HCRB vs XSW

Comparison between HARTFORD CORE BOND ETF (HCRB, ETF) and STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF (XSW, ETF).

5-Year PerformanceXSW has outperformed HCRB, delivering a return of +0.8% compared to -0.2%

HCRB vs XSW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HCRB(ETF)	XSW(ETF)
Net Assets	$404M	$402M
Expense Ratio	0.29%	0.35%
Max Drawdown	24.16%	45.41%
Sharpe Ratio	0.00	-0.28
5Y Beta	0.03	1.25
P/E Ratio	N/A	-113.01
Forward P/E	N/A	16.74
5Y Dividends CAGR	12.90%	-10.61%
Debt to Equity	N/A	82.02%
P/S Ratio	N/A	2.97
P/B Ratio	N/A	4.21

Net Assets

Winner

HCRB

$404M

XSW

$402M

Expense Ratio

Winner

HCRB

0.29%

XSW

0.35%

Max Drawdown

Winner

HCRB

24.16%

XSW

45.41%

Sharpe Ratio

Winner

HCRB

0.00

XSW

-0.28

5Y Beta

Winner

HCRB

0.03

XSW

1.25

P/E Ratio

HCRB

N/A

XSW

-113.01

Forward P/E

HCRB

N/A

XSW

16.74

5Y Dividends CAGR

Winner

HCRB

12.90%

XSW

-10.61%

Debt to Equity

HCRB

N/A

XSW

82.02%

P/S Ratio

HCRB

N/A

XSW

2.97

P/B Ratio

HCRB

N/A

XSW

4.21

HCRB vs XSW - Historical Returns

Returns include dividend reinvestment.

Period	HCRB	XSW
1 month	-0.56%	+9.95%
3 months	-0.75%	+13.30%
6 months	-0.26%	-0.52%
1 year	+3.51%	-8.04%
5 years(CAGR)	-0.18%	+0.80%
10 years(CAGR)	N/A	+13.09%
Max(CAGR)	+0.71%	+14.92%

HCRB

-0.56%

Winner

XSW

+9.95%

HCRB

-0.75%

Winner

XSW

+13.30%

Winner

HCRB

-0.26%

XSW

-0.52%

Winner

HCRB

+3.51%

XSW

-8.04%

5Y(CAGR)

HCRB

-0.18%

Winner

XSW

+0.80%

10Y(CAGR)

HCRB

N/A

XSW

+13.09%

Max(CAGR)

HCRB

+0.71%

Winner

XSW

+14.92%

HCRB vs XSW - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	HCRB	XSW
2026	-0.10%	-4.17%
2025	+7.07%	-1.16%
2024	+2.72%	+29.32%
2023	+6.30%	+38.62%
2022	-14.04%	-34.54%
2021	-1.72%	+9.73%
2020	+6.78%	+50.39%
2019	N/A	+35.90%
2018	N/A	+7.47%
2017	N/A	+27.51%
2016	N/A	+12.67%
2015	N/A	+10.00%
2014	N/A	+6.95%
2013	N/A	+44.43%
2012	N/A	+13.85%
2011	N/A	+13.75%

HCRB vs XSW Drawdown Comparison

The maximum drawdown for HCRB was -19.91%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for XSW was -45.38%, occurring on Nov 9, 2022. Recovery took 755 trading sessions.

The current HCRB drawdown is -2.23%. The current XSW drawdown is -14.20%.

Rank	HCRB	XSW
#1	-19.91% Aug 4, 2020 - Oct 20, 2022	-45.38% Nov 9, 2021 - Nov 11, 2024
#2	-7.21% Mar 9, 2020 - Apr 30, 2020	-37.82% Feb 19, 2020 - Jun 23, 2020
#3	-0.86% Apr 30, 2020 - May 20, 2020	-33.75% Sep 22, 2025 - Apr 10, 2026
#4	-0.37% May 29, 2020 - Jun 8, 2020	-30.79% Dec 6, 2024 - Sep 22, 2025
#5	-0.32% Jun 10, 2020 - Jun 15, 2020	-24.69% Jun 23, 2015 - Jul 12, 2016
#6	-0.23% Jun 22, 2020 - Jun 26, 2020	-24.20% Sep 14, 2018 - Feb 25, 2019
#7	-0.23% Feb 28, 2020 - Mar 3, 2020	-16.73% Mar 5, 2014 - Dec 19, 2014
#8	-0.21% Jul 23, 2020 - Jul 29, 2020	-14.60% Feb 12, 2021 - Aug 27, 2021
#9	-0.18% Jul 9, 2020 - Jul 14, 2020	-12.81% Mar 27, 2012 - Sep 7, 2012
#10	-0.13% May 22, 2020 - May 27, 2020	-11.35% Sep 14, 2012 - Jan 11, 2013
#11	-0.12% May 27, 2020 - May 29, 2020	-10.81% Sep 2, 2020 - Oct 12, 2020
#12	-0.09% May 20, 2020 - May 22, 2020	-10.50% Jul 26, 2019 - Nov 26, 2019
#13	-0.07% Feb 25, 2020 - Feb 28, 2020	-10.22% Oct 27, 2011 - Jan 24, 2012
#14	-0.06% Mar 3, 2020 - Mar 5, 2020	-9.11% Apr 30, 2019 - Jul 10, 2019
#15	-0.05% Jul 16, 2020 - Jul 20, 2020	-9.02% Oct 13, 2020 - Nov 16, 2020

Correlation

Correlation between HCRB and XSW is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2011 - 2026)

HCRB vs XSW dividend yield comparison.

Year	HCRB	XSW
2026	2.01%	0.00%
2025	4.12%	0.06%
2024	4.15%	0.07%
2023	3.39%	0.20%
2022	2.17%	0.09%
2021	1.47%	0.13%
2020	1.81%	0.26%
2019	0.00%	0.12%
2018	0.00%	0.31%
2017	0.00%	0.46%
2016	0.00%	0.87%
2015	0.00%	0.54%
2014	0.00%	0.53%
2013	0.00%	2.07%
2012	0.00%	3.64%
2011	0.00%	0.06%