SYSB vs. HTRB
Compare and contrast key facts about iShares Systematic Bond ETF (SYSB) and Hartford Total Return Bond ETF (HTRB).
SYSB and HTRB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SYSB is a passively managed fund by iShares that tracks the performance of the BlackRock Universal Systematic Bond Index. It was launched on Feb 24, 2015. HTRB is an actively managed fund by Hartford. It was launched on Sep 27, 2017.
Performance
SYSB vs. HTRB - Performance Comparison
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SYSB vs. HTRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SYSB iShares Systematic Bond ETF | -0.06% | 8.32% | 6.04% | 8.22% | -13.57% | -1.00% | 3.31% | 10.03% | -0.93% | -0.01% |
HTRB Hartford Total Return Bond ETF | -0.06% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 1.02% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with SYSB at -0.06% and HTRB at -0.06%.
SYSB
- 1D
- 0.05%
- 1M
- -1.47%
- YTD
- -0.06%
- 6M
- 0.79%
- 1Y
- 6.41%
- 3Y*
- 6.55%
- 5Y*
- 1.68%
- 10Y*
- 2.49%
HTRB
- 1D
- 0.15%
- 1M
- -1.41%
- YTD
- -0.06%
- 6M
- 0.62%
- 1Y
- 4.21%
- 3Y*
- 4.28%
- 5Y*
- 0.53%
- 10Y*
- —
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SYSB vs. HTRB - Expense Ratio Comparison
SYSB has a 0.25% expense ratio, which is lower than HTRB's 0.29% expense ratio.
Return for Risk
SYSB vs. HTRB — Risk / Return Rank
SYSB
HTRB
SYSB vs. HTRB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Systematic Bond ETF (SYSB) 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.
| SYSB | HTRB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.95 | +0.71 |
Sortino ratioReturn per unit of downside risk | 2.39 | 1.33 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.17 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.57 | +0.71 |
Martin ratioReturn relative to average drawdown | 9.21 | 4.48 | +4.73 |
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
| SYSB | HTRB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.95 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.09 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.39 | +0.11 |
Correlation
The correlation between SYSB and HTRB is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SYSB vs. HTRB - Dividend Comparison
SYSB's dividend yield for the trailing twelve months is around 4.65%, which matches HTRB's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYSB iShares Systematic Bond ETF | 4.65% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
HTRB Hartford Total Return Bond ETF | 4.67% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% | 0.00% | 0.00% |
Drawdowns
SYSB vs. HTRB - Drawdown Comparison
The maximum SYSB drawdown since its inception was -18.47%, smaller than the maximum HTRB drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for SYSB and HTRB.
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Drawdown Indicators
| SYSB | HTRB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.47% | -19.48% | +1.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -2.87% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -19.48% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -18.47% | — | — |
Current DrawdownCurrent decline from peak | -1.91% | -1.86% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -4.88% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 1.01% | -0.31% |
Volatility
SYSB vs. HTRB - Volatility Comparison
iShares Systematic Bond ETF (SYSB) has a higher volatility of 1.91% compared to Hartford Total Return Bond ETF (HTRB) at 1.74%. This indicates that SYSB'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
| SYSB | HTRB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.91% | 1.74% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 2.62% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 4.46% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.59% | 6.11% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.93% | 5.60% | -0.67% |