Screener
HTRB vs UTHY
Hartford Total Return Bond ETF vs F/m US Treasury 30 Year Bond ETF
Key differences
- UTHY costs 0.14% less per year.
- HTRB is significantly larger than UTHY — larger funds tend to be more liquid and less likely to close.
- HTRB covers global markets; UTHY covers north america.
- HTRB follows a active selection strategy; UTHY uses index tracking.
- Over the last 3 years, HTRB has delivered higher annualized returns.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTRB | UTHY | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.15% |
| Fund size (AUM) | $2.2B | $26M |
| Since | 2017 | 2023 |
| Dividend yield | 4.63% | 5.03% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.1% | +5.0% |
| CAGR 3Y | +4.3% | -2.5% |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.15 | -0.38 |
| Volatility 1Y | 3.94% | 9.59% |
| Max drawdown | -19.48% | -21.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to HTRB and UTHY
Explore further