HFSI vs IBDZ
Comparison between HARTFORD STRATEGIC INCOME ETF (HFSI, ETF) and ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF).
HFSI vs IBDZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HFSI
$879M
IBDZ
$878M
Expense Ratio
HFSI
0.49%
Winner
IBDZ
0.10%
Max Drawdown
Winner
HFSI
3.94%
IBDZ
7.08%
Sharpe Ratio
Winner
HFSI
0.62
IBDZ
0.10
5Y Beta
HFSI
0.12
Winner
IBDZ
0.10
HFSI vs IBDZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HFSI
-0.34%
IBDZ
-0.52%
3M
Winner
HFSI
+0.20%
IBDZ
-0.74%
6M
Winner
HFSI
+0.86%
IBDZ
-0.33%
1Y
Winner
HFSI
+5.74%
IBDZ
+3.87%
Max(CAGR)
Winner
HFSI
+8.99%
IBDZ
+5.91%
HFSI vs IBDZ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | HFSI | IBDZ |
|---|---|---|
| 2026 | +1.09% | -0.18% |
| 2025 | +10.27% | +8.70% |
| 2024 | N/A | +4.24% |
HFSI vs IBDZ Drawdown Comparison
The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The current HFSI drawdown is -0.78%. The current IBDZ drawdown is -1.81%.
| Rank | HFSI | IBDZ |
|---|---|---|
| #1 | -3.06% Feb 27, 2026 - Jun 2, 2026 | -5.56% Sep 16, 2024 - Jun 23, 2025 |
| #2 | -0.94% Jul 8, 2025 - Jul 22, 2025 | -3.04% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -0.85% Oct 28, 2025 - Nov 26, 2025 | -1.41% Jun 24, 2024 - Jul 5, 2024 |
| #4 | -0.78% Jun 29, 2026 - Jul 21, 2026 | -1.40% Oct 27, 2025 - Nov 25, 2025 |
| #5 | -0.62% May 19, 2025 - May 27, 2025 | -1.36% Jul 1, 2025 - Jul 29, 2025 |
| #6 | -0.60% Jun 2, 2026 - Jun 15, 2026 | -1.36% Aug 5, 2024 - Aug 14, 2024 |
| #7 | -0.59% Jun 4, 2025 - Jun 12, 2025 | -1.27% Jul 16, 2024 - Jul 31, 2024 |
| #8 | -0.57% Jan 14, 2026 - Jan 27, 2026 | -1.06% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -0.57% Nov 26, 2025 - Dec 24, 2025 | -1.04% Nov 26, 2025 - Jan 14, 2026 |
| #10 | -0.51% Apr 30, 2025 - May 13, 2025 | -0.98% Jan 14, 2026 - Feb 6, 2026 |
| #11 | -0.51% Aug 13, 2025 - Aug 22, 2025 | -0.94% Sep 15, 2025 - Oct 15, 2025 |
| #12 | -0.42% Sep 11, 2025 - Oct 13, 2025 | -0.90% May 24, 2024 - Jun 3, 2024 |
| #13 | -0.38% Jun 12, 2025 - Jun 23, 2025 | -0.77% Aug 23, 2024 - Sep 4, 2024 |
| #14 | -0.37% Jun 16, 2026 - Jun 29, 2026 | -0.65% Aug 13, 2025 - Aug 27, 2025 |
| #15 | -0.36% Jun 30, 2025 - Jul 8, 2025 | -0.58% Aug 21, 2024 - Aug 23, 2024 |
Correlation
Correlation between HFSI and IBDZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2024 - 2026)
HFSI vs IBDZ dividend yield comparison.
| Year | HFSI | IBDZ |
|---|---|---|
| 2026 | 2.62% | 2.44% |
| 2025 | 4.38% | 4.85% |
| 2024 | 0.00% | 2.50% |
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