DFSU vs HTRB

Comparison between DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

DFSU vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSU(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.15%	0.29%
Max Drawdown	20.33%	26.85%
Sharpe Ratio	1.25	0.46
5Y Beta	0.99	0.04
P/E Ratio	24.40	N/A
Forward P/E	19.07	N/A
5Y Dividends CAGR	N/A	-3.29%
5Y EPS CAGR	25.31%	N/A
P/S Ratio	2.31	N/A
P/B Ratio	4.45	N/A

Net Assets

DFSU

$2.20B

HTRB

$2.20B

Expense Ratio

Winner

DFSU

0.15%

HTRB

0.29%

Max Drawdown

Winner

DFSU

20.33%

HTRB

26.85%

Sharpe Ratio

Winner

DFSU

1.25

HTRB

0.46

5Y Beta

DFSU

0.99

Winner

HTRB

0.04

P/E Ratio

DFSU

24.40

HTRB

N/A

Forward P/E

DFSU

19.07

HTRB

N/A

5Y Dividends CAGR

DFSU

N/A

HTRB

-3.29%

5Y EPS CAGR

DFSU

25.31%

HTRB

N/A

P/S Ratio

DFSU

2.31

HTRB

N/A

P/B Ratio

DFSU

4.45

HTRB

N/A

DFSU vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	DFSU	HTRB
1 month	+1.28%	+1.12%
3 months	+9.84%	+0.04%
6 months	+7.71%	+0.60%
1 year	+22.69%	+5.17%
5 years(CAGR)	N/A	+0.38%
10 years(CAGR)	N/A	+2.20%
Max(CAGR)	+19.76%	+2.20%

Winner

DFSU

+1.28%

HTRB

+1.12%

Winner

DFSU

+9.84%

HTRB

+0.04%

Winner

DFSU

+7.71%

HTRB

+0.60%

Winner

DFSU

+22.69%

HTRB

+5.17%

5Y(CAGR)

DFSU

N/A

HTRB

+0.38%

10Y(CAGR)

DFSU

N/A

HTRB

+2.20%

Max(CAGR)

Winner

DFSU

+19.76%

HTRB

+2.20%

DFSU vs HTRB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DFSU	HTRB
2026	+6.08%	+0.52%
2025	+15.92%	+7.27%
2024	+23.88%	+2.79%
2023	+26.67%	+6.64%
2022	+0.65%	-14.11%
2021	N/A	-1.01%
2020	N/A	+8.64%
2019	N/A	+10.21%
2018	N/A	-0.88%
2017	N/A	+1.02%

DFSU vs HTRB Drawdown Comparison

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current DFSU drawdown is -1.66%. The current HTRB drawdown is -1.38%.

Rank	DFSU	HTRB
#1	-19.88% Dec 4, 2024 - Jul 1, 2025	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-11.40% Jul 31, 2023 - Dec 8, 2023	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-10.12% Jan 12, 2026 - Apr 17, 2026	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-9.51% Feb 2, 2023 - Jun 8, 2023	-2.82% Feb 27, 2026 - May 19, 2026
#5	-8.14% Jul 16, 2024 - Aug 23, 2024	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-7.36% Dec 1, 2022 - Jan 26, 2023	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-6.25% Mar 28, 2024 - May 15, 2024	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-5.18% Oct 28, 2025 - Dec 3, 2025	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-4.70% Aug 30, 2024 - Sep 19, 2024	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-3.48% Jun 4, 2026 - Jun 10, 2026	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-3.22% Oct 8, 2025 - Oct 24, 2025	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-3.19% Nov 2, 2022 - Nov 10, 2022	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-2.93% Jul 28, 2025 - Aug 12, 2025	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-2.87% Oct 18, 2024 - Nov 6, 2024	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-2.70% Nov 11, 2024 - Nov 25, 2024	-0.61% Nov 3, 2017 - Dec 27, 2017