HTRB vs. TOTL
HTRB (Hartford Total Return Bond ETF) and TOTL (State Street DoubleLine Total Return Tactical ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Over the past 5 years, HTRB returned 0.35%/yr vs 0.58%/yr for TOTL. A 0.76 correlation means they provide meaningful diversification when combined. HTRB charges 0.29%/yr vs 0.55%/yr for TOTL.
Performance
HTRB vs. TOTL - Performance Comparison
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Returns By Period
In the year-to-date period, HTRB achieves a 0.53% return, which is significantly higher than TOTL's -0.54% return.
HTRB
- 1D
- 0.12%
- 1M
- 0.79%
- YTD
- 0.53%
- 6M
- 0.69%
- 1Y
- 4.83%
- 3Y*
- 4.66%
- 5Y*
- 0.35%
- 10Y*
- —
TOTL
- 1D
- -0.15%
- 1M
- 0.18%
- YTD
- -0.54%
- 6M
- -0.42%
- 1Y
- 3.57%
- 3Y*
- 4.13%
- 5Y*
- 0.58%
- 10Y*
- 1.57%
HTRB vs. TOTL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 0.53% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 0.97% |
TOTL State Street DoubleLine Total Return Tactical ETF | -0.54% | 7.68% | 3.15% | 5.55% | -11.59% | -1.00% | 3.56% | 6.93% | 0.76% | -0.42% |
Correlation
The correlation between HTRB and TOTL 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 | 0.89 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2017 | 0.76 |
The correlation between HTRB and TOTL shifts across timeframes, from 0.76 (all time) to 0.92 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
HTRB vs. TOTL — Risk / Return Rank
HTRB
TOTL
HTRB vs. TOTL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Total Return Bond ETF (HTRB) and State Street 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTRB | TOTL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.18 | +0.54 |
| Martin ratioReturn relative to average drawdown | 4.83 | 3.30 | +1.53 |
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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 -16.48%. Use the drawdown chart below to compare losses from any high point for HTRB and TOTL.
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Drawdown Indicators
| HTRB | TOTL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.48% | -16.48% | -3.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -3.04% | +0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -6.52% | -6.60% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -16.48% | -3.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.48% | — |
Current DrawdownCurrent decline from peak | -1.29% | -2.16% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -3.12% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 1.09% | -0.09% |
Volatility
HTRB vs. TOTL - Volatility Comparison
The current volatility for Hartford Total Return Bond ETF (HTRB) is 1.05%, while State Street DoubleLine Total Return Tactical ETF (TOTL) has a volatility of 1.12%. This indicates that HTRB experiences smaller price fluctuations and is considered to be less risky than TOTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTRB | TOTL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | 1.12% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 2.57% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 3.45% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.12% | 5.60% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.56% | 4.79% | +0.77% |
HTRB vs. TOTL - Expense Ratio Comparison
HTRB has a 0.29% expense ratio, which is lower than TOTL's 0.55% expense ratio.
Dividends
HTRB vs. TOTL - Dividend Comparison
HTRB's dividend yield for the trailing twelve months is around 4.62%, less than TOTL's 5.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTRB Hartford Total Return Bond ETF | 4.62% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% | 0.00% | 0.00% |
TOTL State Street DoubleLine Total Return Tactical ETF | 5.30% | 5.23% | 5.35% | 4.85% | 4.68% | 3.07% | 2.91% | 3.31% | 3.41% | 3.00% | 3.25% | 2.67% |
Frequently Asked Questions
With a correlation of 0.92, HTRB and TOTL 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.
TOTL has higher volatility (1.12%) compared to HTRB (1.05%). In terms of maximum drawdown, HTRB dropped -19.48% vs TOTL's -16.48%.
On 5-year performance, TOTL leads with 0.58% vs 0.35% for HTRB. On fees, HTRB is cheaper at 0.29% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, TOTL has performed better with a 0.58% return vs 0.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HTRB is cheaper with a 0.29% expense ratio, compared with 0.55% for TOTL.
TOTL has the higher dividend yield at 5.30%, compared with 4.62% for HTRB.
They also come from different issuers: Hartford and State Street. Their fees differ too: 0.29% for HTRB and 0.55% for TOTL.
HTRB currently has the higher Sharpe Ratio (1.29 vs 1.04), 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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