Screener
SSXU vs HTRB
Day Hagan Smart Sector International ETF vs Hartford Total Return Bond ETF
Key differences
SSXU is an equity ETF, while HTRB is a fixed income ETF. SSXU charges 1.22% a year and HTRB 0.29%.
- SSXU is an equity fund, while HTRB is a fixed income fund. They carry different risk/return profiles.
- SSXU covers global markets excluding the US; HTRB covers global markets.
- HTRB costs 0.93% less per year.
- HTRB is much larger than SSXU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SSXU has delivered higher annualized returns.
- HTRB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SSXU | HTRB | |
|---|---|---|
| Annual cost (TER) | 1.22% | 0.29% |
| Fund size (AUM) | $43M | $2.2B |
| Since | 2022 | 2017 |
| Dividend yield | 2.51% | 4.62% |
| Asset class | equity | fixed income |
| Region | global ex us | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.1% | +5.3% |
| CAGR 3Y | +12.9% | +4.9% |
| CAGR 5Y | N/A | +0.5% |
| Sharpe 3Y | 0.68 | 0.25 |
| Volatility 1Y | 13.97% | 3.78% |
| Max drawdown | -13.91% | -19.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.