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FHYS vs HTRB

Federated Hermes Short Duration High Yield ETF vs Hartford Total Return Bond ETF

FHYS

Federated Hermes Short Duration High Yield ETF

Annual cost

0.50%

Fund size

$51M

HTRB

Hartford Total Return Bond ETF

Annual cost

0.29%

Fund size

$2.2B

Key differences

Both FHYS and HTRB are fixed income ETFs. FHYS charges 0.50% a year and HTRB 0.29%. The main difference: FHYS follows a multi strategy strategy; HTRB uses active selection.

  • FHYS follows a multi strategy strategy; HTRB uses active selection.
  • FHYS covers North America; HTRB covers global markets.
  • HTRB costs 0.21% less per year.
  • HTRB is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, FHYS has delivered higher annualized returns.

Side-by-side comparison

FHYSHTRB
Annual cost (TER)0.50%0.29%
Fund size (AUM)$51M$2.2B
Since20212017
Dividend yield5.78%4.62%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategymulti strategyactive selection
CAGR 1Y+6.3%+5.3%
CAGR 3Y+7.9%+4.9%
CAGR 5YN/A+0.5%
Sharpe 3Y1.200.25
Volatility 1Y2.70%3.78%
Max drawdown-11.63%-19.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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