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HCRB vs IUSB

Hartford Core Bond ETF vs iShares Core Universal USD Bond ETF

HCRB

Hartford Core Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$360M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.23% less per year.
  • IUSB is significantly larger than HCRB — larger funds tend to be more liquid and less likely to close.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HCRBIUSB
Annual cost (TER)0.29%0.06%
Fund size (AUM)$360M$36.5B
Since20202014
Dividend yield4.18%4.24%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+6.0%
CAGR 3Y+4.1%+4.2%
CAGR 5Y+0.1%+0.5%
Sharpe 3Y0.120.15
Volatility 1Y3.85%3.66%
Max drawdown-19.90%-17.90%

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

Similar to HCRB and IUSB