HSRT vs. HFSI
Compare and contrast key facts about Hartford AAA CLO ETF (HSRT) and Hartford Strategic Income ETF (HFSI).
HSRT and HFSI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HSRT is a passively managed fund by Hartford that tracks the performance of the JP Morgan CLOIE AAA Index. It was launched on May 30, 2018. HFSI is an actively managed fund by Hartford. It was launched on Sep 21, 2021.
Performance
HSRT vs. HFSI - Performance Comparison
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HSRT vs. HFSI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
HSRT Hartford AAA CLO ETF | 0.00% | 0.60% | 6.44% | 7.52% | -4.40% | -0.33% |
HFSI Hartford Strategic Income ETF | -0.82% | 9.56% | 7.91% | 9.91% | -12.60% | -1.57% |
Returns By Period
HSRT
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HFSI
- 1D
- 0.17%
- 1M
- -2.01%
- YTD
- -0.82%
- 6M
- 0.42%
- 1Y
- 6.40%
- 3Y*
- 7.46%
- 5Y*
- —
- 10Y*
- —
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HSRT vs. HFSI - Expense Ratio Comparison
HSRT has a 0.24% expense ratio, which is lower than HFSI's 0.49% expense ratio.
Return for Risk
HSRT vs. HFSI — Risk / Return Rank
HSRT
HFSI
HSRT vs. HFSI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford AAA CLO ETF (HSRT) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| HSRT | HFSI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.46 | — |
Correlation
The correlation between HSRT and HFSI is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HSRT vs. HFSI - Dividend Comparison
HSRT has not paid dividends to shareholders, while HFSI's dividend yield for the trailing twelve months is around 5.65%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HSRT Hartford AAA CLO ETF | 0.00% | 1.29% | 6.37% | 3.98% | 2.67% | 2.23% | 2.88% | 3.50% | 1.62% |
HFSI Hartford Strategic Income ETF | 5.65% | 5.67% | 6.51% | 5.77% | 4.87% | 0.71% | 0.00% | 0.00% | 0.00% |
Drawdowns
HSRT vs. HFSI - Drawdown Comparison
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Drawdown Indicators
| HSRT | HFSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -19.34% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.54% | — |
Current DrawdownCurrent decline from peak | — | -2.32% | — |
Average DrawdownAverage peak-to-trough decline | — | -5.91% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.91% | — |
Volatility
HSRT vs. HFSI - Volatility Comparison
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Volatility by Period
| HSRT | HFSI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.64% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.38% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 4.27% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 5.01% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 5.01% | — |