Screener
TOTR vs HYBX
T. Rowe Price Total Return ETF vs TCW High Yield Bond ETF
Key differences
Both TOTR and HYBX are fixed income ETFs. TOTR charges 0.31% a year and HYBX 0.50%. The main difference: TOTR follows a index tracking strategy; HYBX uses active selection.
- TOTR follows a index tracking strategy; HYBX uses active selection.
- TOTR covers global markets; HYBX covers global markets excluding the US.
- TOTR costs 0.19% less per year.
- TOTR is much larger than HYBX. Larger funds are usually more liquid and less likely to close.
- HYBX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TOTR | HYBX | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.50% |
| Fund size (AUM) | $562M | $32M |
| Since | 2021 | 1993 |
| Dividend yield | 5.31% | 7.53% |
| Asset class | fixed income | fixed income |
| Region | global | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.7% | +5.5% |
| CAGR 3Y | +3.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 4.33% | 6.64% |
| Max drawdown | -19.63% | -3.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.