HTRB vs. BLV
Compare and contrast key facts about Hartford Total Return Bond ETF (HTRB) and Vanguard Long-Term Bond ETF (BLV).
HTRB and BLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTRB is an actively managed fund by The Hartford. It was launched on Sep 27, 2017. BLV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTRB or BLV.
Correlation
The correlation between HTRB and BLV is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HTRB vs. BLV - Performance Comparison
Key characteristics
HTRB:
0.64
BLV:
-0.19
HTRB:
0.92
BLV:
-0.18
HTRB:
1.11
BLV:
0.98
HTRB:
0.29
BLV:
-0.07
HTRB:
1.88
BLV:
-0.44
HTRB:
1.86%
BLV:
4.79%
HTRB:
5.46%
BLV:
11.39%
HTRB:
-19.48%
BLV:
-38.29%
HTRB:
-7.01%
BLV:
-28.25%
Returns By Period
In the year-to-date period, HTRB achieves a 2.64% return, which is significantly higher than BLV's -2.74% return.
HTRB
2.64%
0.18%
1.23%
3.22%
0.35%
N/A
BLV
-2.74%
-0.56%
-1.17%
-2.40%
-3.08%
1.11%
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HTRB vs. BLV - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than BLV's 0.04% expense ratio.
Risk-Adjusted Performance
HTRB vs. BLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and Vanguard Long-Term Bond ETF (BLV). 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.
Dividends
HTRB vs. BLV - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.32%, less than BLV's 4.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 4.32% | 3.86% | 3.07% | 4.22% | 4.79% | 6.30% | 2.38% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
BLV Vanguard Long-Term Bond ETF | 4.58% | 4.06% | 4.17% | 3.37% | 5.84% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% | 3.90% | 4.85% |
Drawdowns
HTRB vs. BLV - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, smaller than the maximum BLV drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for HTRB and BLV. For additional features, visit the drawdowns tool.
Volatility
HTRB vs. BLV - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.31%, while Vanguard Long-Term Bond ETF (BLV) has a volatility of 3.44%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than BLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.