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HFSI vs IUSB

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF vs iShares Core Universal USD Bond ETF

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • HFSI covers emerging markets markets; IUSB covers north america.
  • Over the last 3 years, HFSI has delivered higher annualized returns.

Side-by-side comparison

HFSIIUSB
Annual cost (TER)0.06%
Fund size (AUM)$36.5B
Since2014
Dividend yield4.24%
Asset classfixed incomefixed income
Regionemerging marketsnorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.0%+6.0%
CAGR 3Y+8.3%+4.2%
CAGR 5YN/A+0.5%
Sharpe 3Y1.020.15
Volatility 1Y3.62%3.66%
Max drawdown-19.34%-17.90%

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

Similar to HFSI and IUSB