Skip to content
Beacon
Screener

HTRB vs SYSB

Hartford Total Return Bond ETF vs iShares Systematic Bond ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

Key differences

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

Side-by-side comparison

HTRBSYSB
Annual cost (TER)0.29%0.25%
Fund size (AUM)$2.2B$1.0B
Since20172015
Dividend yield4.63%4.64%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+5.7%
CAGR 3Y+4.3%+6.5%
CAGR 5Y+0.4%+1.5%
Sharpe 3Y0.150.66
Volatility 1Y3.94%3.78%
Max drawdown-19.48%-18.47%

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

Similar to HTRB and SYSB