HTAB vs FTMA
Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and Franklin Massachusetts Municipal Income ETF (FTMA, ETF).
HTAB vs FTMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTAB
$299M
FTMA
$299M
Expense Ratio
HTAB
0.39%
Winner
FTMA
0.35%
Max Drawdown
HTAB
19.19%
Winner
FTMA
2.54%
Sharpe Ratio
Winner
HTAB
0.81
FTMA
-0.13
5Y Beta
Winner
HTAB
0.06
FTMA
0.10
5Y Dividends CAGR
HTAB
16.41%
FTMA
N/A
HTAB vs FTMA - Historical Returns
Returns include dividend reinvestment.
1M
HTAB
-0.62%
Winner
FTMA
-0.43%
3M
HTAB
-0.59%
Winner
FTMA
+0.50%
6M
HTAB
+0.88%
Winner
FTMA
+1.62%
1Y
HTAB
+6.69%
FTMA
N/A
5Y(CAGR)
HTAB
+0.57%
FTMA
N/A
10Y(CAGR)
HTAB
+2.17%
FTMA
N/A
Max(CAGR)
HTAB
+2.17%
Winner
FTMA
+3.32%
HTAB vs FTMA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | HTAB | FTMA |
|---|---|---|
| 2026 | +0.70% | +1.82% |
| 2025 | +2.48% | +0.43% |
| 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 FTMA Drawdown Comparison
The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.
The maximum drawdown for FTMA was -2.27%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The current HTAB drawdown is -1.26%. The current FTMA drawdown is -0.99%.
| Rank | HTAB | FTMA |
|---|---|---|
| #1 | -14.76% Jul 19, 2021 - Oct 1, 2024 | -2.27% Feb 26, 2026 - May 29, 2026 |
| #2 | -8.60% Mar 6, 2020 - May 19, 2020 | -0.99% Jul 2, 2026 - Jul 21, 2026 |
| #3 | -6.01% Dec 6, 2024 - Oct 10, 2025 | -0.82% Nov 26, 2025 - Jan 2, 2026 |
| #4 | -2.85% Feb 27, 2026 - Mar 24, 2026 | -0.72% Nov 11, 2025 - Nov 26, 2025 |
| #5 | -2.82% Oct 2, 2024 - Nov 29, 2024 | -0.61% Jan 14, 2026 - Feb 3, 2026 |
| #6 | -1.81% May 29, 2018 - Dec 10, 2018 | -0.17% Feb 24, 2026 - Feb 26, 2026 |
| #7 | -1.59% Aug 10, 2020 - Jan 22, 2021 | -0.17% Feb 5, 2026 - Feb 10, 2026 |
| #8 | -1.58% Feb 9, 2021 - Jun 10, 2021 | -0.16% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -1.29% Jan 4, 2019 - Jan 22, 2019 | -0.11% Jun 24, 2026 - Jun 26, 2026 |
| #10 | -1.20% Jan 22, 2019 - Jan 30, 2019 | -0.11% Jan 7, 2026 - Jan 14, 2026 |
| #11 | -1.15% Aug 29, 2019 - Oct 9, 2019 | -0.11% Jun 2, 2026 - Jun 16, 2026 |
| #12 | -0.90% Apr 19, 2018 - May 29, 2018 | -0.11% Jun 16, 2026 - Jun 18, 2026 |
| #13 | -0.78% Oct 9, 2019 - Dec 3, 2019 | -0.11% Feb 18, 2026 - Feb 20, 2026 |
| #14 | -0.75% Jan 7, 2026 - Feb 4, 2026 | -0.09% May 29, 2026 - Jun 2, 2026 |
| #15 | -0.67% Nov 28, 2025 - Jan 7, 2026 | -0.06% Jan 5, 2026 - Jan 7, 2026 |
Correlation
Correlation between HTAB and FTMA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2018 - 2026)
HTAB vs FTMA dividend yield comparison.
| Year | HTAB | FTMA |
|---|---|---|
| 2026 | 1.87% | 1.72% |
| 2025 | 3.88% | 0.54% |
| 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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