Compare · 2 funds side by side · dividends reinvested

HTRB and BIV

HTRBHartford×BIVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,047BIV · best of the two

02 / 04

HTRB and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Total Return Bond ETFBonds & Cash · Core aggregate0.29%4.84%−0.7%−0.3%+6.0%−0.0%−4.9%4.1%$2.2B1.3

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.47%−1.0%−0.3%+5.8%+0.1%−5.4%4.3%$28.1B1.8

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: HTRB 2017 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Total Return Bond ETF · $2.2B$9,991

HTRB

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,047

$10,000 five years ago, dividends reinvested

HTRBMeasureBIV

−0.7%Year to dateJan 1 → Nov 4−1.0%

−0.3%1 yearTotal return−0.3%

+6.0%3 years · per year$10,000 became $11,927 · $11,836+5.8%

−0.0%5 years · per year$10,000 became $9,991 · $10,047+0.1%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

4.84%Trailing 12-mo yield$484 · $447 a year on $10k4.47%

−4.9%Worst dropSmaller is better−5.4%

4.1%VolatilityLower is calmer4.3%

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

5–2HTRB wins

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

More Ways to See the Pairs

HTRB vs BIV: Top 5 Holdings

Today

HTRB

0.0%in top 5

BIV

in top 5[…]

HTRBStockBIV

0.0%METAMnot top 5

0.0%DUKUnot top 5

0.0%GOOGMnot top 5

0.0%TMUSInot top 5

0.0%ORCLnot top 5

Held in common[…]

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

HTRB vs BIV Returns, Every Period

HartfordHTRB

−0.0%

5 years, per year

BIVVanguard

+0.1%

5 years, per year

HTRBBIVFaded: behind in that period

2–1HTRB wins

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

HTRB vs BIV

YTD

HartfordHTRB

−0.7%

BIVVanguard

−1.0%

−0.7%Year to date−1.0%

−4.9%Worst drop · 1Y−5.4%

4.1%Volatility · 1Y4.3%

4.8%Yield4.5%

$2.2BAssets$28.1B

4–0HTRB wins

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

Cost, Income and Risk

Fees: HTRB, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

HTRB0.29%$29

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

Yields: HTRB, BIV

4.84%highest, HTRB

FundTrailing yieldYield$10k

HTRB4.84%$484

BIV4.47%$447

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

Income After Fees on $10,000

$455most kept, HTRB

HTRB$484 − $29 = $455

BIV$447 − $3 = $444

KeptFee

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

Overlap: HTRB, BIV

Today

[…]holdings […]

HTRBBIV

HTRB—[…]

BIV[…]—

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

Return vs Bumpiness: 2 ETFs

−0.3%HTRB, at 4.1% volatility

HTRBWorst drop−4.9%4.1% vol

BIVWorst drop−5.4%4.3% vol

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

Paid More vs Made More

YTD

HTRBBIV

−0.7%Year to date−1.0%

4.8%Yield4.5%

−0.3%Past year−0.3%

0.29%Fee0.03%

2–1HTRB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026