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HCRB vs FHYS

Hartford Core Bond ETF vs Federated Hermes Short Duration High Yield ETF

HCRB

Hartford Core Bond ETF

Annual cost

0.29%

Fund size

$366M

FHYS

Federated Hermes Short Duration High Yield ETF

Annual cost

0.50%

Fund size

$51M

Key differences

Both HCRB and FHYS are fixed income ETFs. HCRB charges 0.29% a year and FHYS 0.50%. The main difference: HCRB follows a index tracking strategy; FHYS uses multi strategy.

  • HCRB follows a index tracking strategy; FHYS uses multi strategy.
  • HCRB covers global markets excluding the US; FHYS covers North America.
  • HCRB costs 0.21% less per year.
  • HCRB 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

HCRBFHYS
Annual cost (TER)0.29%0.50%
Fund size (AUM)$366M$51M
Since20202021
Dividend yield4.18%5.78%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyindex trackingmulti strategy
CAGR 1Y+4.8%+6.3%
CAGR 3Y+4.7%+7.9%
CAGR 5Y+0.2%N/A
Sharpe 3Y0.221.20
Volatility 1Y3.78%2.70%
Max drawdown-19.90%-11.63%

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

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