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HFSI vs DFSD
Hartford Strategic Income ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
Both HFSI and DFSD are fixed income ETFs. The main difference: HFSI covers global markets excluding the US; DFSD covers global markets.
- HFSI covers global markets excluding the US; DFSD covers global markets.
- Over the last three years, HFSI has delivered higher annualized returns.
Side-by-side comparison
| HFSI | DFSD | |
|---|---|---|
| Annual cost (TER) | — | 0.16% |
| Fund size (AUM) | — | $6.8B |
| Since | — | 2021 |
| Dividend yield | — | 3.97% |
| Asset class | fixed income | fixed income |
| Region | global ex us | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.9% | +4.3% |
| CAGR 3Y | +8.4% | +5.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.04 | 0.86 |
| Volatility 1Y | 3.56% | 1.90% |
| Max drawdown | -19.34% | -8.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.