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HMOP vs HTRB

Hartford Municipal Opportunities ETF vs Hartford Total Return Bond ETF

HMOP

Hartford Municipal Opportunities ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$740M

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

Key differences

  • HTRB is significantly larger than HMOP — larger funds tend to be more liquid and less likely to close.
  • HMOP covers north america markets; HTRB covers global.
  • HMOP follows a index tracking strategy; HTRB uses active selection.

Side-by-side comparison

HMOPHTRB
Annual cost (TER)0.29%0.29%
Fund size (AUM)$740M$2.2B
Since20172017
Dividend yield3.48%4.63%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+6.1%+6.1%
CAGR 3Y+4.0%+4.3%
CAGR 5Y+1.3%+0.4%
Sharpe 3Y0.120.15
Volatility 1Y2.71%3.94%
Max drawdown-13.12%-19.48%

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

Similar to HMOP and HTRB