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EMHC vs. HFSI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMHC vs. HFSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and Hartford Strategic Income ETF (HFSI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMHC achieves a 1.57% return, which is significantly higher than HFSI's 1.38% return.


EMHC

1D
-0.32%
1M
1.13%
YTD
1.57%
6M
1.74%
1Y
11.54%
3Y*
8.74%
5Y*
1.55%
10Y*

HFSI

1D
-0.20%
1M
0.87%
YTD
1.38%
6M
1.51%
1Y
8.47%
3Y*
8.37%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMHC vs. HFSI - Yearly Performance Comparison


2026 (YTD)20252024202320222021
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
1.57%14.07%3.52%10.06%-17.75%-1.78%
HFSI
Hartford Strategic Income ETF
1.38%9.56%7.91%9.91%-12.60%-1.57%

Correlation

The correlation between EMHC and HFSI is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.72

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2021

0.74

The correlation between EMHC and HFSI has been stable across timeframes, ranging from 0.72 to 0.80 - a consistent structural relationship.

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Return for Risk

EMHC vs. HFSI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EMHC
EMHC Risk / Return Rank: 6464
Overall Rank
EMHC Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EMHC Sortino Ratio Rank: 7171
Sortino Ratio Rank
EMHC Omega Ratio Rank: 6868
Omega Ratio Rank
EMHC Calmar Ratio Rank: 5353
Calmar Ratio Rank
EMHC Martin Ratio Rank: 6262
Martin Ratio Rank

HFSI
HFSI Risk / Return Rank: 6868
Overall Rank
HFSI Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
HFSI Sortino Ratio Rank: 7878
Sortino Ratio Rank
HFSI Omega Ratio Rank: 7676
Omega Ratio Rank
HFSI Calmar Ratio Rank: 5555
Calmar Ratio Rank
HFSI Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EMHC vs. HFSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and Hartford Strategic Income ETF (HFSI). 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.


EMHCHFSIDifference
Sharpe ratioReturn per unit of total volatility

-0.23

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.41

1.46

-0.05

Calmar ratioReturn relative to maximum drawdown

2.65

2.78

-0.13

Martin ratioReturn relative to average drawdown

11.09

11.13

-0.04

EMHC vs. HFSI - Sharpe Ratio Comparison

The current EMHC Sharpe Ratio is 2.14, which is comparable to the HFSI Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of EMHC and HFSI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EMHCHFSIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

2.37

-0.23

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.55

-0.33

Drawdowns

EMHC vs. HFSI - Drawdown Comparison

The maximum EMHC drawdown since its inception was -28.03%, which is greater than HFSI's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for EMHC and HFSI.


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Drawdown Indicators


EMHCHFSIDifference

Max Drawdown

Largest peak-to-trough decline

-28.03%

-19.34%

-8.69%

Max Drawdown (1Y)

Largest decline over 1 year

-4.37%

-3.06%

-1.31%

Max Drawdown (3Y)

Largest decline over 3 years

-7.67%

-5.11%

-2.56%

Max Drawdown (5Y)

Largest decline over 5 years

-28.03%

Current Drawdown

Current decline from peak

-0.32%

-0.20%

-0.12%

Average Drawdown

Average peak-to-trough decline

-9.91%

-5.72%

-4.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

0.76%

+0.28%

Volatility

EMHC vs. HFSI - Volatility Comparison

SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) has a higher volatility of 1.89% compared to Hartford Strategic Income ETF (HFSI) at 1.13%. This indicates that EMHC's price experiences larger fluctuations and is considered to be riskier than HFSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMHCHFSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.89%

1.13%

+0.76%

Volatility (6M)

Calculated over the trailing 6-month period

4.16%

2.52%

+1.64%

Volatility (1Y)

Calculated over the trailing 1-year period

5.43%

3.58%

+1.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.06%

4.97%

+4.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.96%

4.97%

+3.99%

EMHC vs. HFSI - Expense Ratio Comparison

EMHC has a 0.23% expense ratio, which is lower than HFSI's 0.49% expense ratio.


Dividends

EMHC vs. HFSI - Dividend Comparison

EMHC's dividend yield for the trailing twelve months is around 6.11%, more than HFSI's 5.54% yield.


PositionTTM20252024202320222021
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
6.11%6.16%5.95%5.12%5.11%2.97%
HFSI
Hartford Strategic Income ETF
5.54%5.67%6.51%5.77%4.87%0.71%

Frequently Asked Questions


EMHC and HFSI have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EMHC has higher volatility (1.89%) compared to HFSI (1.13%). In terms of maximum drawdown, EMHC dropped -28.03% vs HFSI's -19.34%.

On 3-year performance, EMHC leads with 8.74% vs 8.37% for HFSI. On fees, EMHC is cheaper at 0.23% per year. On volatility, HFSI has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, EMHC has performed better with a 8.74% return vs 8.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EMHC is cheaper with a 0.23% expense ratio, compared with 0.49% for HFSI.

EMHC has the higher dividend yield at 6.11%, compared with 5.54% for HFSI.

EMHC is categorized as Emerging Markets Bonds, while HFSI is Multisector Bonds. They also come from different issuers: State Street and Hartford. Their fees differ too: 0.23% for EMHC and 0.49% for HFSI.

HFSI currently has the higher Sharpe Ratio (2.37 vs 2.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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