HFSI vs. AOK
HFSI (Hartford Strategic Income ETF) and AOK (iShares Core 30/70 Conservative Allocation ETF) are both exchange-traded funds - HFSI is a Multisector Bonds fund actively managed by Hartford, while AOK is a Diversified Portfolio fund tracking the S&P Target Risk Conservative Index. HFSI is actively managed, while AOK is passively managed. Over the past 3 years, HFSI returned 8.17%/yr vs 9.03%/yr for AOK. A 0.71 correlation means they provide meaningful diversification when combined. HFSI charges 0.49%/yr vs 0.15%/yr for AOK.
Performance
HFSI vs. AOK - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HFSI achieves a 1.45% return, which is significantly lower than AOK's 3.83% return.
HFSI
- 1D
- -0.02%
- 1M
- 0.82%
- YTD
- 1.45%
- 6M
- 1.51%
- 1Y
- 7.10%
- 3Y*
- 8.17%
- 5Y*
- —
- 10Y*
- —
AOK
- 1D
- -0.58%
- 1M
- 0.30%
- YTD
- 3.83%
- 6M
- 3.39%
- 1Y
- 11.04%
- 3Y*
- 9.03%
- 5Y*
- 3.59%
- 10Y*
- 5.20%
HFSI vs. AOK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HFSI Hartford Strategic Income ETF | 1.45% | 9.56% | 7.91% | 9.91% | -12.60% | -1.24% |
AOK iShares Core 30/70 Conservative Allocation ETF | 3.83% | 11.26% | 6.58% | 10.85% | -14.16% | 0.95% |
Correlation
The correlation between HFSI and AOK is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2021 | 0.71 |
The correlation between HFSI and AOK has been stable across timeframes, ranging from 0.67 to 0.73 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HFSI vs. AOK — Risk / Return Rank
HFSI
AOK
HFSI vs. AOK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Strategic Income ETF (HFSI) and iShares Core 30/70 Conservative Allocation ETF (AOK). 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.
| HFSI | AOK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.35 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 2.46 | -0.14 |
| Martin ratioReturn relative to average drawdown | 9.30 | 10.37 | -1.07 |
Loading charts...
Drawdowns
HFSI vs. AOK - Drawdown Comparison
The maximum HFSI drawdown since its inception was -19.34%, roughly equal to the maximum AOK drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for HFSI and AOK.
Loading charts...
Drawdown Indicators
| HFSI | AOK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.34% | -18.94% | -0.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -4.50% | +1.44% |
Max Drawdown (3Y)Largest decline over 3 years | -5.11% | -6.37% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.94% | — |
Current DrawdownCurrent decline from peak | -0.37% | -0.82% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -2.36% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 1.07% | -0.31% |
Volatility
HFSI vs. AOK - Volatility Comparison
The current volatility for Hartford Strategic Income ETF (HFSI) is 1.04%, while iShares Core 30/70 Conservative Allocation ETF (AOK) has a volatility of 2.25%. This indicates that HFSI experiences smaller price fluctuations and is considered to be less risky than AOK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HFSI | AOK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.04% | 2.25% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 4.85% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 6.01% | -2.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.96% | 7.15% | -2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.96% | 6.72% | -1.76% |
HFSI vs. AOK - Expense Ratio Comparison
HFSI has a 0.49% expense ratio, which is higher than AOK's 0.15% expense ratio.
Dividends
HFSI vs. AOK - Dividend Comparison
HFSI's dividend yield for the trailing twelve months is around 5.54%, more than AOK's 3.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOK iShares Core 30/70 Conservative Allocation ETF | 3.29% | 3.28% | 3.23% | 2.93% | 2.25% | 1.55% | 2.10% | 2.71% | 2.68% | 2.91% | 2.14% | 2.02% |
HFSI Hartford Strategic Income ETF | 5.54% | 5.67% | 6.51% | 5.77% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HFSI and AOK have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOK has higher volatility (2.25%) compared to HFSI (1.04%). In terms of maximum drawdown, HFSI dropped -19.34% vs AOK's -18.94%.
On 3-year performance, AOK leads with 9.03% vs 8.17% for HFSI. On fees, AOK is cheaper at 0.15% per year. On volatility, HFSI has been the lower-risk option at 1.04%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AOK has performed better with a 9.03% return vs 8.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOK is cheaper with a 0.15% expense ratio, compared with 0.49% for HFSI.
HFSI has the higher dividend yield at 5.54%, compared with 3.29% for AOK.
HFSI is categorized as Multisector Bonds, while AOK is Diversified Portfolio. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.49% for HFSI and 0.15% for AOK.
HFSI currently has the higher Sharpe Ratio (2.02 vs 1.84), 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.
Find the right allocation for HFSI and AOK
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer