HTRB vs AVSC
Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
HTRB vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTRB
$2.30B
Winner
AVSC
$2.40B
Expense Ratio
HTRB
0.29%
Winner
AVSC
0.25%
Max Drawdown
Winner
HTRB
26.85%
AVSC
28.84%
Sharpe Ratio
HTRB
0.46
Winner
AVSC
1.96
5Y Beta
Winner
HTRB
0.04
AVSC
1.03
P/E Ratio
HTRB
N/A
AVSC
58.60
Forward P/E
HTRB
N/A
AVSC
13.73
5Y Dividends CAGR
HTRB
-3.37%
AVSC
N/A
5Y EPS CAGR
HTRB
N/A
AVSC
10.43%
P/S Ratio
HTRB
N/A
AVSC
1.09
P/B Ratio
HTRB
N/A
AVSC
1.79
HTRB vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
HTRB
+0.24%
Winner
AVSC
+5.20%
3M
HTRB
-0.04%
Winner
AVSC
+5.05%
6M
HTRB
+0.88%
Winner
AVSC
+21.98%
1Y
HTRB
+6.25%
Winner
AVSC
+43.13%
5Y(CAGR)
HTRB
+0.49%
Winner
AVSC
+9.09%
10Y(CAGR)
HTRB
+2.25%
AVSC
N/A
Max(CAGR)
HTRB
+2.25%
Winner
AVSC
+9.09%
HTRB vs AVSC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | HTRB | AVSC |
|---|---|---|
| 2026 | +0.71% | +16.37% |
| 2025 | +7.27% | +9.78% |
| 2024 | +2.79% | +8.20% |
| 2023 | +6.64% | +20.32% |
| 2022 | -14.11% | -11.71% |
| 2021 | -1.01% | N/A |
| 2020 | +8.64% | N/A |
| 2019 | +10.21% | N/A |
| 2018 | -0.88% | N/A |
| 2017 | +1.02% | N/A |
HTRB vs AVSC Drawdown Comparison
The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current HTRB drawdown is -1.19%. The current AVSC drawdown is -0.53%.
| Rank | HTRB | AVSC |
|---|---|---|
| #1 | -19.48% Sep 14, 2021 - Oct 28, 2025 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -10.48% Mar 6, 2020 - Jun 8, 2020 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -3.76% Jan 4, 2021 - Aug 2, 2021 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -2.75% Feb 27, 2026 - Mar 27, 2026 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -2.58% Dec 29, 2017 - Jan 30, 2019 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -1.80% Aug 27, 2019 - Oct 4, 2019 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -1.58% Jul 3, 2019 - Aug 1, 2019 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -1.13% Oct 28, 2025 - Feb 5, 2026 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -1.13% Oct 4, 2019 - Nov 27, 2019 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -1.10% Aug 10, 2020 - Nov 17, 2020 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -0.99% Aug 4, 2021 - Sep 14, 2021 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #12 | -0.80% Mar 27, 2019 - Apr 25, 2019 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #13 | -0.65% Feb 28, 2020 - Mar 3, 2020 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #14 | -0.61% Jun 8, 2020 - Jul 6, 2020 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -0.61% Nov 3, 2017 - Dec 27, 2017 | -1.83% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between HTRB and AVSC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
HTRB vs AVSC dividend yield comparison.
| Year | HTRB | AVSC |
|---|---|---|
| 2026 | 1.36% | 0.13% |
| 2025 | 4.66% | 1.16% |
| 2024 | 4.45% | 1.17% |
| 2023 | 3.87% | 1.42% |
| 2022 | 3.08% | 1.10% |
| 2021 | 4.22% | 0.00% |
| 2020 | 4.79% | 0.00% |
| 2019 | 6.30% | 0.00% |
| 2018 | 2.37% | 0.00% |
| 2017 | 0.96% | 0.00% |
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