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SYSB vs HTRB

iShares Systematic Bond ETF vs Hartford Total Return Bond ETF

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

HTRB

Hartford Total Return Bond ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$2.2B

Key differences

  • SYSB covers north america markets; HTRB covers global.
  • SYSB follows a index tracking strategy; HTRB uses active selection.
  • Over the last 3 years, SYSB has delivered higher annualized returns.

Side-by-side comparison

SYSBHTRB
Annual cost (TER)0.25%0.29%
Fund size (AUM)$1.0B$2.2B
Since20152017
Dividend yield4.64%4.63%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+5.7%+6.1%
CAGR 3Y+6.5%+4.3%
CAGR 5Y+1.5%+0.4%
Sharpe 3Y0.660.15
Volatility 1Y3.78%3.94%
Max drawdown-18.47%-19.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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