Screener
SSUS vs HTRB
Day Hagan Smart Sector ETF vs Hartford Total Return Bond ETF
Key differences
SSUS is an equity ETF, while HTRB is a fixed income ETF. SSUS charges 0.77% a year and HTRB 0.29%.
- SSUS is an equity fund, while HTRB is a fixed income fund. They carry different risk/return profiles.
- SSUS covers North America; HTRB covers global markets.
- HTRB costs 0.48% less per year.
- HTRB is much larger than SSUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SSUS has delivered higher annualized returns.
Side-by-side comparison
| SSUS | HTRB | |
|---|---|---|
| Annual cost (TER) | 0.77% | 0.29% |
| Fund size (AUM) | $590M | $2.2B |
| Since | 2020 | 2017 |
| Dividend yield | 0.45% | 4.62% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.0% | +5.3% |
| CAGR 3Y | +17.9% | +4.9% |
| CAGR 5Y | +11.4% | +0.5% |
| Sharpe 3Y | 0.96 | 0.25 |
| Volatility 1Y | 12.88% | 3.78% |
| Max drawdown | -23.75% | -19.48% |
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