Compare · 2 funds side by side · dividends reinvested

HCRB and IUSB

HCRBHartford×IUSBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,113IUSB · best of the two

02 / 04

HCRB and IUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.1%+5.6%+0.2%−4.3%3.9%$50.1B1.0

Hartford Core Bond ETFBonds & Cash · Core aggregate0.29%4.36%−1.1%−0.8%+5.6%−0.2%−4.9%4.0%$443M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HCRB 2020 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Core Bond ETF · $443M$9,901

HCRB

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,113

$10,000 five years ago, dividends reinvested

HCRBMeasureIUSB

−1.1%Year to dateJan 1 → Nov 4−0.5%

−0.8%1 yearTotal return−0.1%

+5.6%3 years · per year$10,000 became $11,773 · $11,788+5.6%

−0.2%5 years · per year$10,000 became $9,904 · $10,102+0.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

4.36%Trailing 12-mo yield$436 · $436 a year on $10k4.36%

−4.9%Worst dropSmaller is better−4.3%

4.0%VolatilityLower is calmer3.9%

HCRBIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6IUSB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HCRB vs IUSB: Top 5 Holdings

Today

HCRB

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HCRB vs IUSB Returns, Every Period

HartfordHCRB

−0.2%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

HCRBIUSBFaded: behind in that period

0–3IUSB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HCRB vs IUSB

YTD

HartfordHCRB

−1.1%

IUSBiShares

−0.5%

−1.1%Year to date−0.5%

−4.9%Worst drop · 1Y−4.3%

4.0%Volatility · 1Y3.9%

4.4%Yield4.4%

$443MAssets$50.1B

3–0IUSB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HCRB, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

HCRB0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HCRB, IUSB

4.36%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.36%$436

HCRB4.36%$436

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$430most kept, IUSB

IUSB$436 − $6 = $430

HCRB$436 − $29 = $407

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HCRB, IUSB

Today

[…]holdings […]

HCRBIUSB

HCRB—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.1%IUSB, at 3.9% volatility

IUSBWorst drop−4.3%3.9% vol

HCRBWorst drop−4.9%4.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBHCRB

−0.5%Year to date−1.1%

4.4%Yield4.4%

−0.1%Past year−0.8%

0.06%Fee0.29%

3–0IUSB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026