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BNDY vs HTRB

Horizon Core Bond ETF vs Hartford Total Return Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

Key differences

  • HTRB costs 0.37% less per year.
  • HTRB is significantly larger than BNDY — larger funds tend to be more liquid and less likely to close.
  • BNDY is classified as alternative, while HTRB is fixed income — different risk/return profiles.
  • BNDY covers north america markets; HTRB covers global.
  • BNDY follows a option income strategy; HTRB uses active selection.
  • HTRB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDYHTRB
Annual cost (TER)0.66%0.29%
Fund size (AUM)$186M$2.2B
Since20252017
Dividend yield4.63%
Asset classalternativefixed income
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1YN/A+6.1%
CAGR 3YN/A+4.3%
CAGR 5YN/A+0.4%
Sharpe 3YN/A0.15
Volatility 1Y3.94%
Max drawdown-3.93%-19.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BNDY and HTRB