Screener
IGEB vs HTRB
iShares Investment Grade Systematic Bond ETF vs Hartford Total Return Bond ETF
Key differences
Both IGEB and HTRB are fixed income ETFs. IGEB charges 0.18% a year and HTRB 0.29%. The main difference: IGEB follows a index tracking strategy; HTRB uses active selection.
- IGEB follows a index tracking strategy; HTRB uses active selection.
- IGEB covers North America; HTRB covers global markets.
- IGEB costs 0.11% less per year.
- Over the last three years, IGEB has delivered higher annualized returns.
Side-by-side comparison
| IGEB | HTRB | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.29% |
| Fund size (AUM) | $1.4B | $2.2B |
| Since | 2017 | 2017 |
| Dividend yield | 5.01% | 4.62% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.7% | +5.3% |
| CAGR 3Y | +6.2% | +4.9% |
| CAGR 5Y | +1.2% | +0.5% |
| Sharpe 3Y | 0.46 | 0.25 |
| Volatility 1Y | 4.17% | 3.78% |
| Max drawdown | -21.13% | -19.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.