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HCRB vs USIG

Hartford Core Bond ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

HCRB

Hartford Core Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$360M

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.0B

Key differences

  • USIG costs 0.25% less per year.
  • USIG is significantly larger than HCRB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USIG has delivered higher annualized returns.
  • USIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HCRBUSIG
Annual cost (TER)0.29%0.04%
Fund size (AUM)$360M$17.0B
Since20202007
Dividend yield4.18%4.68%
Asset classfixed incomefixed income
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+6.9%
CAGR 3Y+4.1%+5.3%
CAGR 5Y+0.1%+0.8%
Sharpe 3Y0.120.32
Volatility 1Y3.85%4.19%
Max drawdown-19.90%-21.45%

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

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