HTRB vs BGIG
Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
HTRB vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTRB
$2.20B
BGIG
$2.20B
Expense Ratio
Winner
HTRB
0.29%
BGIG
0.45%
Max Drawdown
HTRB
26.85%
Winner
BGIG
14.11%
Sharpe Ratio
HTRB
-0.33
Winner
BGIG
1.70
5Y Beta
Winner
HTRB
0.05
BGIG
0.59
P/E Ratio
HTRB
N/A
BGIG
24.97
Forward P/E
HTRB
N/A
BGIG
20.14
PEG Ratio
HTRB
N/A
BGIG
0.68
5Y Dividends CAGR
HTRB
-2.71%
BGIG
N/A
5Y EPS CAGR
HTRB
N/A
BGIG
13.95%
P/S Ratio
HTRB
N/A
BGIG
2.72
P/B Ratio
HTRB
N/A
BGIG
4.33
HTRB vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
HTRB
-0.16%
Winner
BGIG
+2.59%
3M
HTRB
+0.14%
Winner
BGIG
+5.37%
6M
HTRB
-1.56%
Winner
BGIG
+7.88%
1Y
HTRB
+2.71%
Winner
BGIG
+20.42%
5Y(CAGR)
HTRB
-0.01%
BGIG
N/A
10Y(CAGR)
HTRB
+2.08%
BGIG
N/A
Max(CAGR)
HTRB
+2.08%
Winner
BGIG
+17.00%
HTRB vs BGIG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | HTRB | BGIG |
|---|---|---|
| 2026 | -0.13% | +14.83% |
| 2025 | +7.27% | +12.53% |
| 2024 | +2.79% | +16.25% |
| 2023 | +6.64% | +4.55% |
| 2022 | -14.11% | N/A |
| 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 BGIG Drawdown Comparison
The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current HTRB drawdown is -2.01%. The current BGIG drawdown is -1.73%.
| Rank | HTRB | BGIG |
|---|---|---|
| #1 | -19.48% Sep 14, 2021 - Oct 28, 2025 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -10.48% Mar 6, 2020 - Jun 8, 2020 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -3.76% Jan 4, 2021 - Aug 2, 2021 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -2.82% Feb 27, 2026 - May 19, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -2.58% Dec 29, 2017 - Jan 30, 2019 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -1.80% Aug 27, 2019 - Oct 4, 2019 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -1.58% Jul 3, 2019 - Aug 1, 2019 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -1.13% Oct 28, 2025 - Feb 5, 2026 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -1.13% Oct 4, 2019 - Nov 27, 2019 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -1.10% Aug 10, 2020 - Nov 17, 2020 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -0.99% Aug 4, 2021 - Sep 14, 2021 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -0.80% Mar 27, 2019 - Apr 25, 2019 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -0.65% Feb 28, 2020 - Mar 3, 2020 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -0.61% Jun 8, 2020 - Jul 6, 2020 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -0.61% Nov 3, 2017 - Dec 27, 2017 | -1.34% Apr 30, 2026 - May 14, 2026 |
Correlation
Correlation between HTRB and BGIG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
HTRB vs BGIG dividend yield comparison.
| Year | HTRB | BGIG |
|---|---|---|
| 2026 | 2.54% | 0.98% |
| 2025 | 4.66% | 1.89% |
| 2024 | 4.45% | 2.02% |
| 2023 | 3.87% | 0.78% |
| 2022 | 3.08% | 0.00% |
| 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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