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HTRB vs GOVT

Hartford Total Return Bond ETF vs iShares U.S. Treasury Bond ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

GOVT

iShares U.S. Treasury Bond ETF

iShares

Annual cost

0.05%

Fund size

$41.0B

Key differences

  • GOVT costs 0.24% less per year.
  • GOVT is significantly larger than HTRB — larger funds tend to be more liquid and less likely to close.
  • HTRB covers global markets; GOVT covers north america.
  • HTRB follows a active selection strategy; GOVT uses index tracking.
  • Over the last 3 years, HTRB has delivered higher annualized returns.
  • GOVT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTRBGOVT
Annual cost (TER)0.29%0.05%
Fund size (AUM)$2.2B$41.0B
Since20172012
Dividend yield4.63%3.53%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+4.2%
CAGR 3Y+4.3%+2.4%
CAGR 5Y+0.4%-0.4%
Sharpe 3Y0.15-0.18
Volatility 1Y3.94%3.70%
Max drawdown-19.48%-19.07%

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

Similar to HTRB and GOVT