BTOT vs. HTRB
BTOT (iShares Total USD Fixed Income Market ETF) and HTRB (Hartford Total Return Bond ETF) are both exchange-traded funds - BTOT is a Total Bond Market fund tracking the Bloomberg US Total Fixed Income Market Index, while HTRB is a Intermediate Core-Plus Bond fund actively managed by Hartford. BTOT is passively managed, while HTRB is actively managed. With a 0.95 correlation, they move nearly in lockstep. BTOT charges 0.09%/yr vs 0.29%/yr for HTRB.
Performance
BTOT vs. HTRB - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BTOT having a 1.10% return and HTRB slightly lower at 1.05%.
BTOT
- 1D
- 0.06%
- 1M
- 0.87%
- YTD
- 1.10%
- 6M
- 1.03%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTRB
- 1D
- 0.07%
- 1M
- 0.92%
- YTD
- 1.05%
- 6M
- 0.92%
- 1Y
- 5.03%
- 3Y*
- 4.78%
- 5Y*
- 0.51%
- 10Y*
- —
BTOT vs. HTRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BTOT iShares Total USD Fixed Income Market ETF | 1.10% | 0.12% |
HTRB Hartford Total Return Bond ETF | 1.05% | 0.13% |
Correlation
The correlation between BTOT and HTRB is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.95 |
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Return for Risk
BTOT vs. HTRB — Risk / Return Rank
BTOT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HTRB
BTOT vs. HTRB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total USD Fixed Income Market ETF (BTOT) and Hartford Total Return Bond ETF (HTRB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BTOT | HTRB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.79 | — |
| Martin ratioReturn relative to average drawdown | — | 5.02 | — |
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Drawdowns
BTOT vs. HTRB - Drawdown Comparison
The maximum BTOT drawdown since its inception was -2.36%, smaller than the maximum HTRB drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for BTOT and HTRB.
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Drawdown Indicators
| BTOT | HTRB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.36% | -19.48% | +17.12% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.82% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.52% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.48% | — |
Current DrawdownCurrent decline from peak | -0.48% | -0.77% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -0.79% | -4.79% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.01% | — |
Volatility
BTOT vs. HTRB - Volatility Comparison
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Volatility by Period
| BTOT | HTRB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.84% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.72% | 3.78% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.72% | 6.13% | -2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.72% | 5.56% | -1.84% |
BTOT vs. HTRB - Expense Ratio Comparison
BTOT has a 0.09% expense ratio, which is lower than HTRB's 0.29% expense ratio.
Dividends
BTOT vs. HTRB - Dividend Comparison
BTOT's dividend yield for the trailing twelve months is around 2.11%, less than HTRB's 4.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BTOT iShares Total USD Fixed Income Market ETF | 2.11% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTRB Hartford Total Return Bond ETF | 4.60% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% |
Frequently Asked Questions
With a correlation of 0.95, BTOT and HTRB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BTOT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BTOT is cheaper with a 0.09% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.60%, compared with 2.11% for BTOT.
BTOT is categorized as Total Bond Market, while HTRB is Intermediate Core-Plus Bond. They also come from different issuers: iShares and Hartford. Their fees differ too: 0.09% for BTOT and 0.29% for HTRB.
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