HTRB vs. HYMU

Last updated Apr 2, 2026

Compare and contrast key facts about Hartford Total Return Bond ETF (HTRB) and BlackRock High Yield Muni Income Bond ETF (HYMU).

HTRB and HYMU 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 Hartford. It was launched on Sep 27, 2017. HYMU is an actively managed fund by BlackRock. It was launched on Mar 16, 2021.

Performance

HTRB vs. HYMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Total Return Bond ETF (HTRB) and BlackRock High Yield Muni Income Bond ETF (HYMU). The values are adjusted to include any dividend payments, if applicable.

HTRB vs. HYMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
HTRB Hartford Total Return Bond ETF	-0.06%	7.38%	2.35%	7.15%	-14.36%	2.86%
HYMU BlackRock High Yield Muni Income Bond ETF	0.29%	2.58%	6.99%	9.67%	-15.96%	6.71%

Returns By Period

In the year-to-date period, HTRB achieves a -0.06% return, which is significantly lower than HYMU's 0.29% return.

HTRB

• 1D: 0.15%
• 1M: -1.41%
• YTD: -0.06%
• 6M: 0.62%
• 1Y: 4.21%
• 3Y*: 4.28%
• 5Y*: 0.53%
• 10Y*: —

HYMU

• 1D: 0.50%
• 1M: -1.14%
• YTD: 0.29%
• 6M: 1.40%
• 1Y: 1.57%
• 3Y*: 5.45%
• 5Y*: 1.45%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HTRB vs. HYMU - Expense Ratio Comparison

HTRB has a 0.29% expense ratio, which is lower than HYMU's 0.35% expense ratio.

HYMU

BlackRock High Yield Muni Income Bond ETF

HTRB

Hartford Total Return Bond ETF

Return for Risk

HTRB vs. HYMU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTRB

HTRB Risk / Return Rank: 47
HTRB Sharpe Ratio Rank: 50
HTRB Sortino Ratio Rank: 46
HTRB Omega Ratio Rank: 41
HTRB Calmar Ratio Rank: 57
HTRB Martin Ratio Rank: 43

HYMU

HYMU Risk / Return Rank: 18
HYMU Sharpe Ratio Rank: 16
HYMU Sortino Ratio Rank: 14
HYMU Omega Ratio Rank: 18
HYMU Calmar Ratio Rank: 18
HYMU Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTRB vs. HYMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and BlackRock High Yield Muni Income Bond ETF (HYMU). 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	HYMU	Difference
Sharpe ratio Return per unit of total volatility	0.95	0.20	+0.75
Sortino ratio Return per unit of downside risk	1.33	0.30	+1.04
Omega ratio Gain probability vs. loss probability	1.17	1.07	+0.11
Calmar ratio Return relative to maximum drawdown	1.57	0.31	+1.26
Martin ratio Return relative to average drawdown	4.48	1.53	+2.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

HTRB vs. HYMU - Sharpe Ratio Comparison

The current HTRB Sharpe Ratio is 0.95, which is higher than the HYMU Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of HTRB and HYMU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	HTRB	HYMU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.95	0.20	+0.75
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	0.21	-0.12
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.23	+0.17

Correlation

The correlation between HTRB and HYMU is 0.57, 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.

Dividends

HTRB vs. HYMU - Dividend Comparison

HTRB's dividend yield for the trailing twelve months is around 4.67%, more than HYMU's 4.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
HTRB Hartford Total Return Bond ETF	4.67%	4.66%	4.45%	3.87%	3.08%	4.22%	4.79%	6.30%	2.37%	0.96%
HYMU BlackRock High Yield Muni Income Bond ETF	4.51%	4.55%	4.35%	4.35%	4.01%	2.97%	0.00%	0.00%	0.00%	0.00%

Drawdowns

HTRB vs. HYMU - Drawdown Comparison

The maximum HTRB drawdown since its inception was -19.48%, smaller than the maximum HYMU drawdown of -22.55%. Use the drawdown chart below to compare losses from any high point for HTRB and HYMU.

Drawdown Indicators

	HTRB	HYMU	Difference
Max Drawdown Largest peak-to-trough decline	-19.48%	-22.55%	+3.07%
Max Drawdown (1Y) Largest decline over 1 year	-2.87%	-6.54%	+3.67%
Max Drawdown (5Y) Largest decline over 5 years	-19.48%	-22.55%	+3.07%
Current Drawdown Current decline from peak	-1.86%	-1.39%	-0.47%
Average Drawdown Average peak-to-trough decline	-4.88%	-6.97%	+2.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.01%	1.37%	-0.36%

Volatility

HTRB vs. HYMU - Volatility Comparison

Hartford Total Return Bond ETF (HTRB) has a higher volatility of 1.74% compared to BlackRock High Yield Muni Income Bond ETF (HYMU) at 1.29%. This indicates that HTRB's price experiences larger fluctuations and is considered to be riskier than HYMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HTRB	HYMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.74%	1.29%	+0.45%
Volatility (6M) Calculated over the trailing 6-month period	2.62%	1.81%	+0.81%
Volatility (1Y) Calculated over the trailing 1-year period	4.46%	7.95%	-3.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.11%	7.08%	-0.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.60%	7.05%	-1.45%