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HTAB vs PFFV

Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and GLOBAL X VARIABLE RATE PREFERRED ETF (PFFV, ETF).

5-Year PerformancePFFV has outperformed HTAB, delivering a return of +2.2% compared to +0.7%

HTAB vs PFFV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
HTAB
$302M
PFFV
$302M
Expense Ratio
HTAB
0.39%
Winner
PFFV
0.25%
Max Drawdown
Winner
HTAB
19.19%
PFFV
26.68%
Sharpe Ratio
Winner
HTAB
0.67
PFFV
0.19
5Y Beta
Winner
HTAB
0.06
PFFV
0.17
5Y Dividends CAGR
Winner
HTAB
17.89%
PFFV
11.71%

HTAB vs PFFV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HTAB
+0.30%
PFFV
+0.00%
3M
HTAB
-0.07%
Winner
PFFV
+0.70%
6M
HTAB
+1.11%
Winner
PFFV
+2.56%
1Y
Winner
HTAB
+6.43%
PFFV
+4.56%
5Y(CAGR)
HTAB
+0.65%
Winner
PFFV
+2.17%
10Y(CAGR)
HTAB
+2.24%
PFFV
N/A
Max(CAGR)
HTAB
+2.24%
Winner
PFFV
+4.74%

HTAB vs PFFV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearHTABPFFV
2026+0.95%+2.09%
2025+2.48%+0.97%
2024+1.91%+9.69%
2023+6.61%+9.75%
2022-8.20%-13.67%
2021-0.12%+7.08%
2020+5.26%+13.35%
2019+7.83%N/A
2018+1.43%N/A

HTAB vs PFFV Drawdown Comparison

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

The maximum drawdown for PFFV was -18.93%, occurring on May 4, 2023. Recovery took 657 trading sessions.

The current HTAB drawdown is -1.02%. The current PFFV drawdown is -0.71%.

RankHTABPFFV
#1-14.76%
Jul 19, 2021 - Oct 1, 2024
-18.93%
Nov 8, 2021 - Jun 21, 2024
#2-8.60%
Mar 6, 2020 - May 19, 2020
-6.07%
Feb 25, 2025 - Sep 5, 2025
#3-6.01%
Dec 6, 2024 - Oct 10, 2025
-3.28%
Sep 16, 2020 - Oct 6, 2020
#4-2.85%
Feb 27, 2026 - Mar 24, 2026
-3.23%
Feb 17, 2026 - May 6, 2026
#5-2.82%
Oct 2, 2024 - Nov 29, 2024
-3.11%
Sep 16, 2025 - Jan 26, 2026
#6-1.81%
May 29, 2018 - Dec 10, 2018
-3.01%
Nov 8, 2024 - Feb 20, 2025
#7-1.59%
Aug 10, 2020 - Jan 22, 2021
-2.99%
Dec 18, 2020 - Mar 11, 2021
#8-1.58%
Feb 9, 2021 - Jun 10, 2021
-2.43%
Oct 12, 2020 - Nov 9, 2020
#9-1.29%
Jan 4, 2019 - Jan 22, 2019
-2.37%
Jul 12, 2024 - Aug 21, 2024
#10-1.20%
Jan 22, 2019 - Jan 30, 2019
-2.24%
Aug 26, 2020 - Sep 16, 2020
#11-1.15%
Aug 29, 2019 - Oct 9, 2019
-1.94%
Sep 22, 2021 - Nov 1, 2021
#12-0.90%
Apr 19, 2018 - May 29, 2018
-1.76%
Sep 24, 2024 - Oct 15, 2024
#13-0.78%
Oct 9, 2019 - Dec 3, 2019
-1.64%
Jun 24, 2020 - Jul 16, 2020
#14-0.75%
Jan 7, 2026 - Feb 4, 2026
-1.61%
May 7, 2021 - May 24, 2021
#15-0.67%
Nov 28, 2025 - Jan 7, 2026
-1.43%
Mar 16, 2021 - Mar 24, 2021

Correlation

Correlation between HTAB and PFFV is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2018 - 2026)

HTAB vs PFFV dividend yield comparison.

YearHTABPFFV
20261.53%3.00%
20253.88%8.26%
20243.57%7.33%
20233.21%7.17%
20222.26%6.60%
20212.18%5.23%
20201.64%2.29%
20192.77%0.00%
20181.61%0.00%

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