FTRB vs SIHY
Federated Hermes Total Return Bond ETF vs Harbor Ares Systematic High Yield ETF
Which is better, FTRB or SIHY?
SIHY has been ahead.
FTRB has a lower expense ratio. SIHY led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FTRB | SIHY |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.48% |
| AUM | $706M | $135M |
| Dividend Yield | 4.43% | 7.16% |
| Holdings | 681 | 435 |
| YTD Return | -2.16% | +0.69%Best |
| 1Y Return | -1.59% | +2.64%Best |
| 3Y Return (annualized) | - | +8.78% |
| 5Y Return (annualized) | - | +4.46% |
| Volatility (annualized) | 4.5% | 4.4%Best |
| Max Drawdown | -4.8%Best | -5.4% |
| $10,000 over 2.8 years | $10,804 | $11,982Best |
| Fund Family | Federated Hermes | Harbor Funds |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Jan 2, 2024 | Sep 14, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 4, 2024 to Oct 14, 2026 (2.8 years).
FTRB vs SIHY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.8 years both funds cover.
FTRB vs SIHY Performance
Federated Hermes Total Return Bond ETF (FTRB) is an ETF from Federated Hermes and Harbor Ares Systematic High Yield ETF (SIHY) is an ETF from Harbor Funds. Over the past year FTRB returned -1.59% while SIHY returned +2.64%. Year to date, FTRB is down 2.16% versus a gain of 0.69% for SIHY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FTRB has been the more volatile fund, with annualized monthly volatility of 4.5% compared with 4.4% for SIHY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -4.8% for FTRB and -5.4% for SIHY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FTRB charges 0.39% per year while SIHY charges 0.48%. On a $10,000 position that is $39 vs $48 annually, a gap of $9 per year that compounds over a long holding period. On income, FTRB currently yields 4.43% against 7.16% for SIHY.
Holdings Overlap
We hold position weights for 558 holdings in FTRB and 173 in SIHY, totalling 52.5% and 69.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 558 positions we hold weights for in FTRB and 173 in SIHY, against full books of 681 and 435.
Top Shared Holdings
| Stock | Weight in FTRB | Weight in SIHY | Difference |
|---|---|---|---|
| CNC 2.5 03/01/31Centene Corp 2.5% 03/01/2031 | 0.04% | 1.14% | 1.10% |
You are not choosing between two funds in isolation.
Whichever of FTRB and SIHY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FTRB or SIHY?
FTRB has an expense ratio of 0.39% while SIHY charges 0.48%. FTRB is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, FTRB or SIHY?
Over the past year FTRB returned -1.59% vs +2.64% for SIHY, so SIHY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FTRB or SIHY?
FTRB has been the more volatile fund at 4.5% annualized versus 4.4% for SIHY. Worst drawdown: FTRB -4.8% vs SIHY -5.4%.
Should I hold both FTRB and SIHY?
FTRB and SIHY have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FTRB or SIHY?
FTRB yields 4.43% while SIHY yields 7.16%, so SIHY currently pays the higher dividend yield.
Is SIHY better than FTRB?
FTRB has a lower expense ratio. SIHY led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.