HTRB vs. BYLD
Compare and contrast key facts about Hartford Total Return Bond ETF (HTRB) and iShares Yield Optimized Bond ETF (BYLD).
HTRB and BYLD 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. BYLD is a passively managed fund by iShares that tracks the performance of the Morningstar U.S. Bond Market Yield-Optimized Index. It was launched on Apr 22, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTRB or BYLD.
Correlation
The correlation between HTRB and BYLD is 0.67, 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.
Performance
HTRB vs. BYLD - Performance Comparison
Key characteristics
HTRB:
0.64
BYLD:
1.06
HTRB:
0.92
BYLD:
1.52
HTRB:
1.11
BYLD:
1.19
HTRB:
0.29
BYLD:
0.89
HTRB:
1.88
BYLD:
5.34
HTRB:
1.86%
BYLD:
0.88%
HTRB:
5.46%
BYLD:
4.46%
HTRB:
-19.48%
BYLD:
-14.75%
HTRB:
-7.01%
BYLD:
-1.78%
Returns By Period
In the year-to-date period, HTRB achieves a 2.64% return, which is significantly lower than BYLD's 4.08% return.
HTRB
2.64%
0.18%
1.23%
3.22%
0.35%
N/A
BYLD
4.08%
-0.23%
2.57%
4.57%
0.91%
2.52%
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HTRB vs. BYLD - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than BYLD's 0.20% expense ratio.
Risk-Adjusted Performance
HTRB vs. BYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares Yield Optimized Bond ETF (BYLD). 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. BYLD - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.32%, less than BYLD's 5.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BYLD iShares Yield Optimized Bond ETF | 5.21% | 4.81% | 3.39% | 2.18% | 3.41% | 3.68% | 4.22% | 3.22% | 3.14% | 3.36% | 2.12% |
Drawdowns
HTRB vs. BYLD - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than BYLD's maximum drawdown of -14.75%. Use the drawdown chart below to compare losses from any high point for HTRB and BYLD. For additional features, visit the drawdowns tool.
Volatility
HTRB vs. BYLD - Volatility Comparison
Hartford Total Return Bond ETF (HTRB) and iShares Yield Optimized Bond ETF (BYLD) have volatilities of 1.31% and 1.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.