ILTB vs. HTRB
ILTB (iShares Core 10+ Year USD Bond ETF) and HTRB (Hartford Total Return Bond ETF) are both exchange-traded funds - ILTB is a Long-Term Bond fund tracking the Bloomberg U.S. Universal 10+ Year Index (USD), while HTRB is a Intermediate Core-Plus Bond fund actively managed by Hartford. ILTB is passively managed, while HTRB is actively managed. Over the past 5 years, ILTB returned -2.83%/yr vs 0.40%/yr for HTRB. Their correlation of 0.80 suggests significant overlap in exposure. ILTB charges 0.06%/yr vs 0.29%/yr for HTRB.
Performance
ILTB vs. HTRB - Performance Comparison
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Returns By Period
In the year-to-date period, ILTB achieves a 0.53% return, which is significantly higher than HTRB's 0.26% return.
ILTB
- 1D
- 0.24%
- 1M
- 0.75%
- YTD
- 0.53%
- 6M
- -0.17%
- 1Y
- 6.07%
- 3Y*
- 2.94%
- 5Y*
- -2.83%
- 10Y*
- 1.38%
HTRB
- 1D
- -0.24%
- 1M
- 0.29%
- YTD
- 0.26%
- 6M
- 0.10%
- 1Y
- 5.77%
- 3Y*
- 4.63%
- 5Y*
- 0.40%
- 10Y*
- —
ILTB vs. HTRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ILTB iShares Core 10+ Year USD Bond ETF | 0.53% | 7.22% | -3.00% | 8.04% | -26.62% | -2.67% | 16.10% | 19.61% | -5.10% | 3.35% |
HTRB Hartford Total Return Bond ETF | 0.26% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 1.02% |
Correlation
The correlation between ILTB and HTRB is 0.93, 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 | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
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 | 0.80 |
The correlation between ILTB and HTRB shifts across timeframes, from 0.80 (all time) to 0.93 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ILTB vs. HTRB — Risk / Return Rank
ILTB
HTRB
ILTB vs. HTRB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 10+ Year USD Bond ETF (ILTB) and Hartford Total Return Bond ETF (HTRB). 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.
| ILTB | HTRB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.27 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.06 | -0.93 |
| Martin ratioReturn relative to average drawdown | 2.85 | 6.09 | -3.24 |
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
| ILTB | HTRB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.51 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.07 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.40 | -0.04 |
Drawdowns
ILTB vs. HTRB - Drawdown Comparison
The maximum ILTB drawdown since its inception was -36.88%, which is greater than HTRB's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for ILTB and HTRB.
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Drawdown Indicators
| ILTB | HTRB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.88% | -19.48% | -17.40% |
Max Drawdown (1Y)Largest decline over 1 year | -5.42% | -2.82% | -2.60% |
Max Drawdown (3Y)Largest decline over 3 years | -14.60% | -6.52% | -8.08% |
Max Drawdown (5Y)Largest decline over 5 years | -35.22% | -19.48% | -15.74% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | — | — |
Current DrawdownCurrent decline from peak | -21.10% | -1.55% | -19.55% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -4.81% | -5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 0.95% | +1.18% |
Volatility
ILTB vs. HTRB - Volatility Comparison
iShares Core 10+ Year USD Bond ETF (ILTB) has a higher volatility of 2.46% compared to Hartford Total Return Bond ETF (HTRB) at 1.28%. This indicates that ILTB's price experiences larger fluctuations and is considered to be riskier than HTRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILTB | HTRB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 1.28% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 5.54% | 2.73% | +2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.88% | 3.85% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.63% | 6.12% | +6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.56% | 5.57% | +5.99% |
ILTB vs. HTRB - Expense Ratio Comparison
ILTB has a 0.06% expense ratio, which is lower than HTRB's 0.29% expense ratio.
Dividends
ILTB vs. HTRB - Dividend Comparison
ILTB's dividend yield for the trailing twelve months is around 4.95%, more than HTRB's 4.63% 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% |
ILTB iShares Core 10+ Year USD Bond ETF | 4.95% | 4.83% | 4.91% | 4.38% | 4.31% | 3.04% | 3.32% | 3.45% | 4.13% | 3.97% | 3.99% | 4.20% |
Frequently Asked Questions
With a correlation of 0.93, ILTB and HTRB 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.
ILTB has higher volatility (2.46%) compared to HTRB (1.28%). In terms of maximum drawdown, ILTB dropped -36.88% vs HTRB's -19.48%.
On 5-year performance, HTRB leads with 0.40% vs -2.83% for ILTB. On fees, ILTB 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, HTRB has performed better with a 0.40% return vs -2.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILTB is cheaper with a 0.06% expense ratio, compared with 0.29% for HTRB.
ILTB has the higher dividend yield at 4.95%, compared with 4.63% for HTRB.
ILTB is categorized as Long-Term Bond, while HTRB is Intermediate Core-Plus Bond. They also come from different issuers: iShares and Hartford. Their fees differ too: 0.06% for ILTB and 0.29% for HTRB.
HTRB currently has the higher Sharpe Ratio (1.51 vs 0.78), 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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