HTRB vs. IMTB
HTRB (Hartford Total Return Bond ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. HTRB is actively managed, while IMTB is passively managed. Over the past 5 years, HTRB returned 0.42%/yr vs 0.58%/yr for IMTB. A 0.76 correlation means they provide meaningful diversification when combined. HTRB charges 0.29%/yr vs 0.06%/yr for IMTB.
Performance
HTRB vs. IMTB - Performance Comparison
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Returns By Period
In the year-to-date period, HTRB achieves a 0.35% return, which is significantly higher than IMTB's 0.14% return.
HTRB
- 1D
- 0.09%
- 1M
- 0.20%
- YTD
- 0.35%
- 6M
- 0.42%
- 1Y
- 5.14%
- 3Y*
- 4.66%
- 5Y*
- 0.42%
- 10Y*
- —
IMTB
- 1D
- 0.16%
- 1M
- 0.13%
- YTD
- 0.14%
- 6M
- 0.49%
- 1Y
- 5.66%
- 3Y*
- 4.82%
- 5Y*
- 0.58%
- 10Y*
- —
HTRB vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 0.35% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 1.02% |
IMTB iShares Core 5-10 Year USD Bond ETF | 0.14% | 8.88% | 1.94% | 6.10% | -12.75% | -1.41% | 6.25% | 8.62% | -0.45% | 1.07% |
Correlation
The correlation between HTRB and IMTB is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
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 Sep 29, 2017 | 0.76 |
The correlation between HTRB and IMTB shifts across timeframes, from 0.76 (all time) to 0.92 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
HTRB vs. IMTB — Risk / Return Rank
HTRB
IMTB
HTRB vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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 | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.99 | -0.16 |
| Martin ratioReturn relative to average drawdown | 5.41 | 6.13 | -0.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTRB | IMTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.41 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.09 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.36 | +0.03 |
Drawdowns
HTRB vs. IMTB - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than IMTB's maximum drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for HTRB and IMTB.
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Drawdown Indicators
| HTRB | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -18.15% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -2.86% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | -6.80% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -18.11% | -1.37% |
Current DrawdownCurrent decline from peak | -1.46% | -1.58% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -4.13% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.92% | +0.03% |
Volatility
HTRB vs. IMTB - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.28%, while iShares Core 5-10 Year USD Bond ETF (IMTB) has a volatility of 1.46%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than IMTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTRB | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 1.46% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 3.02% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 4.05% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 6.28% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 5.18% | +0.39% |
HTRB vs. IMTB - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
HTRB vs. IMTB - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.63%, more than IMTB's 4.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.52% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Frequently Asked Questions
With a correlation of 0.92, HTRB and IMTB 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.
IMTB has higher volatility (1.46%) compared to HTRB (1.28%). In terms of maximum drawdown, HTRB dropped -19.48% vs IMTB's -18.15%.
On 5-year performance, IMTB leads with 0.58% vs 0.42% for HTRB. On fees, IMTB is cheaper at 0.06% per year. On volatility, HTRB has been the lower-risk option at 1.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IMTB has performed better with a 0.58% return vs 0.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.63%, compared with 4.52% for IMTB.
They also come from different issuers: Hartford and iShares. Their fees differ too: 0.29% for HTRB and 0.06% for IMTB.
IMTB currently has the higher Sharpe Ratio (1.41 vs 1.36), 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.
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