Correlation
The correlation between HTRB and ILTB is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
HTRB vs. ILTB
Compare and contrast key facts about Hartford Total Return Bond ETF (HTRB) and iShares Core 10+ Year USD Bond ETF (ILTB).
HTRB and ILTB 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. ILTB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Long Government/Credit Bond Index. It was launched on Dec 8, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTRB or ILTB.
Performance
HTRB vs. ILTB - Performance Comparison
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Key characteristics
HTRB:
1.03
ILTB:
0.32
HTRB:
1.19
ILTB:
0.27
HTRB:
1.15
ILTB:
1.03
HTRB:
0.42
ILTB:
0.06
HTRB:
1.82
ILTB:
0.29
HTRB:
2.47%
ILTB:
5.72%
HTRB:
5.37%
ILTB:
11.62%
HTRB:
-19.48%
ILTB:
-37.03%
HTRB:
-5.81%
ILTB:
-26.46%
Returns By Period
In the year-to-date period, HTRB achieves a 1.57% return, which is significantly higher than ILTB's 0.70% return.
HTRB
1.57%
-1.21%
0.39%
5.48%
1.88%
-0.30%
N/A
ILTB
0.70%
-2.29%
-3.20%
3.70%
-1.94%
-4.44%
1.61%
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HTRB vs. ILTB - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than ILTB's 0.06% expense ratio.
Risk-Adjusted Performance
HTRB vs. ILTB — Risk-Adjusted Performance Rank
HTRB
ILTB
HTRB vs. ILTB - Risk-Adjusted Performance 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.
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Dividends
HTRB vs. ILTB - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.94%, which matches ILTB's 4.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 4.94% | 4.45% | 3.87% | 3.08% | 4.22% | 4.52% | 6.30% | 2.37% | 0.67% | 0.00% | 0.00% | 0.00% |
ILTB iShares Core 10+ Year USD Bond ETF | 4.97% | 4.91% | 4.38% | 4.31% | 3.04% | 3.08% | 3.45% | 4.13% | 3.97% | 3.99% | 4.20% | 3.62% |
Drawdowns
HTRB vs. ILTB - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, smaller than the maximum ILTB drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for HTRB and ILTB.
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Volatility
HTRB vs. ILTB - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.55%, while iShares Core 10+ Year USD Bond ETF (ILTB) has a volatility of 3.12%. 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.
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