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IUSB vs HTRB
iShares Core Universal USD Bond ETF vs Hartford Total Return Bond ETF
Key differences
- IUSB costs 0.23% less per year.
- IUSB is significantly larger than HTRB — larger funds tend to be more liquid and less likely to close.
- IUSB covers north america markets; HTRB covers global.
- IUSB follows a index tracking strategy; HTRB uses active selection.
Side-by-side comparison
| IUSB | HTRB | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.29% |
| Fund size (AUM) | $36.5B | $2.2B |
| Since | 2014 | 2017 |
| Dividend yield | 4.24% | 4.63% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.0% | +6.1% |
| CAGR 3Y | +4.2% | +4.3% |
| CAGR 5Y | +0.5% | +0.4% |
| Sharpe 3Y | 0.15 | 0.15 |
| Volatility 1Y | 3.66% | 3.94% |
| Max drawdown | -17.90% | -19.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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