HTRB vs. SYSB
HTRB (Hartford Total Return Bond ETF) and SYSB (iShares Systematic Bond ETF) are both Intermediate Core-Plus Bond funds. HTRB is actively managed, while SYSB is passively managed. Over the past 5 years, HTRB returned 0.42%/yr vs 1.57%/yr for SYSB. A 0.68 correlation means they provide meaningful diversification when combined. HTRB charges 0.29%/yr vs 0.25%/yr for SYSB.
Performance
HTRB vs. SYSB - 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 SYSB's 0.24% return.
HTRB
- 1D
- 0.09%
- 1M
- 0.20%
- YTD
- 0.35%
- 6M
- 0.42%
- 1Y
- 5.14%
- 3Y*
- 4.66%
- 5Y*
- 0.42%
- 10Y*
- —
SYSB
- 1D
- 0.18%
- 1M
- 0.20%
- YTD
- 0.24%
- 6M
- 0.32%
- 1Y
- 5.37%
- 3Y*
- 6.74%
- 5Y*
- 1.57%
- 10Y*
- 2.31%
HTRB vs. SYSB - 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% |
SYSB iShares Systematic Bond ETF | 0.24% | 8.32% | 6.04% | 8.22% | -13.57% | -1.00% | 3.31% | 10.03% | -0.93% | -0.01% |
Correlation
The correlation between HTRB and SYSB is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2017 | 0.68 |
Over the past year, HTRB and SYSB have become more correlated (0.88) than their long-term average of 0.68, meaning their price movements have been converging.
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Return for Risk
HTRB vs. SYSB — Risk / Return Rank
HTRB
SYSB
HTRB vs. SYSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and iShares Systematic Bond ETF (SYSB). 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 | SYSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.80 | +0.03 |
| Martin ratioReturn relative to average drawdown | 5.41 | 5.50 | -0.09 |
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 | SYSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.42 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.28 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.50 | -0.11 |
Drawdowns
HTRB vs. SYSB - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than SYSB's maximum drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for HTRB and SYSB.
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Drawdown Indicators
| HTRB | SYSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -18.47% | -1.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -2.99% | +0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | -3.08% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -18.47% | -1.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.47% | — |
Current DrawdownCurrent decline from peak | -1.46% | -1.61% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -4.81% | -3.27% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 0.98% | -0.03% |
Volatility
HTRB vs. SYSB - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.28%, while iShares Systematic Bond ETF (SYSB) has a volatility of 1.40%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than SYSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTRB | SYSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 1.40% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 2.73% | 3.11% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 3.80% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 5.63% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 4.95% | +0.62% |
HTRB vs. SYSB - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is higher than SYSB's 0.25% expense ratio.
Dividends
HTRB vs. SYSB - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.63%, which matches SYSB's 4.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SYSB iShares Systematic Bond ETF | 4.61% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
Frequently Asked Questions
HTRB and SYSB have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYSB has higher volatility (1.40%) compared to HTRB (1.28%). In terms of maximum drawdown, HTRB dropped -19.48% vs SYSB's -18.47%.
On 5-year performance, SYSB leads with 1.57% vs 0.42% for HTRB. On fees, SYSB is cheaper at 0.25% 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, SYSB has performed better with a 1.57% return vs 0.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SYSB is cheaper with a 0.25% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.63%, compared with 4.61% for SYSB.
They also come from different issuers: Hartford and iShares. Their fees differ too: 0.29% for HTRB and 0.25% for SYSB.
SYSB currently has the higher Sharpe Ratio (1.42 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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