Screener
HCRB vs DFGP
Hartford Core Bond ETF vs Dimensional Global Core Plus Fixed Income ETF
Key differences
Both HCRB and DFGP are fixed income ETFs. HCRB charges 0.29% a year and DFGP 0.22%. The main difference: HCRB follows a index tracking strategy; DFGP uses active selection.
- HCRB follows a index tracking strategy; DFGP uses active selection.
- DFGP costs 0.07% less per year.
- DFGP is much larger than HCRB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HCRB | DFGP | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.22% |
| Fund size (AUM) | $366M | $2.6B |
| Since | 2020 | 2023 |
| Dividend yield | 4.18% | 3.64% |
| Asset class | fixed income | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.8% | +5.1% |
| CAGR 3Y | +4.7% | N/A |
| CAGR 5Y | +0.2% | N/A |
| Sharpe 3Y | 0.22 | N/A |
| Volatility 1Y | 3.78% | 4.01% |
| Max drawdown | -19.90% | -3.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.