Screener
DMBS vs HCRB
Mortgage ETF vs Hartford Core Bond ETF
Key differences
Both DMBS and HCRB are fixed income ETFs. DMBS charges 0.39% a year and HCRB 0.29%. The main difference: DMBS follows a active selection strategy; HCRB uses index tracking.
- DMBS follows a active selection strategy; HCRB uses index tracking.
- HCRB costs 0.10% less per year.
Side-by-side comparison
| DMBS | HCRB | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.29% |
| Fund size (AUM) | $690M | $366M |
| Since | 2023 | 2020 |
| Dividend yield | 5.04% | 4.18% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.4% | +4.8% |
| CAGR 3Y | +4.7% | +4.7% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | 0.19 | 0.22 |
| Volatility 1Y | 4.12% | 3.78% |
| Max drawdown | -8.03% | -19.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.