SYSB vs. HTRB
SYSB (iShares Systematic Bond ETF) and HTRB (Hartford Total Return Bond ETF) are both Intermediate Core-Plus Bond funds. SYSB is passively managed, while HTRB is actively managed. Over the past 5 years, SYSB returned 1.57%/yr vs 0.42%/yr for HTRB. A 0.68 correlation means they provide meaningful diversification when combined. SYSB charges 0.25%/yr vs 0.29%/yr for HTRB.
Performance
SYSB vs. HTRB - Performance Comparison
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Returns By Period
In the year-to-date period, SYSB achieves a 0.24% return, which is significantly lower than HTRB's 0.35% return.
SYSB
- 1D
- 0.18%
- 1M
- 0.20%
- YTD
- 0.24%
- 6M
- 0.32%
- 1Y
- 5.37%
- 3Y*
- 6.74%
- 5Y*
- 1.57%
- 10Y*
- 2.31%
HTRB
- 1D
- 0.09%
- 1M
- 0.20%
- YTD
- 0.35%
- 6M
- 0.42%
- 1Y
- 5.14%
- 3Y*
- 4.66%
- 5Y*
- 0.42%
- 10Y*
- —
SYSB vs. HTRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SYSB iShares Systematic Bond ETF | 0.24% | 8.32% | 6.04% | 8.22% | -13.57% | -1.00% | 3.31% | 10.03% | -0.93% | -0.01% |
HTRB Hartford Total Return Bond ETF | 0.35% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 1.02% |
Correlation
The correlation between SYSB and HTRB is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2017 | 0.68 |
Over the past year, SYSB and HTRB have become more correlated (0.88) than their long-term average of 0.68, meaning their price movements have been converging.
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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 | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.83 | -0.03 |
| Martin ratioReturn relative to average drawdown | 5.50 | 5.41 | +0.09 |
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 | 1.42 | 1.36 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.07 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.40 | +0.11 |
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 | -2.99% | -2.82% | -0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -3.08% | -6.52% | +3.44% |
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 | -1.61% | -1.46% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -4.81% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.95% | +0.03% |
Volatility
SYSB vs. HTRB - Volatility Comparison
iShares Systematic Bond ETF (SYSB) has a higher volatility of 1.40% compared to Hartford Total Return Bond ETF (HTRB) at 1.28%. 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 | 1.40% | 1.28% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | 2.73% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.80% | 3.85% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 6.12% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.95% | 5.57% | -0.62% |
SYSB vs. HTRB - Expense Ratio Comparison
SYSB has a 0.25% expense ratio, which is lower than HTRB's 0.29% expense ratio.
Dividends
SYSB vs. HTRB - Dividend Comparison
SYSB's dividend yield for the trailing twelve months is around 4.61%, which matches 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% |
SYSB iShares Systematic Bond ETF | 4.61% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
Frequently Asked Questions
SYSB and HTRB have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SYSB has higher volatility (1.40%) compared to HTRB (1.28%). In terms of maximum drawdown, SYSB dropped -18.47% vs HTRB's -19.48%.
On 5-year performance, SYSB leads with 1.57% vs 0.42% for HTRB. On fees, SYSB is cheaper at 0.25% 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, SYSB has performed better with a 1.57% return vs 0.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SYSB is cheaper with a 0.25% expense ratio, compared with 0.29% for HTRB.
HTRB has the higher dividend yield at 4.63%, compared with 4.61% for SYSB.
They also come from different issuers: iShares and Hartford. Their fees differ too: 0.25% for SYSB and 0.29% for HTRB.
SYSB currently has the higher Sharpe Ratio (1.42 vs 1.36), 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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