HTRB vs. AOM
HTRB (Hartford Total Return Bond ETF) and AOM (iShares Core Moderate Allocation ETF) are both exchange-traded funds - HTRB is a Intermediate Core-Plus Bond fund actively managed by Hartford, while AOM is a Diversified Portfolio fund tracking the S&P Target Risk Moderate. HTRB is actively managed, while AOM is passively managed. Over the past 5 years, HTRB returned 0.51%/yr vs 4.70%/yr for AOM. At a 0.38 correlation, their price movements are largely independent. HTRB charges 0.29%/yr vs 0.25%/yr for AOM.
Performance
HTRB vs. AOM - Performance Comparison
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Returns By Period
In the year-to-date period, HTRB achieves a 1.05% return, which is significantly lower than AOM's 4.79% return.
HTRB
- 1D
- 0.07%
- 1M
- 0.92%
- YTD
- 1.05%
- 6M
- 0.92%
- 1Y
- 5.03%
- 3Y*
- 4.78%
- 5Y*
- 0.51%
- 10Y*
- —
AOM
- 1D
- 0.22%
- 1M
- -0.06%
- YTD
- 4.79%
- 6M
- 4.29%
- 1Y
- 12.57%
- 3Y*
- 10.68%
- 5Y*
- 4.70%
- 10Y*
- 6.41%
HTRB vs. AOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 1.05% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 0.97% |
AOM iShares Core Moderate Allocation ETF | 4.79% | 13.28% | 7.95% | 12.38% | -14.54% | 6.93% | 10.02% | 15.58% | -3.88% | 2.75% |
Correlation
The correlation between HTRB and AOM is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2017 | 0.38 |
Over the past year, HTRB and AOM have become more correlated (0.58) than their long-term average of 0.38, meaning their price movements have been converging.
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Return for Risk
HTRB vs. AOM — Risk / Return Rank
HTRB
AOM
HTRB vs. AOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares Core Moderate Allocation ETF (AOM). 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.
| HTRB | AOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.34 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.47 | -0.68 |
| Martin ratioReturn relative to average drawdown | 5.02 | 10.61 | -5.59 |
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Drawdowns
HTRB vs. AOM - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, roughly equal to the maximum AOM drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for HTRB and AOM.
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Drawdown Indicators
| HTRB | AOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -19.96% | +0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -5.11% | +2.29% |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | -6.85% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -19.96% | +0.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.96% | — |
Current DrawdownCurrent decline from peak | -0.77% | -0.66% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -2.69% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 1.19% | -0.18% |
Volatility
HTRB vs. AOM - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.07%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 2.71%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTRB | AOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 2.71% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 5.70% | -2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 6.89% | -3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.13% | 8.21% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.56% | 7.94% | -2.38% |
HTRB vs. AOM - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than AOM's 0.25% expense ratio.
Dividends
HTRB vs. AOM - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.60%, more than AOM's 2.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOM iShares Core Moderate Allocation ETF | 2.99% | 2.98% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% |
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% | 0.00% | 0.00% |
Frequently Asked Questions
HTRB and AOM have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOM has higher volatility (2.71%) compared to HTRB (1.07%). In terms of maximum drawdown, HTRB dropped -19.48% vs AOM's -19.96%.
On 5-year performance, AOM leads with 4.70% vs 0.51% for HTRB. On fees, AOM is cheaper at 0.25% per year. On volatility, HTRB has been the lower-risk option at 1.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AOM has performed better with a 4.70% return vs 0.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AOM is cheaper with a 0.25% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.60%, compared with 2.99% for AOM.
HTRB is categorized as Intermediate Core-Plus Bond, while AOM is Diversified Portfolio. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.29% for HTRB and 0.25% for AOM.
AOM currently has the higher Sharpe Ratio (1.83 vs 1.34), 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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