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HCRB vs IGEB

Hartford Core Bond ETF vs iShares Investment Grade Systematic Bond ETF

HCRB

Hartford Core Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$360M

IGEB

iShares Investment Grade Systematic Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • IGEB costs 0.11% less per year.
  • IGEB is significantly larger than HCRB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IGEB has delivered higher annualized returns.

Side-by-side comparison

HCRBIGEB
Annual cost (TER)0.29%0.18%
Fund size (AUM)$360M$1.4B
Since20202017
Dividend yield4.18%5.03%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+6.9%
CAGR 3Y+4.1%+5.8%
CAGR 5Y+0.1%+1.2%
Sharpe 3Y0.120.40
Volatility 1Y3.85%4.24%
Max drawdown-19.90%-21.13%

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

Similar to HCRB and IGEB