TILT vs HTRB

Comparison between FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND (TILT, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceTILT has outperformed HTRB, delivering a return of +11.5% compared to +0.4%

TILT vs HTRB - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	TILT(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.25%	0.29%
Max Drawdown	38.78%	26.85%
Sharpe Ratio	1.65	0.35
5Y Beta	0.97	0.04
P/E Ratio	24.40	N/A
Forward P/E	16.11	N/A
5Y Dividends CAGR	7.70%	-3.29%
5Y EPS CAGR	21.94%	N/A
Debt to Equity	34.72%	N/A
P/S Ratio	1.91	N/A
P/B Ratio	3.13	N/A

Net Assets

TILT

$2.20B

HTRB

$2.20B

Expense Ratio

Winner

TILT

0.25%

HTRB

0.29%

Max Drawdown

TILT

38.78%

Winner

HTRB

26.85%

Sharpe Ratio

Winner

TILT

1.65

HTRB

0.35

5Y Beta

TILT

0.97

Winner

HTRB

0.04

P/E Ratio

TILT

24.40

HTRB

N/A

Forward P/E

TILT

16.11

HTRB

N/A

5Y Dividends CAGR

Winner

TILT

7.70%

HTRB

-3.29%

5Y EPS CAGR

TILT

21.94%

HTRB

N/A

Debt to Equity

TILT

34.72%

HTRB

N/A

P/S Ratio

TILT

1.91

HTRB

N/A

P/B Ratio

TILT

3.13

HTRB

N/A

TILT vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	TILT	HTRB
1 month	+0.02%	+0.79%
3 months	+12.17%	+1.02%
6 months	+8.42%	+0.69%
1 year	+25.74%	+4.83%
5 years(CAGR)	+11.47%	+0.36%
10 years(CAGR)	+13.75%	+2.21%
Max(CAGR)	+14.47%	+2.21%

TILT

+0.02%

Winner

HTRB

+0.79%

Winner

TILT

+12.17%

HTRB

+1.02%

Winner

TILT

+8.42%

HTRB

+0.69%

Winner

TILT

+25.74%

HTRB

+4.83%

5Y(CAGR)

Winner

TILT

+11.47%

HTRB

+0.36%

10Y(CAGR)

Winner

TILT

+13.75%

HTRB

+2.21%

Max(CAGR)

Winner

TILT

+14.47%

HTRB

+2.21%

TILT vs HTRB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TILT	HTRB
2026	+9.05%	+0.61%
2025	+16.78%	+7.27%
2024	+20.52%	+2.79%
2023	+25.13%	+6.64%
2022	-17.73%	-14.11%
2021	+29.40%	-1.01%
2020	+15.43%	+8.64%
2019	+28.62%	+10.21%
2018	-9.38%	-0.88%
2017	+17.29%	+1.02%
2016	+18.75%	N/A
2015	-1.72%	N/A
2014	+11.48%	N/A
2013	+32.34%	N/A
2012	+14.64%	N/A
2011	+14.01%	N/A

TILT vs HTRB Drawdown Comparison

The maximum drawdown for TILT was -38.44%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

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

The current TILT drawdown is -1.90%. The current HTRB drawdown is -1.29%.

Rank	TILT	HTRB
#1	-38.44% Feb 19, 2020 - Sep 2, 2020	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-24.12% Jan 4, 2022 - Dec 14, 2023	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-21.48% Sep 20, 2018 - Jul 12, 2019	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-19.85% Dec 4, 2024 - Jul 2, 2025	-2.82% Feb 27, 2026 - May 19, 2026
#5	-17.59% Jun 23, 2015 - Jul 14, 2016	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-11.02% Mar 27, 2012 - Sep 6, 2012	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-10.02% Jan 26, 2018 - Aug 6, 2018	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-9.51% Oct 28, 2011 - Jan 6, 2012	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-9.05% Sep 2, 2020 - Oct 12, 2020	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-8.50% Feb 9, 2026 - Apr 15, 2026	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-8.38% Sep 2, 2014 - Nov 6, 2014	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-8.33% Sep 14, 2012 - Jan 2, 2013	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-8.31% Jul 16, 2024 - Sep 19, 2024	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-6.95% Jul 26, 2019 - Oct 28, 2019	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-6.89% Oct 12, 2020 - Nov 5, 2020	-0.61% Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between TILT and HTRB is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2011 - 2026)

TILT vs HTRB dividend yield comparison.

Year	TILT	HTRB
2026	0.47%	1.71%
2025	1.15%	4.66%
2024	1.23%	4.45%
2023	1.44%	3.87%
2022	1.60%	3.08%
2021	1.16%	4.22%
2020	1.49%	4.79%
2019	1.54%	6.30%
2018	1.97%	2.37%
2017	1.55%	0.96%
2016	1.60%	0.00%
2015	1.98%	0.00%
2014	1.33%	0.00%
2013	0.98%	0.00%
2012	1.11%	0.00%
2011	0.46%	0.00%