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SSFI vs HCRB

Day Hagan Smart Sector Fixed Income ETF vs Hartford Core Bond ETF

SSFI

Day Hagan Smart Sector Fixed Income ETF

Annual cost

0.76%

Fund size

$29M

HCRB

Hartford Core Bond ETF

Annual cost

0.29%

Fund size

$366M

Key differences

Both SSFI and HCRB are fixed income ETFs. SSFI charges 0.76% a year and HCRB 0.29%. The main difference: SSFI follows a active selection strategy; HCRB uses index tracking.

  • SSFI follows a active selection strategy; HCRB uses index tracking.
  • HCRB costs 0.47% less per year.
  • HCRB is much larger than SSFI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HCRB has delivered higher annualized returns.

Side-by-side comparison

SSFIHCRB
Annual cost (TER)0.76%0.29%
Fund size (AUM)$29M$366M
Since20212020
Dividend yield3.36%4.18%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+4.4%+4.8%
CAGR 3Y+3.5%+4.7%
CAGR 5YN/A+0.2%
Sharpe 3Y0.000.22
Volatility 1Y3.99%3.78%
Max drawdown-16.08%-19.90%

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

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