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HTRB vs ISTB

Hartford Total Return Bond ETF vs iShares Core 1-5 Year USD Bond ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

Key differences

  • ISTB costs 0.23% less per year.
  • HTRB covers global markets; ISTB covers north america.
  • HTRB follows a active selection strategy; ISTB uses index tracking.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTRBISTB
Annual cost (TER)0.29%0.06%
Fund size (AUM)$2.2B$4.7B
Since20172012
Dividend yield4.63%4.20%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+4.4%
CAGR 3Y+4.3%+4.7%
CAGR 5Y+0.4%+1.8%
Sharpe 3Y0.150.47
Volatility 1Y3.94%1.77%
Max drawdown-19.48%-9.34%

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

Similar to HTRB and ISTB