HTRB vs SPYX

Comparison between HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).

5-Year PerformanceSPYX has outperformed HTRB, delivering a return of +12.9% compared to +0.5%

HTRB vs SPYX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTRB(ETF)	SPYX(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.29%	0.20%
Max Drawdown	26.85%	33.23%
Sharpe Ratio	0.46	1.98
5Y Beta	0.04	0.99
P/E Ratio	N/A	28.93
Forward P/E	N/A	22.38
5Y Dividends CAGR	-3.37%	4.43%
5Y EPS CAGR	N/A	28.35%
Debt to Equity	N/A	37.28%
P/S Ratio	N/A	3.61
P/B Ratio	N/A	5.63

Net Assets

HTRB

$2.30B

SPYX

$2.30B

Expense Ratio

HTRB

0.29%

Winner

SPYX

0.20%

Max Drawdown

Winner

HTRB

26.85%

SPYX

33.23%

Sharpe Ratio

HTRB

0.46

Winner

SPYX

1.98

5Y Beta

Winner

HTRB

0.04

SPYX

0.99

P/E Ratio

HTRB

N/A

SPYX

28.93

Forward P/E

HTRB

N/A

SPYX

22.38

5Y Dividends CAGR

HTRB

-3.37%

Winner

SPYX

4.43%

5Y EPS CAGR

HTRB

N/A

SPYX

28.35%

Debt to Equity

HTRB

N/A

SPYX

37.28%

P/S Ratio

HTRB

N/A

SPYX

3.61

P/B Ratio

HTRB

N/A

SPYX

5.63

HTRB vs SPYX - Historical Returns

Returns include dividend reinvestment.

Period	HTRB	SPYX
1 month	+0.24%	+9.35%
3 months	-0.04%	+6.35%
6 months	+0.88%	+9.81%
1 year	+6.25%	+31.37%
5 years(CAGR)	+0.49%	+12.92%
10 years(CAGR)	+2.25%	+15.55%
Max(CAGR)	+2.25%	+14.69%

HTRB

+0.24%

Winner

SPYX

+9.35%

HTRB

-0.04%

Winner

SPYX

+6.35%

HTRB

+0.88%

Winner

SPYX

+9.81%

HTRB

+6.25%

Winner

SPYX

+31.37%

5Y(CAGR)

HTRB

+0.49%

Winner

SPYX

+12.92%

10Y(CAGR)

HTRB

+2.25%

Winner

SPYX

+15.55%

Max(CAGR)

HTRB

+2.25%

Winner

SPYX

+14.69%

HTRB vs SPYX - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HTRB	SPYX
2026	+0.71%	+7.60%
2025	+7.27%	+18.23%
2024	+2.79%	+26.04%
2023	+6.64%	+27.44%
2022	-14.11%	-19.97%
2021	-1.01%	+30.12%
2020	+8.64%	+18.84%
2019	+10.21%	+31.63%
2018	-0.88%	-4.86%
2017	+1.02%	+22.61%
2016	N/A	+12.60%
2015	N/A	-2.02%

HTRB vs SPYX Drawdown Comparison

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

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current HTRB drawdown is -1.19%.

Rank	HTRB	SPYX
#1	-19.48% Sep 14, 2021 - Oct 28, 2025	-32.83% Feb 19, 2020 - Aug 6, 2020
#2	-10.48% Mar 6, 2020 - Jun 8, 2020	-26.15% Dec 29, 2021 - Dec 14, 2023
#3	-3.76% Jan 4, 2021 - Aug 2, 2021	-19.19% Sep 20, 2018 - Apr 12, 2019
#4	-2.75% Feb 27, 2026 - Mar 27, 2026	-18.74% Feb 19, 2025 - Jun 26, 2025
#5	-2.58% Dec 29, 2017 - Jan 30, 2019	-12.46% Dec 1, 2015 - Apr 19, 2016
#6	-1.80% Aug 27, 2019 - Oct 4, 2019	-9.84% Jan 12, 2026 - Apr 15, 2026
#7	-1.58% Jul 3, 2019 - Aug 1, 2019	-9.67% Jan 26, 2018 - Jul 25, 2018
#8	-1.13% Oct 28, 2025 - Feb 5, 2026	-9.55% Sep 2, 2020 - Nov 11, 2020
#9	-1.13% Oct 4, 2019 - Nov 27, 2019	-8.45% Jul 16, 2024 - Sep 19, 2024
#10	-1.10% Aug 10, 2020 - Nov 17, 2020	-7.14% May 3, 2019 - Jun 20, 2019
#11	-0.99% Aug 4, 2021 - Sep 14, 2021	-6.19% Jul 26, 2019 - Oct 21, 2019
#12	-0.80% Mar 27, 2019 - Apr 25, 2019	-5.71% Jun 8, 2016 - Jul 8, 2016
#13	-0.65% Feb 28, 2020 - Mar 3, 2020	-5.57% Sep 3, 2021 - Oct 25, 2021
#14	-0.61% Jun 8, 2020 - Jul 6, 2020	-5.44% Mar 28, 2024 - May 15, 2024
#15	-0.61% Nov 3, 2017 - Dec 27, 2017	-5.17% Oct 28, 2025 - Dec 11, 2025

Correlation

Correlation between HTRB and SPYX is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2015 - 2026)

HTRB vs SPYX dividend yield comparison.

Year	HTRB	SPYX
2026	1.36%	0.22%
2025	4.66%	0.91%
2024	4.45%	1.05%
2023	3.87%	1.21%
2022	3.08%	1.41%
2021	4.22%	1.04%
2020	4.79%	1.33%
2019	6.30%	1.56%
2018	2.37%	1.92%
2017	0.96%	1.68%
2016	0.00%	1.91%
2015	0.00%	0.16%