%.
On 5-year performance, USCI leads with 19.25% vs 0.67% for HTAB. On fees, HTAB is cheaper at 0.39% per year. On volatility, HTAB has been the lower-risk option at 0.84%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, USCI has performed better with a 19.25% return vs 0.67%. 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 1.03% for USCI.
HTAB has the higher dividend yield at 3.87%, compared with 0.00% for USCI.
HTAB is categorized as Intermediate Core Bond, while USCI is Commodities. They also come from different issuers: Hartford and United States Commodity Funds. Their fees differ too: 0.39% for HTAB and 1.03% for USCI.
USCI currently has the higher Sharpe Ratio (1.77 vs 1.64), 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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