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HTRB vs FLTB

Hartford Total Return Bond ETF vs Fidelity Limited Term Bond ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

FLTB

Fidelity Limited Term Bond ETF

Fidelity Investments

Annual cost

0.25%

Fund size

$389M

Key differences

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

Side-by-side comparison

HTRBFLTB
Annual cost (TER)0.29%0.25%
Fund size (AUM)$2.2B$389M
Since20172014
Dividend yield4.63%4.36%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+4.7%
CAGR 3Y+4.3%+5.3%
CAGR 5Y+0.4%+2.2%
Sharpe 3Y0.150.67
Volatility 1Y3.94%2.14%
Max drawdown-19.48%-9.37%

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

Similar to HTRB and FLTB