Screener
HTRB vs JMBS
Hartford Total Return Bond ETF vs Janus Henderson Mortgage-Backed Securities ETF
Key differences
Both HTRB and JMBS are fixed income ETFs. HTRB charges 0.29% a year and JMBS 0.21%. The main difference: JMBS costs 0.08% less per year.
- JMBS costs 0.08% less per year.
- JMBS is much larger than HTRB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| HTRB | JMBS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.21% |
| Fund size (AUM) | $2.2B | $6.8B |
| Since | 2017 | 2018 |
| Dividend yield | 4.62% | 5.60% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.3% | +7.0% |
| CAGR 3Y | +4.9% | +4.8% |
| CAGR 5Y | +0.5% | +0.7% |
| Sharpe 3Y | 0.25 | 0.21 |
| Volatility 1Y | 3.78% | 4.25% |
| Max drawdown | -19.48% | -16.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.