HTRB vs. BTOT
HTRB (Hartford Total Return Bond ETF) and BTOT (iShares Total USD Fixed Income Market ETF) are both exchange-traded funds - HTRB is a Intermediate Core-Plus Bond fund actively managed by Hartford, while BTOT is a Total Bond Market fund tracking the Bloomberg US Total Fixed Income Market Index. HTRB is actively managed, while BTOT is passively managed. Their correlation of 0.95 suggests significant overlap in exposure. HTRB charges 0.29%/yr vs 0.09%/yr for BTOT.
Performance
HTRB vs. BTOT - Performance Comparison
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Returns By Period
In the year-to-date period, HTRB achieves a 0.38% return, which is significantly lower than BTOT's 0.40% return.
HTRB
- 1D
- 0.03%
- 1M
- -0.44%
- 6M
- -0.06%
- YTD
- 0.38%
- 1Y
- 4.91%
- 3Y*
- 4.53%
- 5Y*
- 0.19%
- 10Y*
- —
BTOT
- 1D
- -0.11%
- 1M
- -0.42%
- 6M
- 0.12%
- YTD
- 0.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTRB vs. BTOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HTRB Hartford Total Return Bond ETF | 0.38% | 0.13% |
BTOT iShares Total USD Fixed Income Market ETF | 0.40% | 0.12% |
Correlation
The correlation between HTRB and BTOT is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.95 |
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Return for Risk
HTRB vs. BTOT — Risk / Return Rank
HTRB
BTOT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HTRB vs. BTOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares Total USD Fixed Income Market ETF (BTOT). 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 | BTOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | — | — |
| Martin ratioReturn relative to average drawdown | 4.75 | — | — |
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Drawdowns
HTRB vs. BTOT - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than BTOT's maximum drawdown of -2.36%. Use the drawdown chart below to compare losses from any high point for HTRB and BTOT.
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Drawdown Indicators
| HTRB | BTOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -2.36% | -17.12% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | — | — |
Current DrawdownCurrent decline from peak | -1.43% | -1.18% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -0.81% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | — | — |
Volatility
HTRB vs. BTOT - Volatility Comparison
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Volatility by Period
| HTRB | BTOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.75% | 3.65% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 3.65% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.55% | 3.65% | +1.90% |
HTRB vs. BTOT - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than BTOT's 0.09% expense ratio.
Dividends
HTRB vs. BTOT - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.69%, more than BTOT's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BTOT iShares Total USD Fixed Income Market ETF | 2.50% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTRB Hartford Total Return Bond ETF | 4.69% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% |
Frequently Asked Questions
With a correlation of 0.95, HTRB and BTOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, BTOT is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BTOT is cheaper with a 0.09% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.69%, compared with 2.50% for BTOT.
HTRB is categorized as Intermediate Core-Plus Bond, while BTOT is Total Bond Market. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.29% for HTRB and 0.09% for BTOT.
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