Screener
HTRB vs SSXU
Hartford Total Return Bond ETF vs Day Hagan Smart Sector International ETF
Key differences
HTRB is a fixed income ETF, while SSXU is an equity ETF. HTRB charges 0.29% a year and SSXU 1.22%.
- HTRB is a fixed income fund, while SSXU is an equity fund. They carry different risk/return profiles.
- HTRB covers global markets; SSXU covers global markets excluding the US.
- HTRB costs 0.93% less per year.
- HTRB is much larger than SSXU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SSXU has delivered higher annualized returns.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTRB | SSXU | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.22% |
| Fund size (AUM) | $2.2B | $43M |
| Since | 2017 | 2022 |
| Dividend yield | 4.62% | 2.51% |
| Asset class | fixed income | equity |
| Region | global | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.3% | +17.1% |
| CAGR 3Y | +4.9% | +12.9% |
| CAGR 5Y | +0.5% | N/A |
| Sharpe 3Y | 0.25 | 0.68 |
| Volatility 1Y | 3.78% | 13.97% |
| Max drawdown | -19.48% | -13.91% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.