HCRB vs JHCB
Hartford Core Bond ETF vs John Hancock Corporate Bond ETF
Which is better, HCRB or JHCB?
JHCB has been ahead.
JHCB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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 | HCRB | JHCB |
|---|---|---|
| Expense Ratio | 0.29%Tie | 0.29%Tie |
| AUM | $437M | $99M |
| Dividend Yield | 4.22% | 5.42% |
| Holdings | 1,642 | 181 |
| YTD Return | -5.38% | -3.09%Best |
| 1Y Return | -5.81% | -3.15%Best |
| 3Y Return (annualized) | +3.63% | +5.71%Best |
| 5Y Return (annualized) | -1.26% | -0.34%Best |
| Volatility (annualized) | 6.6%Best | 7.9% |
| Max Drawdown | -19.4%Best | -22.6% |
| $10,000 over 5 years | $9,386 | $9,831Best |
| Fund Family | Hartford Funds | John Hancock Investment Management |
| Category | Fixed Income | Fixed Income |
| Inception | Feb 19, 2020 | Mar 30, 2021 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Mar 31, 2021 to Oct 14, 2026 (5.5 years).
HCRB vs JHCB 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 5.5 years both funds cover.
HCRB vs JHCB Performance
Hartford Core Bond ETF (HCRB) is an ETF from Hartford Funds and John Hancock Corporate Bond ETF (JHCB) is an ETF from John Hancock Investment Management. Over the past year HCRB returned -5.81% while JHCB returned -3.15%. Year to date, HCRB is down 5.38% versus a loss of 3.09% for JHCB.
Over three years, HCRB compounded at +3.63% per year against +5.71% for JHCB; over five years the annualized figures are -1.26% and -0.34% respectively. Across the full 6-year window we track, JHCB has the edge at +0.33% annualized vs -0.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JHCB has been the more volatile fund, with annualized monthly volatility of 7.9% compared with 6.6% for HCRB. 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 -19.4% for HCRB and -22.6% for JHCB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HCRB charges 0.29% per year while JHCB charges 0.29%. On a $10,000 position that is $29 vs $29 annually. On income, HCRB currently yields 4.22% against 5.42% for JHCB.
Holdings Overlap
We hold position weights for 493 holdings in HCRB and 161 in JHCB, totalling 65.2% and 89.1% 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, 12 positions appear in both.
12 positions in common, counted across the 493 positions we hold weights for in HCRB and 161 in JHCB, against full books of 1,642 and 181.
Top Shared Holdings
| Stock | Weight in HCRB | Weight in JHCB | Difference |
|---|---|---|---|
| JPM V5.336 01/23/35Jpmorgan Chase 5.336 2035-01-23 | 0.03% | 1.05% | 1.02% |
| BA 5.15 05/01/30The Boeing Co 5.150 May 01 30 | 0.06% | 0.60% | 0.54% |
| ATH 5.875 01/15/34Athene Holding Ltd 5.875% 01/15/2034 | 0.03% | 0.58% | 0.55% |
| ORCL 4.7 09/27/34Oracle Corporation 4.7% Sep 27, 2034 | 0.06% | 0.51% | 0.45% |
| PCG 5.9 10/01/54Pacific Gas And Electric Co. 5.9 2054-10-01 | 0.01% | 0.45% | 0.44% |
| DELL 4.85 02/01/35Dell Int Llc / 4.85% 02/01/35 | 0.00% | 0.46% | 0.46% |
| GBLATL 3.125 06/15/3Global Atlantic (Fin) Co 144A 3.13% Jun 15, 2031 | 0.04% | 0.42% | 0.38% |
| OKE 6.05 09/01/33Oneok Inc 6.05 09/01/2033 | 0.05% | 0.17% | 0.12% |
| OKE 4.75 10/15/31Oneok Inc Company Guar 10/31 4.75 | 0.03% | 0.17% | 0.14% |
| ORCL 4.3 07/08/34Oracle Corp | 0.05% | 0.10% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of HCRB and JHCB 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, HCRB or JHCB?
HCRB has an expense ratio of 0.29% while JHCB charges 0.29%. At the precision these are quoted to, they cost the same.
Which performed better, HCRB or JHCB?
Over the past year HCRB returned -5.81% vs -3.15% for JHCB, so JHCB leads on 1-year performance. Over the longest common window we track (6 years), HCRB annualized -0.79% vs +0.33% for JHCB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HCRB or JHCB?
JHCB has been the more volatile fund at 7.9% annualized versus 6.6% for HCRB. Worst drawdown: HCRB -19.4% vs JHCB -22.6%.
Should I hold both HCRB and JHCB?
HCRB and JHCB have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, HCRB or JHCB?
HCRB yields 4.22% while JHCB yields 5.42%, so JHCB currently pays the higher dividend yield.
Is JHCB better than HCRB?
JHCB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.