HTRB vs TAGG

Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformanceTAGG has outperformed HTRB, delivering a return of +0.2% compared to +0.1%

HTRB vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTRB(ETF)	TAGG(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.29%	0.08%
Max Drawdown	26.85%	21.31%
Sharpe Ratio	-0.26	-0.34
5Y Beta	0.05	0.03
5Y Dividends CAGR	-2.71%	N/A

Net Assets

HTRB

$2.20B

Winner

TAGG

$2.30B

Expense Ratio

HTRB

0.29%

Winner

TAGG

0.08%

Max Drawdown

HTRB

26.85%

Winner

TAGG

21.31%

Sharpe Ratio

Winner

HTRB

-0.26

TAGG

-0.34

5Y Beta

HTRB

0.05

Winner

TAGG

0.03

5Y Dividends CAGR

HTRB

-2.71%

TAGG

N/A

HTRB vs TAGG - Historical Returns

Returns include dividend reinvestment.

Period	HTRB	TAGG
1 month	-0.35%	-0.30%
3 months	-0.28%	-0.33%
6 months	-0.56%	-0.60%
1 year	+2.81%	+2.51%
5 years(CAGR)	+0.07%	+0.20%
10 years(CAGR)	+2.12%	N/A
Max(CAGR)	+2.12%	+0.20%

HTRB

-0.35%

Winner

TAGG

-0.30%

Winner

HTRB

-0.28%

TAGG

-0.33%

Winner

HTRB

-0.56%

TAGG

-0.60%

Winner

HTRB

+2.81%

TAGG

+2.51%

5Y(CAGR)

HTRB

+0.07%

Winner

TAGG

+0.20%

10Y(CAGR)

HTRB

+2.12%

TAGG

N/A

Max(CAGR)

Winner

HTRB

+2.12%

TAGG

+0.20%

HTRB vs TAGG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HTRB	TAGG
2026	+0.13%	+0.01%
2025	+7.27%	+7.35%
2024	+2.79%	+2.10%
2023	+6.64%	+5.30%
2022	-14.11%	-12.04%
2021	-1.01%	+0.01%
2020	+8.64%	N/A
2019	+10.21%	N/A
2018	-0.88%	N/A
2017	+1.02%	N/A

HTRB vs TAGG Drawdown Comparison

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current HTRB drawdown is -1.76%. The current TAGG drawdown is -2.17%.

Rank	HTRB	TAGG
#1	-19.48% Sep 14, 2021 - Oct 28, 2025	-17.27% Nov 9, 2021 - Oct 16, 2025
#2	-10.48% Mar 6, 2020 - Jun 8, 2020	-3.19% Feb 27, 2026 - May 19, 2026
#3	-3.76% Jan 4, 2021 - Aug 2, 2021	-1.08% Oct 27, 2025 - Nov 26, 2025
#4	-2.82% Feb 27, 2026 - May 19, 2026	-1.01% Oct 1, 2021 - Nov 5, 2021
#5	-2.58% Dec 29, 2017 - Jan 30, 2019	-0.88% Nov 26, 2025 - Jan 14, 2026
#6	-1.80% Aug 27, 2019 - Oct 4, 2019	-0.62% Jan 14, 2026 - Feb 5, 2026
#7	-1.58% Jul 3, 2019 - Aug 1, 2019	-0.21% Nov 5, 2021 - Nov 9, 2021
#8	-1.13% Oct 28, 2025 - Feb 5, 2026	-0.19% Oct 22, 2025 - Oct 27, 2025
#9	-1.13% Oct 4, 2019 - Nov 27, 2019	-0.17% Feb 10, 2026 - Feb 12, 2026
#10	-1.10% Aug 10, 2020 - Nov 17, 2020	-0.15% Feb 17, 2026 - Feb 23, 2026
#11	-0.99% Aug 4, 2021 - Sep 14, 2021	-0.14% Feb 6, 2026 - Feb 10, 2026
#12	-0.80% Mar 27, 2019 - Apr 25, 2019	-0.07% Feb 23, 2026 - Feb 26, 2026
#13	-0.65% Feb 28, 2020 - Mar 3, 2020	-0.07% Oct 16, 2025 - Oct 20, 2025
#14	-0.61% Jun 8, 2020 - Jul 6, 2020	N/A
#15	-0.61% Nov 3, 2017 - Dec 27, 2017	N/A