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HTRB vs SHYM

Hartford Total Return Bond ETF vs BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

SHYM

BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF

Annual cost

Fund size

Key differences

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

Side-by-side comparison

HTRBSHYM
Annual cost (TER)0.29%
Fund size (AUM)$2.2B
Since2017
Dividend yield4.63%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+4.4%
CAGR 3Y+4.3%+5.7%
CAGR 5Y+0.4%+1.2%
Sharpe 3Y0.150.34
Volatility 1Y3.94%3.14%
Max drawdown-19.48%-22.55%

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

Similar to HTRB and SHYM