Compare · 2 funds side by side · dividends reinvested

HTAB and JBND

HTABHartford×JBNDJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,299HTAB · best of the two

02 / 04

HTAB and JBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Active Bond ETFBonds & Cash · Other bonds0.25%4.59%−0.1%+0.5%+6.5%[…]−4.7%4.0%$9.6B1.1

Hartford Schroders Tax-Aware Bond ETFBonds & Cash · Other bonds0.39%3.90%+0.2%+0.0%+5.4%+0.6%−6.4%4.1%$224M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HTAB 2018 · JBND 2023

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Active Bond ETF · $9.6B[…]

JBND

HTAB

Hartford Schroders Tax-Aware Bond ETF · $224M$10,299

$10,000 five years ago, dividends reinvested

JBNDMeasureHTAB

−0.1%Year to dateJan 1 → Nov 5+0.2%

+0.5%1 yearTotal return+0.0%

+6.5%3 years · per year$10,000 became $12,085 · $11,721+5.4%

[…]5 years · per year$10,000 became […] · $10,299+0.6%

0.25%Expense ratio$25 · $39 a year on $10k · lower is better0.39%

4.59%Trailing 12-mo yield$459 · $390 a year on $10k3.90%

−4.7%Worst dropSmaller is better−6.4%

4.0%VolatilityLower is calmer4.1%

JBNDHTAB Winner of the row, in its colourEach row: the bigger of the two fills its side

6–1JBND wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JBND vs HTAB: Top 5 Holdings

Today

JBND

[…]in top 5

HTAB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JBND vs HTAB Returns, Every Period

J.P. MorganJBND

+0.5%

past year

HTABHartford

+0.0%

past year

JBNDHTABFaded: behind in that period

2–1JBND wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JBND vs HTAB

YTD

J.P. MorganJBND

−0.1%

HTABHartford

+0.2%

−0.1%Year to date+0.2%

−4.7%Worst drop · 1Y−6.4%

4.0%Volatility · 1Y4.1%

4.6%Yield3.9%

$9.6BAssets$224M

3–1JBND wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTAB, JBND

Today

0.25%lowest, JBND

FundExpense ratioFee$10k

JBND0.25%$25

HTAB0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HTAB, JBND

4.59%highest, JBND

FundTrailing yieldYield$10k

JBND4.59%$459

HTAB3.90%$390

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$434most kept, JBND

JBND$459 − $25 = $434

HTAB$390 − $39 = $351

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HTAB, JBND

Today

[…]holdings […]

HTABJBND

HTAB—[…]

JBND[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.5%JBND, at 4.0% volatility

JBNDWorst drop−4.7%4.0% vol

HTABWorst drop−6.4%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JBNDHTAB

−0.1%Year to date+0.2%

4.6%Yield3.9%

+0.5%Past year+0.0%

0.25%Fee0.39%

3–1JBND wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026