IBTH vs HTRB

Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceIBTH has outperformed HTRB, delivering a return of +0.5% compared to +0.4%

IBTH vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTH(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.07%	0.29%
Max Drawdown	18.73%	26.85%
Sharpe Ratio	-0.17	0.39
5Y Beta	-0.02	0.04
5Y Dividends CAGR	40.47%	-3.29%

Net Assets

IBTH

$2.20B

HTRB

$2.20B

Expense Ratio

Winner

IBTH

0.07%

HTRB

0.29%

Max Drawdown

Winner

IBTH

18.73%

HTRB

26.85%

Sharpe Ratio

IBTH

-0.17

Winner

HTRB

0.39

5Y Beta

Winner

IBTH

-0.02

HTRB

0.04

5Y Dividends CAGR

Winner

IBTH

40.47%

HTRB

-3.29%

IBTH vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	IBTH	HTRB
1 month	+0.23%	+1.24%
3 months	+0.81%	+1.68%
6 months	+1.14%	+0.84%
1 year	+3.44%	+4.95%
5 years(CAGR)	+0.54%	+0.43%
10 years(CAGR)	N/A	+2.26%
Max(CAGR)	+0.63%	+2.26%

IBTH

+0.23%

Winner

HTRB

+1.24%

IBTH

+0.81%

Winner

HTRB

+1.68%

Winner

IBTH

+1.14%

HTRB

+0.84%

IBTH

+3.44%

Winner

HTRB

+4.95%

5Y(CAGR)

Winner

IBTH

+0.54%

HTRB

+0.43%

10Y(CAGR)

IBTH

N/A

HTRB

+2.26%

Max(CAGR)

IBTH

+0.63%

Winner

HTRB

+2.26%

IBTH vs HTRB - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IBTH	HTRB
2026	+1.01%	+1.05%
2025	+5.34%	+7.27%
2024	+3.47%	+2.79%
2023	+4.12%	+6.64%
2022	-9.28%	-14.11%
2021	-3.46%	-1.01%
2020	+4.20%	+8.64%
2019	N/A	+10.21%
2018	N/A	-0.88%
2017	N/A	+1.02%

IBTH vs HTRB Drawdown Comparison

The maximum drawdown for IBTH was -16.17%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current IBTH drawdown is -1.26%. The current HTRB drawdown is -0.85%.

Rank	IBTH	HTRB
#1	-16.17% Aug 4, 2020 - Oct 20, 2022	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-3.13% Mar 9, 2020 - Mar 30, 2020	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-1.43% Apr 21, 2020 - Jul 9, 2020	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-0.88% Apr 1, 2020 - Apr 20, 2020	-2.82% Feb 27, 2026 - May 19, 2026
#5	-0.23% Jul 9, 2020 - Jul 15, 2020	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-0.19% Mar 3, 2020 - Mar 5, 2020	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-0.15% Jul 24, 2020 - Jul 28, 2020	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-0.06% Jul 15, 2020 - Jul 21, 2020	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-0.04% Jul 31, 2020 - Aug 4, 2020	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	N/A	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	N/A	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	N/A	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	N/A	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	N/A	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	N/A	-0.61% Nov 3, 2017 - Dec 27, 2017