HTRB vs. SPY
Compare and contrast key facts about Hartford Total Return Bond ETF (HTRB) and SPDR S&P 500 ETF (SPY).
HTRB and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTRB or SPY.
Correlation
The correlation between HTRB and SPY is 0.09, 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.
Performance
HTRB vs. SPY - Performance Comparison
Key characteristics
HTRB:
0.64
SPY:
2.03
HTRB:
0.92
SPY:
2.71
HTRB:
1.11
SPY:
1.38
HTRB:
0.29
SPY:
3.02
HTRB:
1.88
SPY:
13.49
HTRB:
1.86%
SPY:
1.88%
HTRB:
5.46%
SPY:
12.48%
HTRB:
-19.48%
SPY:
-55.19%
HTRB:
-7.01%
SPY:
-3.54%
Returns By Period
In the year-to-date period, HTRB achieves a 2.64% return, which is significantly lower than SPY's 24.51% return.
HTRB
2.64%
0.18%
1.23%
3.22%
0.35%
N/A
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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HTRB vs. SPY - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
HTRB vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and SPDR S&P 500 ETF (SPY). 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.
Dividends
HTRB vs. SPY - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.32%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 4.32% | 3.86% | 3.07% | 4.22% | 4.79% | 6.30% | 2.38% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
HTRB vs. SPY - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HTRB and SPY. For additional features, visit the drawdowns tool.
Volatility
HTRB vs. SPY - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.31%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.64%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.