HTAB vs CPAG
Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and Fm Compoundr U.S. Aggregate Bond ETF (CPAG, ETF).
HTAB vs CPAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HTAB
$288M
CPAG
$288M
Expense Ratio
HTAB
0.39%
Winner
CPAG
0.31%
Max Drawdown
HTAB
19.19%
Winner
CPAG
2.78%
Sharpe Ratio
Winner
HTAB
0.32
CPAG
-0.52
5Y Beta
Winner
HTAB
0.07
CPAG
0.12
5Y Dividends CAGR
HTAB
18.80%
CPAG
N/A
HTAB vs CPAG - Historical Returns
Returns include dividend reinvestment.
1M
HTAB
+0.32%
Winner
CPAG
+0.80%
3M
Winner
HTAB
+0.09%
CPAG
+0.02%
6M
Winner
HTAB
-1.25%
CPAG
-1.36%
1Y
Winner
HTAB
+5.28%
CPAG
+1.95%
5Y(CAGR)
HTAB
+0.53%
CPAG
N/A
10Y(CAGR)
HTAB
+2.12%
CPAG
N/A
Max(CAGR)
HTAB
+2.12%
Winner
CPAG
+2.12%
HTAB vs CPAG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | HTAB | CPAG |
|---|---|---|
| 2026 | +0.44% | +0.02% |
| 2025 | +2.48% | +2.22% |
| 2024 | +1.91% | N/A |
| 2023 | +6.61% | N/A |
| 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 CPAG Drawdown Comparison
The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.
The maximum drawdown for CPAG was -2.78%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current HTAB drawdown is -1.52%. The current CPAG drawdown is -1.69%.
| Rank | HTAB | CPAG |
|---|---|---|
| #1 | -14.76% Jul 19, 2021 - Oct 1, 2024 | -2.78% Feb 27, 2026 - May 19, 2026 |
| #2 | -8.60% Mar 6, 2020 - May 19, 2020 | -1.09% Oct 28, 2025 - Feb 10, 2026 |
| #3 | -6.01% Dec 6, 2024 - Oct 10, 2025 | -0.74% Sep 16, 2025 - Oct 13, 2025 |
| #4 | -2.85% Feb 27, 2026 - Mar 24, 2026 | -0.53% Aug 13, 2025 - Aug 22, 2025 |
| #5 | -2.82% Oct 2, 2024 - Nov 29, 2024 | -0.37% Aug 28, 2025 - Sep 4, 2025 |
| #6 | -1.81% May 29, 2018 - Dec 10, 2018 | -0.21% Sep 8, 2025 - Sep 11, 2025 |
| #7 | -1.59% Aug 10, 2020 - Jan 22, 2021 | -0.20% Feb 10, 2026 - Feb 12, 2026 |
| #8 | -1.58% Feb 9, 2021 - Jun 10, 2021 | -0.20% Oct 22, 2025 - Oct 28, 2025 |
| #9 | -1.29% Jan 4, 2019 - Jan 22, 2019 | -0.14% Aug 22, 2025 - Aug 27, 2025 |
| #10 | -1.20% Jan 22, 2019 - Jan 30, 2019 | -0.12% Feb 17, 2026 - Feb 23, 2026 |
| #11 | -1.15% Aug 29, 2019 - Oct 9, 2019 | -0.12% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -0.90% Apr 19, 2018 - May 29, 2018 | -0.12% Oct 16, 2025 - Oct 20, 2025 |
| #13 | -0.78% Oct 9, 2019 - Dec 3, 2019 | -0.05% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -0.75% Jan 7, 2026 - Feb 4, 2026 | -0.03% Oct 14, 2025 - Oct 16, 2025 |
| #15 | -0.67% Nov 28, 2025 - Jan 7, 2026 | N/A |
Correlation
Correlation between HTAB and CPAG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
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