USNZ vs HTAB

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

USNZ vs HTAB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

USNZ

$301M

Winner

HTAB

$302M

Expense Ratio

Winner

USNZ

0.10%

HTAB

0.39%

Max Drawdown

USNZ

19.34%

Winner

HTAB

19.19%

Sharpe Ratio

Winner

USNZ

1.44

HTAB

0.71

5Y Beta

USNZ

0.98

Winner

HTAB

0.06

P/E Ratio

USNZ

29.91

HTAB

N/A

Forward P/E

USNZ

22.39

HTAB

N/A

PEG Ratio

USNZ

0.33

HTAB

N/A

5Y Dividends CAGR

USNZ

N/A

HTAB

17.89%

5Y EPS CAGR

USNZ

30.65%

HTAB

N/A

Debt to Equity

USNZ

34.27%

HTAB

N/A

P/S Ratio

USNZ

4.32

HTAB

N/A

P/B Ratio

USNZ

6.87

HTAB

N/A

USNZ vs HTAB - Historical Returns

Returns include dividend reinvestment.

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

Winner

USNZ

+2.47%

HTAB

+1.62%

Winner

USNZ

+15.17%

HTAB

+0.66%

Winner

USNZ

+11.22%

HTAB

+1.85%

Winner

USNZ

+27.11%

HTAB

+6.76%

5Y(CAGR)

USNZ

N/A

HTAB

+0.68%

10Y(CAGR)

USNZ

N/A

HTAB

+2.27%

Max(CAGR)

Winner

USNZ

+19.76%

HTAB

+2.27%

USNZ vs HTAB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

USNZ vs HTAB Drawdown Comparison

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

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

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

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