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HTRB vs HYDB

Hartford Total Return Bond ETF vs iShares High Yield Systematic Bond ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

HYDB

iShares High Yield Systematic Bond ETF

iShares

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • HTRB costs 0.06% less per year.
  • HTRB covers global markets; HYDB covers north america.
  • HTRB follows a active selection strategy; HYDB uses index tracking.
  • Over the last 3 years, HYDB has delivered higher annualized returns.

Side-by-side comparison

HTRBHYDB
Annual cost (TER)0.29%0.35%
Fund size (AUM)$2.2B$1.5B
Since20172017
Dividend yield4.63%7.11%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+8.0%
CAGR 3Y+4.3%+9.5%
CAGR 5Y+0.4%+4.7%
Sharpe 3Y0.151.06
Volatility 1Y3.94%3.82%
Max drawdown-19.48%-21.58%

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

Similar to HTRB and HYDB