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RLY vs HTRB

State Street Multi-Asset Real Return ETF vs Hartford Total Return Bond ETF

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

HTRB

Hartford Total Return Bond ETF

Annual cost

0.29%

Fund size

$2.2B

Key differences

Both RLY and HTRB are fixed income ETFs. RLY charges 0.50% a year and HTRB 0.29%. The main difference: HTRB costs 0.21% less per year.

  • HTRB costs 0.21% less per year.
  • Over the last three years, RLY has delivered higher annualized returns.
  • RLY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RLYHTRB
Annual cost (TER)0.50%0.29%
Fund size (AUM)$1.2B$2.2B
Since20122017
Dividend yield2.89%4.62%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+28.0%+5.3%
CAGR 3Y+14.0%+4.9%
CAGR 5Y+10.0%+0.5%
Sharpe 3Y0.900.25
Volatility 1Y10.38%3.78%
Max drawdown-34.17%-19.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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