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HCRB vs UTWY

Hartford Core Bond ETF vs F/m US Treasury 20 Year Bond ETF

HCRB

Hartford Core Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$360M

UTWY

F/m US Treasury 20 Year Bond ETF

F/m Investments LLC

Annual cost

0.15%

Fund size

$8M

Key differences

  • UTWY costs 0.14% less per year.
  • HCRB is significantly larger than UTWY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HCRB has delivered higher annualized returns.

Side-by-side comparison

HCRBUTWY
Annual cost (TER)0.29%0.15%
Fund size (AUM)$360M$8M
Since20202023
Dividend yield4.18%5.10%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+5.0%
CAGR 3Y+4.1%-1.1%
CAGR 5Y+0.1%N/A
Sharpe 3Y0.12-0.36
Volatility 1Y3.85%8.22%
Max drawdown-19.90%-18.19%

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

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