HTRB vs DFSU

Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).

HTRB vs DFSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTRB(ETF)	DFSU(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.29%	0.15%
Max Drawdown	26.85%	20.33%
Sharpe Ratio	0.46	1.25
5Y Beta	0.04	0.99
P/E Ratio	N/A	24.40
Forward P/E	N/A	19.07
5Y Dividends CAGR	-3.29%	N/A
5Y EPS CAGR	N/A	25.31%
P/S Ratio	N/A	2.31
P/B Ratio	N/A	4.45

Net Assets

HTRB

$2.20B

DFSU

$2.20B

Expense Ratio

HTRB

0.29%

Winner

DFSU

0.15%

Max Drawdown

HTRB

26.85%

Winner

DFSU

20.33%

Sharpe Ratio

HTRB

0.46

Winner

DFSU

1.25

5Y Beta

Winner

HTRB

0.04

DFSU

0.99

P/E Ratio

HTRB

N/A

DFSU

24.40

Forward P/E

HTRB

N/A

DFSU

19.07

5Y Dividends CAGR

HTRB

-3.29%

DFSU

N/A

5Y EPS CAGR

HTRB

N/A

DFSU

25.31%

P/S Ratio

HTRB

N/A

DFSU

2.31

P/B Ratio

HTRB

N/A

DFSU

4.45

HTRB vs DFSU - Historical Returns

Returns include dividend reinvestment.

Period	HTRB	DFSU
1 month	+1.12%	+1.28%
3 months	+0.04%	+9.84%
6 months	+0.60%	+7.71%
1 year	+5.17%	+22.69%
5 years(CAGR)	+0.38%	N/A
10 years(CAGR)	+2.20%	N/A
Max(CAGR)	+2.20%	+19.76%

HTRB

+1.12%

Winner

DFSU

+1.28%

HTRB

+0.04%

Winner

DFSU

+9.84%

HTRB

+0.60%

Winner

DFSU

+7.71%

HTRB

+5.17%

Winner

DFSU

+22.69%

5Y(CAGR)

HTRB

+0.38%

DFSU

N/A

10Y(CAGR)

HTRB

+2.20%

DFSU

N/A

Max(CAGR)

HTRB

+2.20%

Winner

DFSU

+19.76%

HTRB vs DFSU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HTRB	DFSU
2026	+0.52%	+6.08%
2025	+7.27%	+15.92%
2024	+2.79%	+23.88%
2023	+6.64%	+26.67%
2022	-14.11%	+0.65%
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 DFSU Drawdown Comparison

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The current HTRB drawdown is -1.38%. The current DFSU drawdown is -1.66%.

Rank	HTRB	DFSU
#1	-19.48% Sep 14, 2021 - Oct 28, 2025	-19.88% Dec 4, 2024 - Jul 1, 2025
#2	-10.48% Mar 6, 2020 - Jun 8, 2020	-11.40% Jul 31, 2023 - Dec 8, 2023
#3	-3.76% Jan 4, 2021 - Aug 2, 2021	-10.12% Jan 12, 2026 - Apr 17, 2026
#4	-2.82% Feb 27, 2026 - May 19, 2026	-9.51% Feb 2, 2023 - Jun 8, 2023
#5	-2.58% Dec 29, 2017 - Jan 30, 2019	-8.14% Jul 16, 2024 - Aug 23, 2024
#6	-1.80% Aug 27, 2019 - Oct 4, 2019	-7.36% Dec 1, 2022 - Jan 26, 2023
#7	-1.58% Jul 3, 2019 - Aug 1, 2019	-6.25% Mar 28, 2024 - May 15, 2024
#8	-1.13% Oct 28, 2025 - Feb 5, 2026	-5.18% Oct 28, 2025 - Dec 3, 2025
#9	-1.13% Oct 4, 2019 - Nov 27, 2019	-4.70% Aug 30, 2024 - Sep 19, 2024
#10	-1.10% Aug 10, 2020 - Nov 17, 2020	-3.48% Jun 4, 2026 - Jun 10, 2026
#11	-0.99% Aug 4, 2021 - Sep 14, 2021	-3.22% Oct 8, 2025 - Oct 24, 2025
#12	-0.80% Mar 27, 2019 - Apr 25, 2019	-3.19% Nov 2, 2022 - Nov 10, 2022
#13	-0.65% Feb 28, 2020 - Mar 3, 2020	-2.93% Jul 28, 2025 - Aug 12, 2025
#14	-0.61% Jun 8, 2020 - Jul 6, 2020	-2.87% Oct 18, 2024 - Nov 6, 2024
#15	-0.61% Nov 3, 2017 - Dec 27, 2017	-2.70% Nov 11, 2024 - Nov 25, 2024