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HTRB vs TLT

Hartford Total Return Bond ETF vs iShares 20+ Year Treasury Bond ETF

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • TLT costs 0.14% less per year.
  • TLT is significantly larger than HTRB — larger funds tend to be more liquid and less likely to close.
  • HTRB covers global markets; TLT covers north america.
  • HTRB follows a active selection strategy; TLT uses index tracking.
  • Over the last 3 years, HTRB has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HTRBTLT
Annual cost (TER)0.29%0.15%
Fund size (AUM)$2.2B$42.9B
Since20172002
Dividend yield4.63%4.57%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+5.4%
CAGR 3Y+4.3%-2.3%
CAGR 5Y+0.4%-6.1%
Sharpe 3Y0.15-0.35
Volatility 1Y3.94%9.95%
Max drawdown-19.48%-48.35%

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

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