HTRB vs. HTAB
HTRB (Hartford Total Return Bond ETF) and HTAB (Hartford Schroders Tax-Aware Bond ETF) are both exchange-traded funds - HTRB is a Intermediate Core-Plus Bond fund actively managed by Hartford, while HTAB is a Intermediate Core Bond fund actively managed by Hartford. Both are actively managed. Over the past 5 years, HTRB returned 0.40%/yr vs 0.69%/yr for HTAB. A 0.61 correlation means they provide meaningful diversification when combined. HTRB charges 0.29%/yr vs 0.39%/yr for HTAB.
Performance
HTRB vs. HTAB - Performance Comparison
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Returns By Period
In the year-to-date period, HTRB achieves a 0.26% return, which is significantly lower than HTAB's 1.48% return.
HTRB
- 1D
- -0.24%
- 1M
- 0.29%
- YTD
- 0.26%
- 6M
- 0.10%
- 1Y
- 5.77%
- 3Y*
- 4.63%
- 5Y*
- 0.40%
- 10Y*
- —
HTAB
- 1D
- -0.05%
- 1M
- 0.66%
- YTD
- 1.48%
- 6M
- 1.64%
- 1Y
- 6.89%
- 3Y*
- 3.43%
- 5Y*
- 0.69%
- 10Y*
- —
HTRB vs. HTAB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 0.26% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | 0.79% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.48% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
Correlation
The correlation between HTRB and HTAB is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2018 | 0.61 |
The correlation between HTRB and HTAB shifts across timeframes, from 0.61 (all time) to 0.74 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTRB vs. HTAB — Risk / Return Rank
HTRB
HTAB
HTRB vs. HTAB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and Hartford Schroders Tax-Aware Bond ETF (HTAB). 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.
| HTRB | HTAB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.43 | -0.37 |
| Martin ratioReturn relative to average drawdown | 6.09 | 7.68 | -1.59 |
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
| HTRB | HTAB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.72 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.12 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.44 | -0.04 |
Drawdowns
HTRB vs. HTAB - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than HTAB's maximum drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for HTRB and HTAB.
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Drawdown Indicators
| HTRB | HTAB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -14.76% | -4.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -2.85% | +0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | -8.42% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -14.76% | -4.72% |
Current DrawdownCurrent decline from peak | -1.55% | -0.86% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -2.89% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.90% | +0.05% |
Volatility
HTRB vs. HTAB - Volatility Comparison
Hartford Total Return Bond ETF (HTRB) and Hartford Schroders Tax-Aware Bond ETF (HTAB) have volatilities of 1.28% and 1.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTRB | HTAB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 1.25% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 2.80% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 4.02% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 5.74% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 5.17% | +0.40% |
HTRB vs. HTAB - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is lower than HTAB's 0.39% expense ratio.
Dividends
HTRB vs. HTAB - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.63%, more than HTAB's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
HTRB Hartford Total Return Bond ETF | 4.63% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% |
Frequently Asked Questions
HTRB and HTAB have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTRB has higher volatility (1.28%) compared to HTAB (1.25%). In terms of maximum drawdown, HTRB dropped -19.48% vs HTAB's -14.76%.
On 5-year performance, HTAB leads with 0.69% vs 0.40% for HTRB. On fees, HTRB is cheaper at 0.29% 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 0.69% return vs 0.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HTRB is cheaper with a 0.29% expense ratio, compared with 0.39% for HTAB.
HTRB has the higher dividend yield at 4.63%, compared with 3.83% for HTAB.
HTRB is categorized as Intermediate Core-Plus Bond, while HTAB is Intermediate Core Bond. Their fees differ too: 0.29% for HTRB and 0.39% for HTAB.
HTAB currently has the higher Sharpe Ratio (1.72 vs 1.51), 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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