HTAB vs USNZ

Comparison between HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF) and XTRACKERS NET ZERO PATHWAY PARIS ALIGNED US EQUITY ETF (USNZ, ETF).

HTAB vs USNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTAB(ETF)	USNZ(ETF)
Net Assets	$302M	$301M
Expense Ratio	0.39%	0.10%
Max Drawdown	19.19%	19.34%
Sharpe Ratio	0.71	1.44
5Y Beta	0.06	0.98
P/E Ratio	N/A	29.91
Forward P/E	N/A	22.39
PEG Ratio	N/A	0.33
5Y Dividends CAGR	17.89%	N/A
5Y EPS CAGR	N/A	30.65%
Debt to Equity	N/A	34.27%
P/S Ratio	N/A	4.32
P/B Ratio	N/A	6.87

Net Assets

Winner

HTAB

$302M

USNZ

$301M

Expense Ratio

HTAB

0.39%

Winner

USNZ

0.10%

Max Drawdown

Winner

HTAB

19.19%

USNZ

19.34%

Sharpe Ratio

HTAB

0.71

Winner

USNZ

1.44

5Y Beta

Winner

HTAB

0.06

USNZ

0.98

P/E Ratio

HTAB

N/A

USNZ

29.91

Forward P/E

HTAB

N/A

USNZ

22.39

PEG Ratio

HTAB

N/A

USNZ

0.33

5Y Dividends CAGR

HTAB

17.89%

USNZ

N/A

5Y EPS CAGR

HTAB

N/A

USNZ

30.65%

Debt to Equity

HTAB

N/A

USNZ

34.27%

P/S Ratio

HTAB

N/A

USNZ

4.32

P/B Ratio

HTAB

N/A

USNZ

6.87

HTAB vs USNZ - Historical Returns

Returns include dividend reinvestment.

Period	HTAB	USNZ
1 month	+1.62%	+2.47%
3 months	+0.66%	+15.17%
6 months	+1.85%	+11.22%
1 year	+6.76%	+27.11%
5 years(CAGR)	+0.68%	N/A
10 years(CAGR)	+2.27%	N/A
Max(CAGR)	+2.27%	+19.76%

HTAB

+1.62%

Winner

USNZ

+2.47%

HTAB

+0.66%

Winner

USNZ

+15.17%

HTAB

+1.85%

Winner

USNZ

+11.22%

HTAB

+6.76%

Winner

USNZ

+27.11%

5Y(CAGR)

HTAB

+0.68%

USNZ

N/A

10Y(CAGR)

HTAB

+2.27%

USNZ

N/A

Max(CAGR)

HTAB

+2.27%

Winner

USNZ

+19.76%

HTAB vs USNZ - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	HTAB	USNZ
2026	+1.27%	+10.70%
2025	+2.48%	+17.91%
2024	+1.91%	+22.88%
2023	+6.61%	+27.98%
2022	-8.20%	+0.75%
2021	-0.12%	N/A
2020	+5.26%	N/A
2019	+7.83%	N/A
2018	+1.43%	N/A

HTAB vs USNZ Drawdown Comparison

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

The maximum drawdown for USNZ was -19.16%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current HTAB drawdown is -0.70%. The current USNZ drawdown is -1.01%.

Rank	HTAB	USNZ
#1	-14.76% Jul 19, 2021 - Oct 1, 2024	-19.16% Feb 19, 2025 - Jun 26, 2025
#2	-8.60% Mar 6, 2020 - May 19, 2020	-17.79% Aug 16, 2022 - Jun 1, 2023
#3	-6.01% Dec 6, 2024 - Oct 10, 2025	-11.26% Jul 31, 2023 - Dec 1, 2023
#4	-2.85% Feb 27, 2026 - Mar 24, 2026	-11.07% Jan 28, 2026 - Apr 15, 2026
#5	-2.82% Oct 2, 2024 - Nov 29, 2024	-8.65% Jul 16, 2024 - Sep 19, 2024
#6	-1.81% May 29, 2018 - Dec 10, 2018	-6.41% Mar 28, 2024 - May 15, 2024
#7	-1.59% Aug 10, 2020 - Jan 22, 2021	-5.56% Oct 28, 2025 - Dec 24, 2025
#8	-1.58% Feb 9, 2021 - Jun 10, 2021	-4.91% Jun 2, 2026 - Jun 10, 2026
#9	-1.29% Jan 4, 2019 - Jan 22, 2019	-4.70% Dec 4, 2024 - Feb 18, 2025
#10	-1.20% Jan 22, 2019 - Jan 30, 2019	-3.14% Oct 14, 2024 - Nov 7, 2024
#11	-1.15% Aug 29, 2019 - Oct 9, 2019	-3.06% Jan 12, 2026 - Jan 28, 2026
#12	-0.90% Apr 19, 2018 - May 29, 2018	-3.00% Jul 7, 2022 - Jul 19, 2022
#13	-0.78% Oct 9, 2019 - Dec 3, 2019	-2.94% Oct 8, 2025 - Oct 20, 2025
#14	-0.75% Jan 7, 2026 - Feb 4, 2026	-2.53% Nov 8, 2024 - Nov 26, 2024
#15	-0.67% Nov 28, 2025 - Jan 7, 2026	-2.37% Jul 21, 2022 - Jul 27, 2022