TOTL vs. HTRB

Last updated Jun 5, 2026

TOTL (State Street DoubleLine Total Return Tactical ETF) and HTRB (Hartford Total Return Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Over the past 5 years, TOTL returned 0.64%/yr vs 0.42%/yr for HTRB. A 0.76 correlation means they provide meaningful diversification when combined. TOTL charges 0.55%/yr vs 0.29%/yr for HTRB.

Performance

TOTL vs. HTRB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street DoubleLine Total Return Tactical ETF (TOTL) and Hartford Total Return Bond ETF (HTRB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TOTL achieves a -0.26% return, which is significantly lower than HTRB's 0.35% return.

TOTL

• 1D: 0.10%
• 1M: -0.02%
• YTD: -0.26%
• 6M: -0.05%
• 1Y: 4.31%
• 3Y*: 4.41%
• 5Y*: 0.64%
• 10Y*: 1.65%

HTRB

• 1D: 0.09%
• 1M: 0.20%
• YTD: 0.35%
• 6M: 0.42%
• 1Y: 5.14%
• 3Y*: 4.66%
• 5Y*: 0.42%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TOTL vs. HTRB - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TOTL State Street DoubleLine Total Return Tactical ETF	-0.26%	7.68%	3.15%	5.55%	-11.59%	-1.00%	3.56%	6.93%	0.76%	-0.40%
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 TOTL 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	0.92
Correlation (5Y) Calculated over the trailing 5-year period	0.89
Correlation (All Time) Calculated using the full available price history since Sep 29, 2017	0.76

The correlation between TOTL and HTRB shifts across timeframes, from 0.76 (all time) to 0.93 (1 year), reflecting how their relationship changes across market environments.

TOTL vs. HTRB - Sectors Allocation Comparison

Sectors	TOTL	HTRB
Energy	100.0%	100.0%
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Financial Services	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	-
Utilities	-	-

Return for Risk

TOTL vs. HTRB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TOTL

TOTL Risk / Return Rank: 33
TOTL Sharpe Ratio Rank: 36
TOTL Sortino Ratio Rank: 36
TOTL Omega Ratio Rank: 35
TOTL Calmar Ratio Rank: 30
TOTL Martin Ratio Rank: 30

HTRB

HTRB Risk / Return Rank: 38
HTRB Sharpe Ratio Rank: 39
HTRB Sortino Ratio Rank: 40
HTRB Omega Ratio Rank: 38
HTRB Calmar Ratio Rank: 37
HTRB Martin Ratio Rank: 36

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TOTL vs. HTRB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street DoubleLine Total Return Tactical ETF (TOTL) 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.

	TOTL	HTRB	Difference
Sharpe ratio: Return per unit of total volatility	1.27	1.36	-0.09
Sortino ratio: Return per unit of downside risk	1.87	2.02	-0.15
Omega ratio: Gain probability vs. loss probability	1.23	1.24	-0.01
Calmar ratio: Return relative to maximum drawdown	1.42	1.83	-0.41
Martin ratio: Return relative to average drawdown	4.37	5.41	-1.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TOTL vs. HTRB - Sharpe Ratio Comparison

The current TOTL Sharpe Ratio is 1.27, which is comparable to the HTRB Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of TOTL and HTRB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	TOTL	HTRB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.27	1.36	-0.09
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.11	0.07	+0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.35	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.40	-0.02

Drawdowns

TOTL vs. HTRB - Drawdown Comparison

The maximum TOTL drawdown since its inception was -16.48%, smaller than the maximum HTRB drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for TOTL and HTRB.

Drawdown Indicators

	TOTL	HTRB	Difference
Max Drawdown Largest peak-to-trough decline	-16.48%	-19.48%	+3.00%
Max Drawdown (1Y) Largest decline over 1 year	-3.04%	-2.82%	-0.22%
Max Drawdown (3Y) Largest decline over 3 years	-6.60%	-6.52%	-0.08%
Max Drawdown (5Y) Largest decline over 5 years	-16.48%	-19.48%	+3.00%
Max Drawdown (10Y) Largest decline over 10 years	-16.48%	—	—
Current Drawdown Current decline from peak	-1.89%	-1.46%	-0.43%
Average Drawdown Average peak-to-trough decline	-3.13%	-4.81%	+1.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.99%	0.95%	+0.04%

Volatility

TOTL vs. HTRB - Volatility Comparison

The current volatility for State Street DoubleLine Total Return Tactical ETF (TOTL) is 1.17%, while Hartford Total Return Bond ETF (HTRB) has a volatility of 1.28%. This indicates that TOTL experiences smaller price fluctuations and is considered to be less risky than HTRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TOTL	HTRB	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.17%	1.28%	-0.11%
Volatility (6M) Calculated over the trailing 6-month period	2.45%	2.73%	-0.28%
Volatility (1Y) Calculated over the trailing 1-year period	3.44%	3.85%	-0.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.59%	6.12%	-0.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.78%	5.57%	-0.79%

TOTL vs. HTRB - Expense Ratio Comparison

TOTL has a 0.55% expense ratio, which is higher than HTRB's 0.29% expense ratio.

Dividends

TOTL vs. HTRB - Dividend Comparison

TOTL's dividend yield for the trailing twelve months is around 5.29%, 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%
TOTL State Street DoubleLine Total Return Tactical ETF	5.29%	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

Can I hold both TOTL and HTRB in my portfolio?

With a correlation of 0.93, TOTL 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.

Which is riskier, TOTL or HTRB?

HTRB has higher volatility (1.28%) compared to TOTL (1.17%). In terms of maximum drawdown, TOTL dropped -16.48% vs HTRB's -19.48%.

Which ETF is better, TOTL or HTRB?

On 5-year performance, TOTL leads with 0.64% vs 0.42% for HTRB. On fees, HTRB is cheaper at 0.29% per year. On volatility, TOTL has been the lower-risk option at 1.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TOTL or HTRB?

Over the 5-year period, TOTL has performed better with a 0.64% return vs 0.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TOTL or HTRB?

HTRB is cheaper with a 0.29% expense ratio, compared with 0.55% for TOTL.

Which ETF pays a higher dividend yield, TOTL or HTRB?

TOTL has the higher dividend yield at 5.29%, compared with 4.63% for HTRB.

What is the main difference between TOTL and HTRB?

They also come from different issuers: State Street and Hartford. Their fees differ too: 0.55% for TOTL and 0.29% for HTRB.

Which has better risk-adjusted returns?

HTRB currently has the higher Sharpe Ratio (1.36 vs 1.27), 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.