NUAG vs. HTAB
Compare and contrast key facts about Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) and Hartford Schroders Tax-Aware Bond ETF (HTAB).
NUAG and HTAB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUAG is a passively managed fund by Nuveen that tracks the performance of the ICE BofA Enhanced Yield US Broad Bond. It was launched on Sep 14, 2016. HTAB is an actively managed fund by Hartford. It was launched on Apr 18, 2018.
Performance
NUAG vs. HTAB - Performance Comparison
Loading graphics...
NUAG vs. HTAB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | -0.03% | 7.37% | 2.02% | 7.52% | -13.97% | -2.03% | 7.48% | 10.13% | 0.83% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.51% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
Returns By Period
In the year-to-date period, NUAG achieves a -0.03% return, which is significantly lower than HTAB's 0.51% return.
NUAG
- 1D
- 0.03%
- 1M
- -1.41%
- YTD
- -0.03%
- 6M
- 0.67%
- 1Y
- 4.34%
- 3Y*
- 4.46%
- 5Y*
- 0.54%
- 10Y*
- —
HTAB
- 1D
- 0.37%
- 1M
- -1.58%
- YTD
- 0.51%
- 6M
- 1.51%
- 1Y
- 3.32%
- 3Y*
- 2.76%
- 5Y*
- 0.70%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NUAG vs. HTAB - Expense Ratio Comparison
NUAG has a 0.19% expense ratio, which is lower than HTAB's 0.39% expense ratio.
Return for Risk
NUAG vs. HTAB — Risk / Return Rank
NUAG
HTAB
NUAG vs. HTAB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) 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.
| NUAG | HTAB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.59 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.81 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.77 | +1.13 |
Martin ratioReturn relative to average drawdown | 5.51 | 1.92 | +3.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NUAG | HTAB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.59 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.12 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.42 | -0.12 |
Correlation
The correlation between NUAG and HTAB is 0.60, 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
NUAG vs. HTAB - Dividend Comparison
NUAG's dividend yield for the trailing twelve months is around 4.54%, more than HTAB's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | 4.54% | 4.43% | 4.44% | 3.95% | 3.60% | 2.27% | 2.93% | 3.54% | 3.79% | 3.38% | 0.48% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.92% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% | 0.00% | 0.00% |
Drawdowns
NUAG vs. HTAB - Drawdown Comparison
The maximum NUAG drawdown since its inception was -19.79%, which is greater than HTAB's maximum drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for NUAG and HTAB.
Loading graphics...
Drawdown Indicators
| NUAG | HTAB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.79% | -14.76% | -5.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -4.51% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | -14.76% | -4.43% |
Current DrawdownCurrent decline from peak | -1.75% | -1.81% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -5.01% | -2.93% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 1.81% | -0.93% |
Volatility
NUAG vs. HTAB - Volatility Comparison
Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) and Hartford Schroders Tax-Aware Bond ETF (HTAB) have volatilities of 1.66% and 1.69%, 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.
Loading graphics...
Volatility by Period
| NUAG | HTAB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.69% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.44% | 2.57% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 5.66% | -1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 5.70% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 5.19% | +0.32% |