HTAB vs. VDC
Compare and contrast key facts about Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Consumer Staples ETF (VDC).
HTAB and VDC 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 The Hartford. It was launched on Apr 18, 2018. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTAB or VDC.
Correlation
The correlation between HTAB and VDC is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HTAB vs. VDC - Performance Comparison
Key characteristics
HTAB:
0.45
VDC:
0.96
HTAB:
0.65
VDC:
1.44
HTAB:
1.09
VDC:
1.18
HTAB:
0.51
VDC:
1.40
HTAB:
1.68
VDC:
4.54
HTAB:
1.82%
VDC:
2.75%
HTAB:
6.76%
VDC:
13.07%
HTAB:
-14.76%
VDC:
-34.24%
HTAB:
-3.16%
VDC:
-1.81%
Returns By Period
In the year-to-date period, HTAB achieves a -0.98% return, which is significantly lower than VDC's 5.06% return.
HTAB
-0.98%
-0.89%
-0.76%
3.01%
0.71%
N/A
VDC
5.06%
0.93%
5.04%
12.72%
11.43%
8.51%
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HTAB vs. VDC - Expense Ratio Comparison
HTAB has a 0.40% expense ratio, which is higher than VDC's 0.10% expense ratio.
Risk-Adjusted Performance
HTAB vs. VDC — Risk-Adjusted Performance Rank
HTAB
VDC
HTAB vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) and Vanguard Consumer Staples ETF (VDC). 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.
Dividends
HTAB vs. VDC - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.79%, more than VDC's 2.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.79% | 3.57% | 3.21% | 2.26% | 2.18% | 1.41% | 2.76% | 1.62% | 0.00% | 0.00% | 0.00% | 0.00% |
VDC Vanguard Consumer Staples ETF | 2.37% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% |
Drawdowns
HTAB vs. VDC - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum VDC drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for HTAB and VDC. For additional features, visit the drawdowns tool.
Volatility
HTAB vs. VDC - Volatility Comparison
The current volatility for Hartford Schroders Tax-Aware Bond ETF (HTAB) is 4.17%, while Vanguard Consumer Staples ETF (VDC) has a volatility of 7.80%. This indicates that HTAB experiences smaller price fluctuations and is considered to be less risky than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.