IBDZ vs HFSI
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and HARTFORD STRATEGIC INCOME ETF (HFSI, ETF).
IBDZ vs HFSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDZ
$878M
Winner
HFSI
$879M
Expense Ratio
Winner
IBDZ
0.10%
HFSI
0.49%
Max Drawdown
IBDZ
7.08%
Winner
HFSI
3.94%
Sharpe Ratio
IBDZ
0.10
Winner
HFSI
0.62
5Y Beta
Winner
IBDZ
0.10
HFSI
0.12
IBDZ vs HFSI - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
-0.52%
Winner
HFSI
-0.34%
3M
IBDZ
-0.74%
Winner
HFSI
+0.20%
6M
IBDZ
-0.33%
Winner
HFSI
+0.86%
1Y
IBDZ
+3.87%
Winner
HFSI
+5.74%
Max(CAGR)
IBDZ
+5.91%
Winner
HFSI
+8.99%
IBDZ vs HFSI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | HFSI |
|---|---|---|
| 2026 | -0.18% | +1.09% |
| 2025 | +8.70% | +10.27% |
| 2024 | +4.24% | N/A |
IBDZ vs HFSI Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for HFSI was -3.06%, occurring on Mar 27, 2026. Recovery took 65 trading sessions.
The current IBDZ drawdown is -1.81%. The current HFSI drawdown is -0.78%.
| Rank | IBDZ | HFSI |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -3.06% Feb 27, 2026 - Jun 2, 2026 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -0.94% Jul 8, 2025 - Jul 22, 2025 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -0.85% Oct 28, 2025 - Nov 26, 2025 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -0.78% Jun 29, 2026 - Jul 21, 2026 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -0.62% May 19, 2025 - May 27, 2025 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -0.60% Jun 2, 2026 - Jun 15, 2026 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -0.59% Jun 4, 2025 - Jun 12, 2025 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -0.57% Jan 14, 2026 - Jan 27, 2026 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -0.57% Nov 26, 2025 - Dec 24, 2025 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -0.51% Apr 30, 2025 - May 13, 2025 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -0.51% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -0.42% Sep 11, 2025 - Oct 13, 2025 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -0.38% Jun 12, 2025 - Jun 23, 2025 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -0.37% Jun 16, 2026 - Jun 29, 2026 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -0.36% Jun 30, 2025 - Jul 8, 2025 |
Correlation
Correlation between IBDZ and HFSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2024 - 2026)
IBDZ vs HFSI dividend yield comparison.
| Year | IBDZ | HFSI |
|---|---|---|
| 2026 | 2.44% | 2.62% |
| 2025 | 4.85% | 4.38% |
| 2024 | 2.50% | 0.00% |
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