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IWL vs HTRB

Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceIWL has outperformed HTRB, delivering a return of +13.7% compared to +0.4%

IWL vs HTRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWL
$2.20B
HTRB
$2.20B
Expense Ratio
Winner
IWL
0.15%
HTRB
0.29%
Max Drawdown
IWL
32.71%
Winner
HTRB
26.85%
Sharpe Ratio
Winner
IWL
1.49
HTRB
0.35
5Y Beta
IWL
0.99
Winner
HTRB
0.04
P/E Ratio
IWL
28.38
HTRB
N/A
Forward P/E
IWL
22.06
HTRB
N/A
PEG Ratio
IWL
0.54
HTRB
N/A
5Y Dividends CAGR
Winner
IWL
5.56%
HTRB
-3.29%
5Y EPS CAGR
IWL
27.38%
HTRB
N/A
Debt to Equity
IWL
11.77%
HTRB
N/A
P/S Ratio
IWL
4.37
HTRB
N/A
P/B Ratio
IWL
6.11
HTRB
N/A

IWL vs HTRB - Historical Returns

Returns include dividend reinvestment.

1M
IWL
-1.89%
Winner
HTRB
+0.79%
3M
Winner
IWL
+12.08%
HTRB
+1.02%
6M
Winner
IWL
+5.97%
HTRB
+0.69%
1Y
Winner
IWL
+23.47%
HTRB
+4.83%
5Y(CAGR)
Winner
IWL
+13.74%
HTRB
+0.36%
10Y(CAGR)
Winner
IWL
+16.01%
HTRB
+2.21%
Max(CAGR)
Winner
IWL
+14.60%
HTRB
+2.21%

IWL vs HTRB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIWLHTRB
2026+6.81%+0.61%
2025+19.23%+7.27%
2024+27.94%+2.79%
2023+30.35%+6.64%
2022-20.56%-14.11%
2021+29.44%-1.01%
2020+20.82%+8.64%
2019+31.47%+10.21%
2018-3.75%-0.88%
2017+22.10%+1.02%
2016+12.98%N/A
2015+2.73%N/A
2014+15.28%N/A
2013+28.75%N/A
2012+15.54%N/A
2011+1.51%N/A
2010+10.16%N/A
2009+6.19%N/A

IWL vs HTRB Drawdown Comparison

The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

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

The current IWL drawdown is -3.71%. The current HTRB drawdown is -1.29%.

RankIWLHTRB
#1-32.71%
Feb 19, 2020 - Aug 3, 2020
-19.48%
Sep 14, 2021 - Oct 28, 2025
#2-25.64%
Jan 3, 2022 - Dec 11, 2023
-10.48%
Mar 6, 2020 - Jun 8, 2020
#3-19.31%
Oct 2, 2018 - Apr 22, 2019
-3.76%
Jan 4, 2021 - Aug 2, 2021
#4-19.15%
Feb 19, 2025 - Jun 26, 2025
-2.82%
Feb 27, 2026 - May 19, 2026
#5-17.77%
May 2, 2011 - Feb 3, 2012
-2.58%
Dec 29, 2017 - Jan 30, 2019
#6-15.37%
Apr 15, 2010 - Nov 5, 2010
-1.80%
Aug 27, 2019 - Oct 4, 2019
#7-12.41%
Jul 20, 2015 - Apr 20, 2016
-1.58%
Jul 3, 2019 - Aug 1, 2019
#8-10.06%
Jan 26, 2018 - Jul 25, 2018
-1.13%
Oct 28, 2025 - Feb 5, 2026
#9-10.01%
Sep 2, 2020 - Nov 16, 2020
-1.13%
Oct 4, 2019 - Nov 27, 2019
#10-9.83%
Jan 12, 2026 - Apr 15, 2026
-1.10%
Aug 10, 2020 - Nov 17, 2020
#11-9.42%
Apr 2, 2012 - Aug 15, 2012
-0.99%
Aug 4, 2021 - Sep 14, 2021
#12-9.04%
Jul 10, 2024 - Sep 19, 2024
-0.80%
Mar 27, 2019 - Apr 25, 2019
#13-7.73%
Jan 19, 2010 - Mar 17, 2010
-0.65%
Feb 28, 2020 - Mar 3, 2020
#14-7.69%
Oct 4, 2012 - Jan 4, 2013
-0.61%
Jun 8, 2020 - Jul 6, 2020
#15-7.39%
Sep 19, 2014 - Oct 31, 2014
-0.61%
Nov 3, 2017 - Dec 27, 2017

Correlation

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

0.61
-101

Dividend Comparison (2009 - 2026)

IWL vs HTRB dividend yield comparison.

YearIWLHTRB
20260.41%1.71%
20250.90%4.66%
20241.04%4.45%
20231.30%3.87%
20221.54%3.08%
20211.12%4.22%
20201.30%4.79%
20191.96%6.30%
20181.93%2.37%
20171.69%0.96%
20161.96%0.00%
20152.14%0.00%
20141.68%0.00%
20131.82%0.00%
20123.65%0.00%
20111.91%0.00%
20101.64%0.00%
20090.59%0.00%

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