HDUS vs IGBH

Comparison between HARTFORD DISCIPLINED US EQUITY ETF (HDUS, ETF) and ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF (IGBH, ETF).

HDUS vs IGBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDUS(ETF)	IGBH(ETF)
Net Assets	$195M	$195M
Expense Ratio	0.19%	0.14%
Max Drawdown	18.49%	38.89%
Sharpe Ratio	1.37	0.69
5Y Beta	0.90	0.23
P/E Ratio	23.95	N/A
Forward P/E	18.71	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	N/A	21.62%
5Y EPS CAGR	25.41%	N/A
Debt to Equity	-15.80%	N/A
P/S Ratio	3.42	N/A
P/B Ratio	5.08	N/A

Net Assets

Winner

HDUS

$195M

IGBH

$195M

Expense Ratio

HDUS

0.19%

Winner

IGBH

0.14%

Max Drawdown

Winner

HDUS

18.49%

IGBH

38.89%

Sharpe Ratio

Winner

HDUS

1.37

IGBH

0.69

5Y Beta

HDUS

0.90

Winner

IGBH

0.23

P/E Ratio

HDUS

23.95

IGBH

N/A

Forward P/E

HDUS

18.71

IGBH

N/A

PEG Ratio

HDUS

0.21

IGBH

N/A

5Y Dividends CAGR

HDUS

N/A

IGBH

21.62%

5Y EPS CAGR

HDUS

25.41%

IGBH

N/A

Debt to Equity

HDUS

-15.80%

IGBH

N/A

P/S Ratio

HDUS

3.42

IGBH

N/A

P/B Ratio

HDUS

5.08

IGBH

N/A

HDUS vs IGBH - Historical Returns

Returns include dividend reinvestment.

Period	HDUS	IGBH
1 month	+1.94%	-0.89%
3 months	+5.84%	+1.16%
6 months	+10.06%	+0.27%
1 year	+20.20%	+6.56%
5 years(CAGR)	N/A	+5.30%
10 years(CAGR)	N/A	+4.77%
Max(CAGR)	+19.11%	+4.59%

Winner

HDUS

+1.94%

IGBH

-0.89%

Winner

HDUS

+5.84%

IGBH

+1.16%

Winner

HDUS

+10.06%

IGBH

+0.27%

Winner

HDUS

+20.20%

IGBH

+6.56%

5Y(CAGR)

HDUS

N/A

IGBH

+5.30%

10Y(CAGR)

HDUS

N/A

IGBH

+4.77%

Max(CAGR)

Winner

HDUS

+19.11%

IGBH

+4.59%

HDUS vs IGBH - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HDUS	IGBH
2026	+10.65%	+1.47%
2025	+17.22%	+8.11%
2024	+24.12%	+7.57%
2023	+21.41%	+12.32%
2022	-2.14%	-3.22%
2021	N/A	+3.04%
2020	N/A	+1.46%
2019	N/A	+9.69%
2018	N/A	-4.22%
2017	N/A	+9.75%
2016	N/A	+7.57%
2015	N/A	-0.51%

HDUS vs IGBH Drawdown Comparison

The maximum drawdown for HDUS was -17.94%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The maximum drawdown for IGBH was -33.67%, occurring on Mar 20, 2020. Recovery took 233 trading sessions.

The current HDUS drawdown is -0.92%. The current IGBH drawdown is -1.09%.

Rank	HDUS	IGBH
#1	-17.94% Feb 19, 2025 - Jun 24, 2025	-33.67% Jan 17, 2020 - Dec 18, 2020
#2	-9.99% Jul 31, 2023 - Dec 1, 2023	-10.49% Sep 27, 2021 - Jun 16, 2023
#3	-7.55% Feb 2, 2023 - Jun 2, 2023	-8.51% Jan 23, 2018 - Dec 18, 2019
#4	-7.49% Jul 16, 2024 - Aug 23, 2024	-8.12% Oct 22, 2015 - Apr 22, 2016
#5	-7.48% Feb 25, 2026 - Apr 14, 2026	-6.93% Feb 14, 2025 - Jul 1, 2025
#6	-6.80% Dec 1, 2022 - Feb 1, 2023	-4.24% Jan 22, 2026 - May 14, 2026
#7	-5.43% Mar 28, 2024 - May 15, 2024	-3.03% May 31, 2024 - Sep 18, 2024
#8	-4.73% Dec 6, 2024 - Feb 19, 2025	-2.87% Apr 29, 2016 - Jul 26, 2016
#9	-4.08% Nov 11, 2025 - Nov 28, 2025	-2.87% Feb 17, 2021 - Mar 31, 2021
#10	-4.06% Jun 1, 2026 - Jun 25, 2026	-2.59% Sep 18, 2015 - Oct 22, 2015
#11	-4.03% Aug 30, 2024 - Sep 19, 2024	-2.36% Apr 6, 2021 - Sep 24, 2021
#12	-2.79% Oct 6, 2025 - Oct 24, 2025	-2.04% Jul 6, 2017 - Sep 29, 2017
#13	-2.33% Feb 2, 2026 - Feb 9, 2026	-1.93% Oct 20, 2016 - Dec 6, 2016
#14	-2.22% Dec 11, 2025 - Dec 23, 2025	-1.76% Dec 31, 2019 - Jan 17, 2020
#15	-2.17% Jan 12, 2026 - Jan 27, 2026	-1.56% Dec 29, 2020 - Jan 13, 2021

Correlation

Correlation between HDUS and IGBH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2015 - 2026)

HDUS vs IGBH dividend yield comparison.

Year	HDUS	IGBH
2026	0.55%	2.60%
2025	1.45%	6.23%
2024	1.58%	6.88%
2023	1.36%	7.32%
2022	0.33%	3.84%
2021	0.00%	2.71%
2020	0.00%	2.39%
2019	0.00%	3.40%
2018	0.00%	5.56%
2017	0.00%	2.87%
2016	0.00%	2.62%
2015	0.00%	1.12%