HTRB vs. ILTB
HTRB (Hartford Total Return Bond ETF) and ILTB (iShares Core 10+ Year USD Bond ETF) are both exchange-traded funds - HTRB is a Intermediate Core-Plus Bond fund actively managed by Hartford, while ILTB is a Long-Term Bond fund tracking the Bloomberg U.S. Universal 10+ Year Index (USD). HTRB is actively managed, while ILTB is passively managed. Over the past 5 years, HTRB returned -0.13%/yr vs -4.50%/yr for ILTB. Their correlation of 0.80 means they have usually moved in the same direction. HTRB charges 0.29%/yr vs 0.06%/yr for ILTB.
Performance
HTRB vs. ILTB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HTRB achieves a -0.63% return, which is significantly higher than ILTB's -2.69% return.
HTRB
- 1D
- -0.32%
- 1M
- -1.39%
- 6M
- -0.94%
- YTD
- -0.63%
- 1Y
- 2.16%
- 3Y*
- 4.49%
- 5Y*
- -0.13%
- 10Y*
- —
- ALL TIME*
- 2.04%
ILTB
- 1D
- -0.46%
- 1M
- -3.52%
- 6M
- -2.81%
- YTD
- -2.69%
- 1Y
- 0.14%
- 3Y*
- 2.14%
- 5Y*
- -4.50%
- 10Y*
- 0.60%
- ALL TIME*
- 3.69%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.66M | $5.95M | $7.92M | |
| $1.80M | $1.79M | $2.53M |
HTRB vs. ILTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | -0.63% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 0.97% |
ILTB iShares Core 10+ Year USD Bond ETF | -2.69% | 7.22% | -3.00% | 8.04% | -26.62% | -2.67% | 16.10% | 19.61% | -5.10% | 3.04% |
Correlation
The correlation between HTRB and ILTB is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2017 | 0.80 |
The correlation between HTRB and ILTB shifts across timeframes, from 0.80 (all time) to 0.93 (3 years), reflecting how their relationship changes across market environments.
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. ILTB — Risk / Return Rank
HTRB
ILTB
HTRB vs. ILTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares Core 10+ Year USD Bond ETF (ILTB). 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 | ILTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.03 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.16 | +0.91 |
| Martin ratioReturn relative to average drawdown | 2.71 | 0.37 | +2.34 |
Loading charts...
Drawdowns
HTRB vs. ILTB - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, smaller than the maximum ILTB drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for HTRB and ILTB.
Loading charts...
Drawdown Indicators
| HTRB | ILTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -36.88% | +17.40% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -5.60% | +2.78% |
Max Drawdown (3Y)Largest decline over 3 years | -5.29% | -11.33% | +6.04% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -35.22% | +15.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.88% | — |
Current DrawdownCurrent decline from peak | -2.42% | -23.63% | +21.21% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -10.03% | +5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 2.46% | -1.34% |
Volatility
HTRB vs. ILTB - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.15%, while iShares Core 10+ Year USD Bond ETF (ILTB) has a volatility of 2.05%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than ILTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HTRB | ILTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 2.05% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 3.03% | 5.86% | -2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.79% | 7.62% | -3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 12.59% | -6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.54% | 11.54% | -6.00% |
HTRB vs. ILTB - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than ILTB's 0.06% expense ratio.
Dividends
HTRB vs. ILTB - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.75%, less than ILTB's 5.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 4.75% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% | 0.00% | 0.00% |
ILTB iShares Core 10+ Year USD Bond ETF | 4.70% | 4.83% | 4.91% | 4.38% | 4.31% | 3.04% | 3.32% | 3.45% | 4.13% | 3.97% | 3.99% | 4.20% |
Frequently Asked Questions
With a correlation of 0.92, HTRB and ILTB 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.
ILTB has higher volatility (2.05%) compared to HTRB (1.15%). In terms of maximum drawdown, HTRB dropped -19.48% vs ILTB's -36.88%.
On 5-year performance, HTRB leads with -0.13% vs -4.50% for ILTB. On fees, ILTB is cheaper at 0.06% per year. On volatility, HTRB has been the lower-risk option at 1.15%. 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 -0.13% return vs -4.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILTB is cheaper with a 0.06% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.75%, compared with 4.70% for ILTB.
HTRB is categorized as Intermediate Core-Plus Bond, while ILTB is Long-Term Bond. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.29% for HTRB and 0.06% for ILTB.
HTRB currently has the higher Sharpe Ratio (0.80 vs 0.12), 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 ILTB
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