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HTRB vs HFSI

Hartford Total Return Bond ETF vs Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

HFSI

Hartford Funds Exchange-Traded Trust - Hartford Strategic Income ETF

Annual cost

Fund size

Key differences

  • HTRB covers global markets; HFSI covers emerging markets.
  • HTRB follows a active selection strategy; HFSI uses index tracking.
  • Over the last 3 years, HFSI has delivered higher annualized returns.

Side-by-side comparison

HTRBHFSI
Annual cost (TER)0.29%
Fund size (AUM)$2.2B
Since2017
Dividend yield4.63%
Asset classfixed incomefixed income
Regionglobalemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+9.0%
CAGR 3Y+4.3%+8.3%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.151.02
Volatility 1Y3.94%3.62%
Max drawdown-19.48%-19.34%

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

Similar to HTRB and HFSI