HTRB vs EPP

Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).

5-Year PerformanceEPP has outperformed HTRB, delivering a return of +7.2% compared to -0.0%

HTRB vs EPP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTRB(ETF)	EPP(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.29%	0.47%
Max Drawdown	26.85%	67.70%
Sharpe Ratio	-0.33	0.92
5Y Beta	0.05	0.75
5Y Dividends CAGR	-2.71%	9.78%

Net Assets

HTRB

$2.20B

EPP

$2.20B

Expense Ratio

Winner

HTRB

0.29%

EPP

0.47%

Max Drawdown

Winner

HTRB

26.85%

EPP

67.70%

Sharpe Ratio

HTRB

-0.33

Winner

EPP

0.92

5Y Beta

Winner

HTRB

0.05

EPP

0.75

5Y Dividends CAGR

HTRB

-2.71%

Winner

EPP

9.78%

HTRB vs EPP - Historical Returns

Returns include dividend reinvestment.

Period	HTRB	EPP
1 month	-0.16%	+5.31%
3 months	+0.14%	+6.48%
6 months	-1.56%	+4.41%
1 year	+2.71%	+17.80%
5 years(CAGR)	-0.01%	+7.23%
10 years(CAGR)	+2.08%	+7.58%
Max(CAGR)	+2.08%	+9.17%

HTRB

-0.16%

Winner

EPP

+5.31%

HTRB

+0.14%

Winner

EPP

+6.48%

HTRB

-1.56%

Winner

EPP

+4.41%

HTRB

+2.71%

Winner

EPP

+17.80%

5Y(CAGR)

HTRB

-0.01%

Winner

EPP

+7.23%

10Y(CAGR)

HTRB

+2.08%

Winner

EPP

+7.58%

Max(CAGR)

HTRB

+2.08%

Winner

EPP

+9.17%

HTRB vs EPP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	HTRB	EPP
2026	-0.13%	+15.28%
2025	+7.27%	+19.75%
2024	+2.79%	+6.00%
2023	+6.64%	+6.11%
2022	-14.11%	-6.79%
2021	-1.01%	+3.86%
2020	+8.64%	+4.97%
2019	+10.21%	+19.27%
2018	-0.88%	-11.62%
2017	+1.02%	+24.09%
2016	N/A	+9.01%
2015	N/A	-8.36%
2014	N/A	-1.03%
2013	N/A	+1.73%
2012	N/A	+22.74%
2011	N/A	-14.42%
2010	N/A	+13.87%
2009	N/A	+62.26%
2008	N/A	-47.31%
2007	N/A	+29.17%
2006	N/A	+29.68%
2005	N/A	+14.63%
2004	N/A	+26.18%
2003	N/A	+43.93%
2002	N/A	-6.06%
2001	N/A	+8.45%

HTRB vs EPP Drawdown Comparison

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

The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.

The current HTRB drawdown is -2.01%.

Rank	HTRB	EPP
#1	-19.48% Sep 14, 2021 - Oct 28, 2025	-66.01% Oct 31, 2007 - Jan 10, 2013
#2	-10.48% Mar 6, 2020 - Jun 8, 2020	-39.30% Jan 16, 2020 - Dec 10, 2020
#3	-3.76% Jan 4, 2021 - Aug 2, 2021	-30.42% Sep 3, 2014 - Jul 14, 2017
#4	-2.82% Feb 27, 2026 - May 19, 2026	-26.24% Jun 4, 2021 - Sep 19, 2024
#5	-2.58% Dec 29, 2017 - Jan 30, 2019	-19.29% Oct 2, 2024 - May 27, 2025
#6	-1.80% Aug 27, 2019 - Oct 4, 2019	-18.74% May 22, 2002 - Jun 11, 2003
#7	-1.58% Jul 3, 2019 - Aug 1, 2019	-17.80% Jan 26, 2018 - Jun 27, 2019
#8	-1.13% Oct 28, 2025 - Feb 5, 2026	-17.59% Jul 23, 2007 - Sep 19, 2007
#9	-1.13% Oct 4, 2019 - Nov 27, 2019	-17.21% Apr 30, 2013 - Oct 22, 2013
#10	-1.10% Aug 10, 2020 - Nov 17, 2020	-16.92% Feb 17, 2004 - Sep 30, 2004
#11	-0.99% Aug 4, 2021 - Sep 14, 2021	-15.01% May 9, 2006 - Oct 25, 2006
#12	-0.80% Mar 27, 2019 - Apr 25, 2019	-12.96% Oct 22, 2013 - Apr 9, 2014
#13	-0.65% Feb 28, 2020 - Mar 3, 2020	-10.37% Jul 3, 2019 - Jan 13, 2020
#14	-0.61% Jun 8, 2020 - Jul 6, 2020	-10.31% Feb 26, 2007 - Mar 26, 2007
#15	-0.61% Nov 3, 2017 - Dec 27, 2017	-8.79% Feb 25, 2026 - May 6, 2026

Correlation

Correlation between HTRB and EPP is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2001 - 2026)

HTRB vs EPP dividend yield comparison.

Year	HTRB	EPP
2026	2.54%	1.42%
2025	4.66%	3.77%
2024	4.45%	3.81%
2023	3.87%	4.10%
2022	3.08%	4.37%
2021	4.22%	4.58%
2020	4.79%	2.28%
2019	6.30%	3.89%
2018	2.37%	5.00%
2017	0.96%	4.15%
2016	0.00%	3.96%
2015	0.00%	4.90%
2014	0.00%	4.33%
2013	0.00%	4.08%
2012	0.00%	4.21%
2011	0.00%	4.41%
2010	0.00%	3.30%
2009	0.00%	3.45%
2008	0.00%	2.39%
2007	0.00%	4.72%
2006	0.00%	4.24%
2005	0.00%	3.75%
2004	0.00%	3.34%
2003	0.00%	2.08%
2002	0.00%	1.74%
2001	0.00%	0.50%