Screener
HTRB vs FHYS
Hartford Total Return Bond ETF vs Federated Hermes Short Duration High Yield ETF
Key differences
Both HTRB and FHYS are fixed income ETFs. HTRB charges 0.29% a year and FHYS 0.50%. The main difference: HTRB follows a active selection strategy; FHYS uses multi strategy.
- HTRB follows a active selection strategy; FHYS uses multi strategy.
- HTRB covers global markets; FHYS covers North America.
- HTRB costs 0.21% less per year.
- HTRB is much larger than FHYS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FHYS has delivered higher annualized returns.
Side-by-side comparison
| HTRB | FHYS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.50% |
| Fund size (AUM) | $2.2B | $51M |
| Since | 2017 | 2021 |
| Dividend yield | 4.62% | 5.78% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +5.3% | +6.3% |
| CAGR 3Y | +4.9% | +7.9% |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.25 | 1.20 |
| Volatility 1Y | 3.78% | 2.70% |
| Max drawdown | -19.48% | -11.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.