HTAB vs BUSA
Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and BRANDES U.S. VALUE ETF (BUSA, ETF).
HTAB vs BUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HTAB
$299M
BUSA
$298M
Expense Ratio
Winner
HTAB
0.39%
BUSA
0.60%
Max Drawdown
HTAB
19.19%
Winner
BUSA
14.89%
Sharpe Ratio
HTAB
0.81
Winner
BUSA
1.39
5Y Beta
Winner
HTAB
0.06
BUSA
0.66
P/E Ratio
HTAB
N/A
BUSA
19.95
Forward P/E
HTAB
N/A
BUSA
13.44
PEG Ratio
HTAB
N/A
BUSA
0.43
5Y Dividends CAGR
HTAB
16.41%
BUSA
N/A
5Y EPS CAGR
HTAB
N/A
BUSA
6.98%
Debt to Equity
HTAB
N/A
BUSA
34.73%
P/S Ratio
HTAB
N/A
BUSA
0.93
P/B Ratio
HTAB
N/A
BUSA
2.10
HTAB vs BUSA - Historical Returns
Returns include dividend reinvestment.
1M
HTAB
-0.62%
Winner
BUSA
+3.66%
3M
HTAB
-0.59%
Winner
BUSA
+3.71%
6M
HTAB
+0.88%
Winner
BUSA
+6.30%
1Y
HTAB
+6.69%
Winner
BUSA
+22.11%
5Y(CAGR)
HTAB
+0.57%
BUSA
N/A
10Y(CAGR)
HTAB
+2.17%
BUSA
N/A
Max(CAGR)
HTAB
+2.17%
Winner
BUSA
+20.15%
HTAB vs BUSA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | HTAB | BUSA |
|---|---|---|
| 2026 | +0.70% | +9.87% |
| 2025 | +2.48% | +17.82% |
| 2024 | +1.91% | +15.31% |
| 2023 | +6.61% | +10.65% |
| 2022 | -8.20% | N/A |
| 2021 | -0.12% | N/A |
| 2020 | +5.26% | N/A |
| 2019 | +7.83% | N/A |
| 2018 | +1.43% | N/A |
HTAB vs BUSA Drawdown Comparison
The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.
The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The current HTAB drawdown is -1.26%. The current BUSA drawdown is -0.75%.
| Rank | HTAB | BUSA |
|---|---|---|
| #1 | -14.76% Jul 19, 2021 - Oct 1, 2024 | -14.19% Nov 29, 2024 - Jul 1, 2025 |
| #2 | -8.60% Mar 6, 2020 - May 19, 2020 | -7.61% Feb 6, 2026 - Jun 4, 2026 |
| #3 | -6.01% Dec 6, 2024 - Oct 10, 2025 | -6.29% Jul 30, 2024 - Aug 29, 2024 |
| #4 | -2.85% Feb 27, 2026 - Mar 24, 2026 | -6.02% Oct 17, 2023 - Nov 14, 2023 |
| #5 | -2.82% Oct 2, 2024 - Nov 29, 2024 | -5.66% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -1.81% May 29, 2018 - Dec 10, 2018 | -4.53% Jul 23, 2025 - Aug 22, 2025 |
| #7 | -1.59% Aug 10, 2020 - Jan 22, 2021 | -3.80% Oct 27, 2025 - Nov 25, 2025 |
| #8 | -1.58% Feb 9, 2021 - Jun 10, 2021 | -3.78% Aug 30, 2024 - Oct 11, 2024 |
| #9 | -1.29% Jan 4, 2019 - Jan 22, 2019 | -3.49% Oct 3, 2025 - Oct 24, 2025 |
| #10 | -1.20% Jan 22, 2019 - Jan 30, 2019 | -2.92% Jun 12, 2026 - Jul 2, 2026 |
| #11 | -1.15% Aug 29, 2019 - Oct 9, 2019 | -2.77% Oct 16, 2024 - Nov 6, 2024 |
| #12 | -0.90% Apr 19, 2018 - May 29, 2018 | -2.44% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -0.78% Oct 9, 2019 - Dec 3, 2019 | -2.32% Jul 3, 2025 - Jul 23, 2025 |
| #14 | -0.75% Jan 7, 2026 - Feb 4, 2026 | -2.15% Jan 8, 2024 - Jan 24, 2024 |
| #15 | -0.67% Nov 28, 2025 - Jan 7, 2026 | -2.03% Jul 17, 2024 - Jul 26, 2024 |
Correlation
Correlation between HTAB and BUSA is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2018 - 2026)
HTAB vs BUSA dividend yield comparison.
| Year | HTAB | BUSA |
|---|---|---|
| 2026 | 1.87% | 0.73% |
| 2025 | 3.88% | 1.53% |
| 2024 | 3.57% | 1.37% |
| 2023 | 3.21% | 0.22% |
| 2022 | 2.26% | 0.00% |
| 2021 | 2.18% | 0.00% |
| 2020 | 1.64% | 0.00% |
| 2019 | 2.77% | 0.00% |
| 2018 | 1.61% | 0.00% |
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