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RMIF vs HTRB

LHA Risk-Managed Income ETF vs Hartford Total Return Bond ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

HTRB

Hartford Total Return Bond ETF

Annual cost

0.29%

Fund size

$2.2B

Key differences

Both RMIF and HTRB are fixed income ETFs. RMIF charges 1.55% a year and HTRB 0.29%. The main difference: RMIF covers North America; HTRB covers global markets.

  • RMIF covers North America; HTRB covers global markets.
  • HTRB costs 1.26% less per year.
  • HTRB is much larger than RMIF. Larger funds are usually more liquid and less likely to close.
  • HTRB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMIFHTRB
Annual cost (TER)1.55%0.29%
Fund size (AUM)$26M$2.2B
Since20232017
Dividend yield5.29%4.62%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+3.0%+5.3%
CAGR 3YN/A+4.9%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.25
Volatility 1Y2.65%3.78%
Max drawdown-3.01%-19.48%

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

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