Screener
HTRB vs SSFI
Hartford Total Return Bond ETF vs Day Hagan Smart Sector Fixed Income ETF
Key differences
Both HTRB and SSFI are fixed income ETFs. HTRB charges 0.29% a year and SSFI 0.76%. The main difference: HTRB costs 0.47% less per year.
- HTRB costs 0.47% less per year.
- HTRB is much larger than SSFI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HTRB has delivered higher annualized returns.
Side-by-side comparison
| HTRB | SSFI | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.76% |
| Fund size (AUM) | $2.2B | $29M |
| Since | 2017 | 2021 |
| Dividend yield | 4.62% | 3.36% |
| Asset class | fixed income | fixed income |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.3% | +4.4% |
| CAGR 3Y | +4.9% | +3.5% |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.25 | 0.00 |
| Volatility 1Y | 3.78% | 3.99% |
| Max drawdown | -19.48% | -16.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.