HTRB vs. TOTL
Compare and contrast key facts about Hartford Total Return Bond ETF (HTRB) and SPDR DoubleLine Total Return Tactical ETF (TOTL).
HTRB and TOTL 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. TOTL is an actively managed fund by State Street. It was launched on Feb 23, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTRB or TOTL.
Correlation
The correlation between HTRB and TOTL is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HTRB vs. TOTL - Performance Comparison
Key characteristics
HTRB:
0.64
TOTL:
0.68
HTRB:
0.92
TOTL:
0.99
HTRB:
1.11
TOTL:
1.13
HTRB:
0.29
TOTL:
0.37
HTRB:
1.88
TOTL:
2.55
HTRB:
1.86%
TOTL:
1.62%
HTRB:
5.46%
TOTL:
6.11%
HTRB:
-19.48%
TOTL:
-16.47%
HTRB:
-7.01%
TOTL:
-5.04%
Returns By Period
In the year-to-date period, HTRB achieves a 2.64% return, which is significantly lower than TOTL's 3.30% return.
HTRB
2.64%
0.18%
1.23%
3.22%
0.35%
N/A
TOTL
3.30%
-0.01%
1.85%
4.00%
-0.23%
N/A
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HTRB vs. TOTL - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is lower than TOTL's 0.55% expense ratio.
Risk-Adjusted Performance
HTRB vs. TOTL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and SPDR DoubleLine Total Return Tactical ETF (TOTL). 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. TOTL - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.32%, less than TOTL's 4.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TOTL SPDR DoubleLine Total Return Tactical ETF | 4.66% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 2.99% | 3.25% | 2.67% |
Drawdowns
HTRB vs. TOTL - Drawdown Comparison
The maximum HTRB drawdown since its inception was -19.48%, which is greater than TOTL's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for HTRB and TOTL. For additional features, visit the drawdowns tool.
Volatility
HTRB vs. TOTL - Volatility Comparison
Hartford Total Return Bond ETF (HTRB) and SPDR DoubleLine Total Return Tactical ETF (TOTL) have volatilities of 1.31% and 1.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.