BUSA vs HTAB

Comparison between BRANDES U.S. VALUE ETF (BUSA, ETF) and HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF).

BUSA vs HTAB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUSA(ETF)	HTAB(ETF)
Net Assets	$298M	$299M
Expense Ratio	0.60%	0.39%
Max Drawdown	14.89%	19.19%
Sharpe Ratio	1.39	0.81
5Y Beta	0.66	0.06
P/E Ratio	19.95	N/A
Forward P/E	13.44	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	N/A	16.41%
5Y EPS CAGR	6.98%	N/A
Debt to Equity	34.73%	N/A
P/S Ratio	0.93	N/A
P/B Ratio	2.10	N/A

Net Assets

BUSA

$298M

Winner

HTAB

$299M

Expense Ratio

BUSA

0.60%

Winner

HTAB

0.39%

Max Drawdown

Winner

BUSA

14.89%

HTAB

19.19%

Sharpe Ratio

Winner

BUSA

1.39

HTAB

0.81

5Y Beta

BUSA

0.66

Winner

HTAB

0.06

P/E Ratio

BUSA

19.95

HTAB

N/A

Forward P/E

BUSA

13.44

HTAB

N/A

PEG Ratio

BUSA

0.43

HTAB

N/A

5Y Dividends CAGR

BUSA

N/A

HTAB

16.41%

5Y EPS CAGR

BUSA

6.98%

HTAB

N/A

Debt to Equity

BUSA

34.73%

HTAB

N/A

P/S Ratio

BUSA

0.93

HTAB

N/A

P/B Ratio

BUSA

2.10

HTAB

N/A

BUSA vs HTAB - Historical Returns

Returns include dividend reinvestment.

Period	BUSA	HTAB
1 month	+3.66%	-0.62%
3 months	+3.71%	-0.59%
6 months	+6.30%	+0.88%
1 year	+22.11%	+6.69%
5 years(CAGR)	N/A	+0.57%
10 years(CAGR)	N/A	+2.17%
Max(CAGR)	+20.15%	+2.17%

Winner

BUSA

+3.66%

HTAB

-0.62%

Winner

BUSA

+3.71%

HTAB

-0.59%

Winner

BUSA

+6.30%

HTAB

+0.88%

Winner

BUSA

+22.11%

HTAB

+6.69%

5Y(CAGR)

BUSA

N/A

HTAB

+0.57%

10Y(CAGR)

BUSA

N/A

HTAB

+2.17%

Max(CAGR)

Winner

BUSA

+20.15%

HTAB

+2.17%

BUSA vs HTAB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BUSA	HTAB
2026	+9.87%	+0.70%
2025	+17.82%	+2.48%
2024	+15.31%	+1.91%
2023	+10.65%	+6.61%
2022	N/A	-8.20%
2021	N/A	-0.12%
2020	N/A	+5.26%
2019	N/A	+7.83%
2018	N/A	+1.43%

BUSA vs HTAB Drawdown Comparison

The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.

The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.

The current BUSA drawdown is -0.75%. The current HTAB drawdown is -1.26%.

Rank	BUSA	HTAB
#1	-14.19% Nov 29, 2024 - Jul 1, 2025	-14.76% Jul 19, 2021 - Oct 1, 2024
#2	-7.61% Feb 6, 2026 - Jun 4, 2026	-8.60% Mar 6, 2020 - May 19, 2020
#3	-6.29% Jul 30, 2024 - Aug 29, 2024	-6.01% Dec 6, 2024 - Oct 10, 2025
#4	-6.02% Oct 17, 2023 - Nov 14, 2023	-2.85% Feb 27, 2026 - Mar 24, 2026
#5	-5.66% Mar 28, 2024 - Jul 16, 2024	-2.82% Oct 2, 2024 - Nov 29, 2024
#6	-4.53% Jul 23, 2025 - Aug 22, 2025	-1.81% May 29, 2018 - Dec 10, 2018
#7	-3.80% Oct 27, 2025 - Nov 25, 2025	-1.59% Aug 10, 2020 - Jan 22, 2021
#8	-3.78% Aug 30, 2024 - Oct 11, 2024	-1.58% Feb 9, 2021 - Jun 10, 2021
#9	-3.49% Oct 3, 2025 - Oct 24, 2025	-1.29% Jan 4, 2019 - Jan 22, 2019
#10	-2.92% Jun 12, 2026 - Jul 2, 2026	-1.20% Jan 22, 2019 - Jan 30, 2019
#11	-2.77% Oct 16, 2024 - Nov 6, 2024	-1.15% Aug 29, 2019 - Oct 9, 2019
#12	-2.44% Nov 11, 2024 - Nov 25, 2024	-0.90% Apr 19, 2018 - May 29, 2018
#13	-2.32% Jul 3, 2025 - Jul 23, 2025	-0.78% Oct 9, 2019 - Dec 3, 2019
#14	-2.15% Jan 8, 2024 - Jan 24, 2024	-0.75% Jan 7, 2026 - Feb 4, 2026
#15	-2.03% Jul 17, 2024 - Jul 26, 2024	-0.67% Nov 28, 2025 - Jan 7, 2026