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FLTB vs HTRB

Fidelity Limited Term Bond ETF vs Hartford Total Return Bond ETF

FLTB

Fidelity Limited Term Bond ETF

Fidelity Investments

Annual cost

0.25%

Fund size

$389M

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

Key differences

  • HTRB is significantly larger than FLTB — larger funds tend to be more liquid and less likely to close.
  • FLTB covers north america markets; HTRB covers global.
  • FLTB follows a index tracking strategy; HTRB uses active selection.

Side-by-side comparison

FLTBHTRB
Annual cost (TER)0.25%0.29%
Fund size (AUM)$389M$2.2B
Since20142017
Dividend yield4.36%4.63%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.7%+6.1%
CAGR 3Y+5.3%+4.3%
CAGR 5Y+2.2%+0.4%
Sharpe 3Y0.670.15
Volatility 1Y2.14%3.94%
Max drawdown-9.37%-19.48%

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

Similar to FLTB and HTRB