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RJVI vs. DYNB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RJVI vs. DYNB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RJ Eagle Vertical Income ETF (RJVI) and Hartford Dynamic Bond ETF (DYNB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RJVI achieves a 2.14% return, which is significantly higher than DYNB's 0.40% return.


RJVI

1D
0.22%
1M
0.79%
YTD
2.14%
6M
2.14%
1Y
3Y*
5Y*
10Y*

DYNB

1D
0.18%
1M
0.17%
YTD
0.40%
6M
0.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RJVI vs. DYNB - Yearly Performance Comparison


2026 (YTD)2025
RJVI
RJ Eagle Vertical Income ETF
2.14%0.50%
DYNB
Hartford Dynamic Bond ETF
0.40%0.28%

Correlation

The correlation between RJVI and DYNB is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 3, 2025

0.82

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Return for Risk

RJVI vs. DYNB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RJ Eagle Vertical Income ETF (RJVI) and Hartford Dynamic Bond ETF (DYNB). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

RJVI vs. DYNB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RJVIDYNBDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

0.48

+0.49

Drawdowns

RJVI vs. DYNB - Drawdown Comparison

The maximum RJVI drawdown since its inception was -3.12%, which is greater than DYNB's maximum drawdown of -2.61%. Use the drawdown chart below to compare losses from any high point for RJVI and DYNB.


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Drawdown Indicators


RJVIDYNBDifference

Max Drawdown

Largest peak-to-trough decline

-3.12%

-2.61%

-0.51%

Current Drawdown

Current decline from peak

-1.04%

-0.93%

-0.11%

Average Drawdown

Average peak-to-trough decline

-1.02%

-0.63%

-0.39%

Volatility

RJVI vs. DYNB - Volatility Comparison


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Volatility by Period


RJVIDYNBDifference

Volatility (1Y)

Calculated over the trailing 1-year period

4.14%

2.87%

+1.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.14%

2.87%

+1.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.14%

2.87%

+1.27%

RJVI vs. DYNB - Expense Ratio Comparison

RJVI has a 0.51% expense ratio, which is lower than DYNB's 0.60% expense ratio.


Dividends

RJVI vs. DYNB - Dividend Comparison

RJVI's dividend yield for the trailing twelve months is around 2.60%, less than DYNB's 2.64% yield.


PositionTTM2025
DYNB
Hartford Dynamic Bond ETF
2.64%1.03%
RJVI
RJ Eagle Vertical Income ETF
2.60%0.93%

Frequently Asked Questions


RJVI and DYNB have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, RJVI is cheaper at 0.51% per year. The better choice depends on whether you care most about return, fees, risk, or income.

RJVI is cheaper with a 0.51% expense ratio, compared with 0.60% for DYNB.

DYNB has the higher dividend yield at 2.64%, compared with 2.60% for RJVI.

They also come from different issuers: Carillon Tower Advisers and Hartford Funds. Their fees differ too: 0.51% for RJVI and 0.60% for DYNB.

Portfolio Optimizer

Find the right allocation for RJVI and DYNB

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