HTAB vs BGH

Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and Barings Global Short Duration High Yield Fund (BGH, ETF).

5-Year PerformanceBGH has outperformed HTAB, delivering a return of +6.7% compared to +0.7%

HTAB vs BGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTAB(ETF)	BGH(ETF)
Net Assets	$302M	$300M
Expense Ratio	0.39%	N/A
Max Drawdown	19.19%	63.84%
Sharpe Ratio	0.71	0.04
5Y Beta	0.06	0.42
5Y Dividends CAGR	17.89%	5.93%

Net Assets

Winner

HTAB

$302M

BGH

$300M

Expense Ratio

HTAB

0.39%

BGH

N/A

Max Drawdown

Winner

HTAB

19.19%

BGH

63.84%

Sharpe Ratio

Winner

HTAB

0.71

BGH

0.04

5Y Beta

Winner

HTAB

0.06

BGH

0.42

5Y Dividends CAGR

Winner

HTAB

17.89%

BGH

5.93%

HTAB vs BGH - Historical Returns

Returns include dividend reinvestment.

Period	HTAB	BGH
1 month	+1.62%	+0.67%
3 months	+0.66%	+4.46%
6 months	+1.85%	-2.43%
1 year	+6.76%	+3.56%
5 years(CAGR)	+0.68%	+6.70%
10 years(CAGR)	+2.27%	+7.72%
Max(CAGR)	+2.27%	+6.13%

Winner

HTAB

+1.62%

BGH

+0.67%

HTAB

+0.66%

Winner

BGH

+4.46%

Winner

HTAB

+1.85%

BGH

-2.43%

Winner

HTAB

+6.76%

BGH

+3.56%

5Y(CAGR)

HTAB

+0.68%

Winner

BGH

+6.70%

10Y(CAGR)

HTAB

+2.27%

Winner

BGH

+7.72%

Max(CAGR)

HTAB

+2.27%

Winner

BGH

+6.13%

HTAB vs BGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HTAB	BGH
2026	+1.27%	-2.69%
2025	+2.48%	+7.41%
2024	+1.91%	+26.25%
2023	+6.61%	+17.36%
2022	-8.20%	-19.43%
2021	-0.12%	+25.25%
2020	+5.26%	-5.04%
2019	+7.83%	+19.70%
2018	+1.43%	-8.56%
2017	N/A	+10.60%
2016	N/A	+29.79%
2015	N/A	-8.72%
2014	N/A	-1.88%
2013	N/A	+5.32%
2012	N/A	-4.35%

HTAB vs BGH Drawdown Comparison

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

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The current HTAB drawdown is -0.70%. The current BGH drawdown is -9.97%.

Rank	HTAB	BGH
#1	-14.76% Jul 19, 2021 - Oct 1, 2024	-48.74% Feb 20, 2020 - Apr 13, 2021
#2	-8.60% Mar 6, 2020 - May 19, 2020	-26.63% Jan 6, 2022 - Feb 29, 2024
#3	-6.01% Dec 6, 2024 - Oct 10, 2025	-25.45% Jun 18, 2014 - Aug 18, 2016
#4	-2.85% Feb 27, 2026 - Mar 24, 2026	-20.85% Sep 4, 2018 - May 1, 2019
#5	-2.82% Oct 2, 2024 - Nov 29, 2024	-16.88% Sep 17, 2025 - Mar 30, 2026
#6	-1.81% May 29, 2018 - Dec 10, 2018	-15.51% Feb 21, 2025 - Jul 1, 2025
#7	-1.59% Aug 10, 2020 - Jan 22, 2021	-11.53% May 7, 2013 - Jan 6, 2014
#8	-1.58% Feb 9, 2021 - Jun 10, 2021	-9.18% May 3, 2019 - Jan 8, 2020
#9	-1.29% Jan 4, 2019 - Jan 22, 2019	-7.94% Oct 20, 2017 - Aug 7, 2018
#10	-1.20% Jan 22, 2019 - Jan 30, 2019	-6.58% Oct 26, 2016 - Nov 28, 2016
#11	-1.15% Aug 29, 2019 - Oct 9, 2019	-5.75% Nov 8, 2024 - Dec 2, 2024
#12	-0.90% Apr 19, 2018 - May 29, 2018	-5.54% Dec 6, 2024 - Feb 18, 2025
#13	-0.78% Oct 9, 2019 - Dec 3, 2019	-5.00% Nov 16, 2021 - Dec 31, 2021
#14	-0.75% Jan 7, 2026 - Feb 4, 2026	-4.51% Jul 13, 2021 - Aug 31, 2021
#15	-0.67% Nov 28, 2025 - Jan 7, 2026	-4.50% Dec 7, 2012 - Jan 18, 2013

Correlation

Correlation between HTAB and BGH is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2012 - 2026)

HTAB vs BGH dividend yield comparison.

Year	HTAB	BGH
2026	1.52%	4.36%
2025	3.88%	11.38%
2024	3.57%	9.72%
2023	3.21%	10.66%
2022	2.26%	9.99%
2021	2.18%	7.31%
2020	1.64%	9.10%
2019	2.77%	10.14%
2018	1.61%	12.11%
2017	0.00%	9.50%
2016	0.00%	9.61%
2015	0.00%	13.31%
2014	0.00%	14.41%
2013	0.00%	10.05%
2012	0.00%	0.71%