CPAG vs HTAB
Comparison between Fm Compoundr U.S. Aggregate Bond ETF (CPAG, ETF) and HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF).
CPAG vs HTAB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CPAG
$288M
Winner
HTAB
$288M
Expense Ratio
Winner
CPAG
0.31%
HTAB
0.39%
Max Drawdown
Winner
CPAG
2.78%
HTAB
19.19%
Sharpe Ratio
CPAG
-0.53
Winner
HTAB
0.34
5Y Beta
CPAG
0.12
Winner
HTAB
0.07
5Y Dividends CAGR
CPAG
N/A
HTAB
18.80%
CPAG vs HTAB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CPAG
+0.43%
HTAB
+0.00%
3M
CPAG
-0.13%
Winner
HTAB
-0.01%
6M
CPAG
-1.67%
Winner
HTAB
-1.61%
1Y
CPAG
+1.66%
Winner
HTAB
+5.14%
5Y(CAGR)
CPAG
N/A
HTAB
+0.50%
10Y(CAGR)
CPAG
N/A
HTAB
+2.10%
Max(CAGR)
CPAG
+1.96%
Winner
HTAB
+2.10%
CPAG vs HTAB - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | CPAG | HTAB |
|---|---|---|
| 2026 | -0.14% | +0.33% |
| 2025 | +2.22% | +2.48% |
| 2024 | N/A | +1.91% |
| 2023 | N/A | +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% |
CPAG vs HTAB Drawdown Comparison
The maximum drawdown for CPAG was -2.78%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.
The current CPAG drawdown is -1.84%. The current HTAB drawdown is -1.63%.
| Rank | CPAG | HTAB |
|---|---|---|
| #1 | -2.78% Feb 27, 2026 - May 19, 2026 | -14.76% Jul 19, 2021 - Oct 1, 2024 |
| #2 | -1.09% Oct 28, 2025 - Feb 10, 2026 | -8.60% Mar 6, 2020 - May 19, 2020 |
| #3 | -0.74% Sep 16, 2025 - Oct 13, 2025 | -6.01% Dec 6, 2024 - Oct 10, 2025 |
| #4 | -0.53% Aug 13, 2025 - Aug 22, 2025 | -2.85% Feb 27, 2026 - Mar 24, 2026 |
| #5 | -0.37% Aug 28, 2025 - Sep 4, 2025 | -2.82% Oct 2, 2024 - Nov 29, 2024 |
| #6 | -0.21% Sep 8, 2025 - Sep 11, 2025 | -1.81% May 29, 2018 - Dec 10, 2018 |
| #7 | -0.20% Feb 10, 2026 - Feb 12, 2026 | -1.59% Aug 10, 2020 - Jan 22, 2021 |
| #8 | -0.20% Oct 22, 2025 - Oct 28, 2025 | -1.58% Feb 9, 2021 - Jun 10, 2021 |
| #9 | -0.14% Aug 22, 2025 - Aug 27, 2025 | -1.29% Jan 4, 2019 - Jan 22, 2019 |
| #10 | -0.12% Feb 17, 2026 - Feb 23, 2026 | -1.20% Jan 22, 2019 - Jan 30, 2019 |
| #11 | -0.12% Sep 11, 2025 - Sep 15, 2025 | -1.15% Aug 29, 2019 - Oct 9, 2019 |
| #12 | -0.12% Oct 16, 2025 - Oct 20, 2025 | -0.90% Apr 19, 2018 - May 29, 2018 |
| #13 | -0.05% Feb 23, 2026 - Feb 26, 2026 | -0.78% Oct 9, 2019 - Dec 3, 2019 |
| #14 | -0.03% Oct 14, 2025 - Oct 16, 2025 | -0.75% Jan 7, 2026 - Feb 4, 2026 |
| #15 | N/A | -0.67% Nov 28, 2025 - Jan 7, 2026 |
Correlation
Correlation between CPAG and HTAB is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
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