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HTRB vs RLY

Hartford Total Return Bond ETF vs State Street Multi-Asset Real Return ETF

HTRB

Hartford Total Return Bond ETF

Annual cost

0.29%

Fund size

$2.2B

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

Key differences

Both HTRB and RLY are fixed income ETFs. HTRB charges 0.29% a year and RLY 0.50%. The main difference: HTRB costs 0.21% less per year.

  • HTRB costs 0.21% less per year.
  • Over the last three years, RLY has delivered higher annualized returns.
  • RLY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTRBRLY
Annual cost (TER)0.29%0.50%
Fund size (AUM)$2.2B$1.2B
Since20172012
Dividend yield4.62%2.89%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+5.3%+28.0%
CAGR 3Y+4.9%+14.0%
CAGR 5Y+0.5%+10.0%
Sharpe 3Y0.250.90
Volatility 1Y3.78%10.38%
Max drawdown-19.48%-34.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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