ITM vs HTRB

Comparison between VANECK INTERMEDIATE MUNI ETF (ITM, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

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

ITM vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITM(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.18%	0.29%
Max Drawdown	24.75%	26.85%
Sharpe Ratio	1.01	0.39
5Y Beta	0.02	0.04
5Y Dividends CAGR	5.87%	-3.29%

Net Assets

ITM

$2.20B

HTRB

$2.20B

Expense Ratio

Winner

ITM

0.18%

HTRB

0.29%

Max Drawdown

Winner

ITM

24.75%

HTRB

26.85%

Sharpe Ratio

Winner

ITM

1.01

HTRB

0.39

5Y Beta

Winner

ITM

0.02

HTRB

0.04

5Y Dividends CAGR

Winner

ITM

5.87%

HTRB

-3.29%

ITM vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	ITM	HTRB
1 month	+1.33%	+1.24%
3 months	+2.30%	+1.68%
6 months	+0.73%	+0.84%
1 year	+6.78%	+4.95%
5 years(CAGR)	+0.52%	+0.43%
10 years(CAGR)	+1.81%	+2.26%
Max(CAGR)	+3.34%	+2.26%

Winner

ITM

+1.33%

HTRB

+1.24%

Winner

ITM

+2.30%

HTRB

+1.68%

ITM

+0.73%

Winner

HTRB

+0.84%

Winner

ITM

+6.78%

HTRB

+4.95%

5Y(CAGR)

Winner

ITM

+0.52%

HTRB

+0.43%

10Y(CAGR)

ITM

+1.81%

Winner

HTRB

+2.26%

Max(CAGR)

Winner

ITM

+3.34%

HTRB

+2.26%

ITM vs HTRB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ITM	HTRB
2026	+0.82%	+1.05%
2025	+4.97%	+7.27%
2024	+0.74%	+2.79%
2023	+5.53%	+6.64%
2022	-9.24%	-14.11%
2021	+0.24%	-1.01%
2020	+5.85%	+8.64%
2019	+8.25%	+10.21%
2018	+1.05%	-0.88%
2017	+6.27%	+1.02%
2016	-1.15%	N/A
2015	+3.64%	N/A
2014	+9.98%	N/A
2013	-4.24%	N/A
2012	+6.19%	N/A
2011	+12.58%	N/A
2010	+2.01%	N/A
2009	+10.40%	N/A
2008	-1.16%	N/A
2007	+0.84%	N/A

ITM vs HTRB Drawdown Comparison

The maximum drawdown for ITM was -24.75%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

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

The current ITM drawdown is -1.07%. The current HTRB drawdown is -0.85%.

Rank	ITM	HTRB
#1	-24.75% Mar 9, 2020 - Jul 30, 2020	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-16.58% Sep 25, 2008 - May 19, 2009	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-15.11% Jul 20, 2021 - Nov 11, 2025	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-10.99% Nov 30, 2012 - May 16, 2014	-2.82% Feb 27, 2026 - May 19, 2026
#5	-8.90% Aug 26, 2010 - Aug 3, 2011	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-7.61% Jul 6, 2016 - Sep 5, 2017	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-4.05% Jan 30, 2015 - Nov 27, 2015	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-4.03% Sep 11, 2008 - Sep 25, 2008	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-3.91% May 21, 2009 - Aug 18, 2009	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-3.59% Jan 23, 2008 - Sep 11, 2008	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-3.43% Feb 27, 2026 - Mar 26, 2026	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-3.43% Oct 2, 2009 - Mar 2, 2010	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-3.39% Dec 6, 2017 - Dec 19, 2018	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-3.20% Feb 1, 2012 - May 4, 2012	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-2.97% Sep 23, 2011 - Dec 6, 2011	-0.61% Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between ITM and HTRB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2007 - 2026)

ITM vs HTRB dividend yield comparison.

Year	ITM	HTRB
2026	1.22%	1.71%
2025	2.86%	4.66%
2024	2.73%	4.45%
2023	2.40%	3.87%
2022	1.92%	3.08%
2021	1.70%	4.22%
2020	2.13%	4.79%
2019	2.44%	6.30%
2018	2.33%	2.37%
2017	2.21%	0.96%
2016	2.29%	0.00%
2015	2.28%	0.00%
2014	2.42%	0.00%
2013	2.63%	0.00%
2012	2.63%	0.00%
2011	3.22%	0.00%
2010	3.64%	0.00%
2009	3.59%	0.00%
2008	3.75%	0.00%
2007	0.22%	0.00%