Screener
HTRB vs SSUS
Hartford Total Return Bond ETF vs Day Hagan Smart Sector ETF
Key differences
HTRB is a fixed income ETF, while SSUS is an equity ETF. HTRB charges 0.29% a year and SSUS 0.77%.
- HTRB is a fixed income fund, while SSUS is an equity fund. They carry different risk/return profiles.
- HTRB covers global markets; SSUS covers North America.
- HTRB costs 0.48% less per year.
- HTRB is much larger than SSUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SSUS has delivered higher annualized returns.
Side-by-side comparison
| HTRB | SSUS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.77% |
| Fund size (AUM) | $2.2B | $590M |
| Since | 2017 | 2020 |
| Dividend yield | 4.62% | 0.45% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.3% | +26.0% |
| CAGR 3Y | +4.9% | +17.9% |
| CAGR 5Y | +0.5% | +11.4% |
| Sharpe 3Y | 0.25 | 0.96 |
| Volatility 1Y | 3.78% | 12.88% |
| Max drawdown | -19.48% | -23.75% |
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