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. With a 0.96 correlation, they move nearly in lockstep. 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 0.26% return, which is significantly lower than BTOT's 0.39% return.
HTRB
- 1D
- -0.24%
- 1M
- 0.29%
- YTD
- 0.26%
- 6M
- 0.10%
- 1Y
- 5.77%
- 3Y*
- 4.63%
- 5Y*
- 0.40%
- 10Y*
- —
BTOT
- 1D
- -0.21%
- 1M
- 0.29%
- YTD
- 0.39%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HTRB vs. BTOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HTRB Hartford Total Return Bond ETF | 0.26% | 0.19% |
BTOT iShares Total USD Fixed Income Market ETF | 0.39% | 0.31% |
Correlation
The correlation between HTRB and BTOT is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 12, 2025 | 0.96 |
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Return for Risk
HTRB vs. BTOT — Risk / Return Rank
HTRB
BTOT
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.
| HTRB | BTOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.27 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | — | — |
| Martin ratioReturn relative to average drawdown | 6.09 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTRB | BTOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.41 | -0.02 |
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 | -1.55% | -1.18% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -0.77% | -4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | — | — |
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 | 1.28% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 3.70% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 3.70% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 3.70% | +1.87% |
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 4.63%, more than BTOT's 2.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BTOT iShares Total USD Fixed Income Market ETF | 2.13% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTRB Hartford Total Return Bond ETF | 4.63% | 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 0.96, 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 4.63%, compared with 2.13% 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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