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HFSI vs HTRB

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF vs Hartford Total Return Bond ETF

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

Key differences

  • HFSI covers emerging markets markets; HTRB covers global.
  • HFSI follows a index tracking strategy; HTRB uses active selection.
  • Over the last 3 years, HFSI has delivered higher annualized returns.

Side-by-side comparison

HFSIHTRB
Annual cost (TER)0.29%
Fund size (AUM)$2.2B
Since2017
Dividend yield4.63%
Asset classfixed incomefixed income
Regionemerging marketsglobal
Strategyindex trackingactive selection
CAGR 1Y+9.0%+6.1%
CAGR 3Y+8.3%+4.3%
CAGR 5YN/A+0.4%
Sharpe 3Y1.020.15
Volatility 1Y3.62%3.94%
Max drawdown-19.34%-19.48%

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

Similar to HFSI and HTRB