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HBDC vs. FLRN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HBDC vs. FLRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hilton BDC Corporate Bond ETF (HBDC) and SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HBDC achieves a 0.33% return, which is significantly lower than FLRN's 1.87% return.


HBDC

1D
0.00%
1M
0.53%
YTD
0.33%
6M
0.94%
1Y
3Y*
5Y*
10Y*

FLRN

1D
0.03%
1M
0.45%
YTD
1.87%
6M
2.19%
1Y
4.88%
3Y*
5.67%
5Y*
4.19%
10Y*
3.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HBDC vs. FLRN - Yearly Performance Comparison


Correlation

The correlation between HBDC and FLRN is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 12, 2025

0.17

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Return for Risk

HBDC vs. FLRN — Risk / Return Rank

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

HBDC

FLRN
FLRN Risk / Return Rank: 9999
Overall Rank
FLRN Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FLRN Sortino Ratio Rank: 9999
Sortino Ratio Rank
FLRN Omega Ratio Rank: 9999
Omega Ratio Rank
FLRN Calmar Ratio Rank: 9999
Calmar Ratio Rank
FLRN Martin Ratio Rank: 9999
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.

HBDC vs. FLRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hilton BDC Corporate Bond ETF (HBDC) and SPDR Bloomberg Barclays Investment Grade Floating Rate ETF (FLRN). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HBDC vs. FLRN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


HBDCFLRNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

1.04

0.50

+0.54

Drawdowns

HBDC vs. FLRN - Drawdown Comparison

The maximum HBDC drawdown since its inception was -2.96%, smaller than the maximum FLRN drawdown of -14.64%. Use the drawdown chart below to compare losses from any high point for HBDC and FLRN.


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Drawdown Indicators


HBDCFLRNDifference

Max Drawdown

Largest peak-to-trough decline

-2.96%

-14.64%

+11.68%

Max Drawdown (1Y)

Largest decline over 1 year

-0.23%

Max Drawdown (3Y)

Largest decline over 3 years

-1.43%

Max Drawdown (5Y)

Largest decline over 5 years

-2.16%

Max Drawdown (10Y)

Largest decline over 10 years

-14.64%

Current Drawdown

Current decline from peak

-0.31%

0.00%

-0.31%

Average Drawdown

Average peak-to-trough decline

-0.68%

-1.83%

+1.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.04%

Volatility

HBDC vs. FLRN - Volatility Comparison


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Volatility by Period


HBDCFLRNDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.15%

Volatility (6M)

Calculated over the trailing 6-month period

0.52%

Volatility (1Y)

Calculated over the trailing 1-year period

2.99%

0.68%

+2.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.99%

1.69%

+1.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.99%

4.20%

-1.21%

HBDC vs. FLRN - Expense Ratio Comparison

HBDC has a 0.39% expense ratio, which is higher than FLRN's 0.15% expense ratio.


Dividends

HBDC vs. FLRN - Dividend Comparison

HBDC's dividend yield for the trailing twelve months is around 4.51%, which matches FLRN's 4.51% yield.


PositionTTM20252024202320222021202020192018201720162015
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
4.51%4.89%5.67%5.68%1.95%0.39%1.22%2.76%2.39%1.64%1.06%0.63%
HBDC
Hilton BDC Corporate Bond ETF
4.51%2.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HBDC and FLRN have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FLRN is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FLRN is cheaper with a 0.15% expense ratio, compared with 0.39% for HBDC.

HBDC and FLRN have nearly identical dividend yields, around 4.51%.

They also come from different issuers: Hilton and State Street. Their fees differ too: 0.39% for HBDC and 0.15% for FLRN.

Portfolio Optimizer

Find the right allocation for HBDC and FLRN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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