HTRB vs. EUSB
HTRB (Hartford Total Return Bond ETF) and EUSB (iShares ESG Advanced Total USD Bond Market ETF) are both Intermediate Core-Plus Bond funds. HTRB is actively managed, while EUSB is passively managed. Over the past 5 years, HTRB returned 0.40%/yr vs 0.34%/yr for EUSB. Their correlation of 0.90 suggests significant overlap in exposure. HTRB charges 0.29%/yr vs 0.12%/yr for EUSB.
Performance
HTRB vs. EUSB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HTRB achieves a 0.26% return, which is significantly higher than EUSB's 0.13% return.
HTRB
- 1D
- -0.24%
- 1M
- 0.29%
- YTD
- 0.26%
- 6M
- 0.10%
- 1Y
- 5.77%
- 3Y*
- 4.63%
- 5Y*
- 0.40%
- 10Y*
- —
EUSB
- 1D
- -0.20%
- 1M
- 0.27%
- YTD
- 0.13%
- 6M
- 0.19%
- 1Y
- 5.15%
- 3Y*
- 4.27%
- 5Y*
- 0.34%
- 10Y*
- —
HTRB vs. EUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 0.26% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 3.32% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | 0.13% | 7.45% | 1.83% | 5.80% | -12.81% | -1.29% | 1.68% |
Correlation
The correlation between HTRB and EUSB 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 (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2020 | 0.90 |
The correlation between HTRB and EUSB has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HTRB vs. EUSB — Risk / Return Rank
HTRB
EUSB
HTRB vs. EUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). 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 | EUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.09 | -0.03 |
| Martin ratioReturn relative to average drawdown | 6.09 | 6.26 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| HTRB | EUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.45 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.06 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.04 | +0.35 |
Drawdowns
HTRB vs. EUSB - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than EUSB's maximum drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for HTRB and EUSB.
Loading charts...
Drawdown Indicators
| HTRB | EUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -17.87% | -1.61% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -2.48% | -0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | -5.76% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -17.45% | -2.03% |
Current DrawdownCurrent decline from peak | -1.55% | -1.36% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -6.50% | +1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.82% | +0.13% |
Volatility
HTRB vs. EUSB - Volatility Comparison
Hartford Total Return Bond ETF (HTRB) has a higher volatility of 1.28% compared to iShares ESG Advanced Total USD Bond Market ETF (EUSB) at 1.17%. This indicates that HTRB's price experiences larger fluctuations and is considered to be riskier than EUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HTRB | EUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 1.17% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 2.49% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 3.57% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 5.77% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 5.41% | +0.16% |
HTRB vs. EUSB - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than EUSB's 0.12% expense ratio.
Dividends
HTRB vs. EUSB - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.63%, more than EUSB's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.97% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% | 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 EUSB 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.
HTRB has higher volatility (1.28%) compared to EUSB (1.17%). In terms of maximum drawdown, HTRB dropped -19.48% vs EUSB's -17.87%.
On 5-year performance, HTRB leads with 0.40% vs 0.34% for EUSB. On fees, EUSB is cheaper at 0.12% per year. On volatility, EUSB has been the lower-risk option at 1.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, HTRB has performed better with a 0.40% return vs 0.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EUSB is cheaper with a 0.12% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.63%, compared with 3.97% for EUSB.
They also come from different issuers: Hartford and iShares. Their fees differ too: 0.29% for HTRB and 0.12% for EUSB.
HTRB currently has the higher Sharpe Ratio (1.51 vs 1.45), 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.
Find the right allocation for HTRB and EUSB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer