HTAB vs FDTX
Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and FIDELITY DISRUPTIVE TECHNOLOGY ETF (FDTX, ETF).
HTAB vs FDTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTAB
$299M
Winner
FDTX
$299M
Expense Ratio
Winner
HTAB
0.39%
FDTX
0.50%
Max Drawdown
Winner
HTAB
19.19%
FDTX
27.23%
Sharpe Ratio
HTAB
0.81
Winner
FDTX
0.99
5Y Beta
Winner
HTAB
0.06
FDTX
1.48
P/E Ratio
HTAB
N/A
FDTX
44.68
Forward P/E
HTAB
N/A
FDTX
22.38
PEG Ratio
HTAB
N/A
FDTX
0.19
5Y Dividends CAGR
HTAB
16.41%
FDTX
N/A
5Y EPS CAGR
HTAB
N/A
FDTX
38.84%
P/S Ratio
HTAB
N/A
FDTX
4.40
P/B Ratio
HTAB
N/A
FDTX
9.96
HTAB vs FDTX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HTAB
-0.62%
FDTX
-9.46%
3M
HTAB
-0.59%
Winner
FDTX
+19.57%
6M
HTAB
+0.88%
Winner
FDTX
+30.81%
1Y
HTAB
+6.69%
Winner
FDTX
+32.70%
5Y(CAGR)
HTAB
+0.57%
FDTX
N/A
10Y(CAGR)
HTAB
+2.17%
FDTX
N/A
Max(CAGR)
HTAB
+2.17%
Winner
FDTX
+26.25%
HTAB vs FDTX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | HTAB | FDTX |
|---|---|---|
| 2026 | +0.70% | +28.83% |
| 2025 | +2.48% | +14.54% |
| 2024 | +1.91% | +27.39% |
| 2023 | +6.61% | +11.73% |
| 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 FDTX Drawdown Comparison
The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.
The maximum drawdown for FDTX was -27.23%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current HTAB drawdown is -1.26%. The current FDTX drawdown is -9.74%.
| Rank | HTAB | FDTX |
|---|---|---|
| #1 | -14.76% Jul 19, 2021 - Oct 1, 2024 | -27.23% Feb 18, 2025 - Jun 26, 2025 |
| #2 | -8.60% Mar 6, 2020 - May 19, 2020 | -19.38% Nov 3, 2025 - Apr 17, 2026 |
| #3 | -6.01% Dec 6, 2024 - Oct 10, 2025 | -18.61% Jul 18, 2023 - Dec 13, 2023 |
| #4 | -2.85% Feb 27, 2026 - Mar 24, 2026 | -16.93% Jul 3, 2024 - Nov 6, 2024 |
| #5 | -2.82% Oct 2, 2024 - Nov 29, 2024 | -13.50% Jun 2, 2026 - Jul 17, 2026 |
| #6 | -1.81% May 29, 2018 - Dec 10, 2018 | -11.18% Mar 7, 2024 - Jun 17, 2024 |
| #7 | -1.59% Aug 10, 2020 - Jan 22, 2021 | -6.77% Dec 4, 2024 - Feb 10, 2025 |
| #8 | -1.58% Feb 9, 2021 - Jun 10, 2021 | -5.50% Dec 28, 2023 - Jan 11, 2024 |
| #9 | -1.29% Jan 4, 2019 - Jan 22, 2019 | -5.37% Feb 9, 2024 - Mar 1, 2024 |
| #10 | -1.20% Jan 22, 2019 - Jan 30, 2019 | -4.97% Jul 28, 2025 - Sep 18, 2025 |
| #11 | -1.15% Aug 29, 2019 - Oct 9, 2019 | -4.52% Oct 8, 2025 - Oct 27, 2025 |
| #12 | -0.90% Apr 19, 2018 - May 29, 2018 | -4.40% May 14, 2026 - May 21, 2026 |
| #13 | -0.78% Oct 9, 2019 - Dec 3, 2019 | -4.38% Jun 15, 2023 - Jul 11, 2023 |
| #14 | -0.75% Jan 7, 2026 - Feb 4, 2026 | -2.94% Nov 13, 2024 - Nov 26, 2024 |
| #15 | -0.67% Nov 28, 2025 - Jan 7, 2026 | -2.90% Jan 29, 2024 - Feb 2, 2024 |
Correlation
Correlation between HTAB and FDTX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2018 - 2026)
HTAB vs FDTX dividend yield comparison.
| Year | HTAB | FDTX |
|---|---|---|
| 2026 | 1.87% | 0.00% |
| 2025 | 3.88% | 0.00% |
| 2024 | 3.57% | 0.00% |
| 2023 | 3.21% | 0.00% |
| 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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