Quick Verdict

IGBH has a lower expense ratio. IGBH delivered stronger 1-year returns. IGBH offers more diversification with 76 holdings.

Lower Fees: IGBHHigher Returns: IGBHMore Diversified: IGBH

Side-by-Side Comparison

MetricHCOMIGBHWinner
Expense Ratio0.59%0.14%
AUM$9M$203M
Dividend Yield10.95%5.68%
Holdings554,130
YTD Return+0.71%+1.43%
1Y Return-4.90%+5.80%
3Y Return (annualized)-6.95%+7.55%
5Y Return (annualized)-+5.34%
Volatility (annualized)14.7%7.5%
Max Drawdown-28.8%-38.9%
Fund FamilyHartford FundsiShares by BlackRock (US)
CategoryCommodityFixed Income
InceptionSep 14, 2021Jul 22, 2015

HCOM vs IGBH Performance

Hartford Schroders Commodity Strategy ETF (HCOM) is a ETF from Hartford Funds and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) is a ETF from iShares by BlackRock (US). Over the past year HCOM returned -4.90% while IGBH returned +5.80%. Year to date, HCOM is up 0.71% versus a gain of 1.43% for IGBH.

Over three years, HCOM compounded at -6.95% per year against +7.55% for IGBH. Across the full 4-year window we track, IGBH has the edge at +2.85% annualized vs +0.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

HCOM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 7.5% for IGBH. 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 -28.8% for HCOM and -38.9% for IGBH. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

HCOM charges 0.59% per year while IGBH charges 0.14%. On a $10,000 position that is $59 vs $14 annually, a gap of $45 per year that compounds over a long holding period. On income, HCOM currently yields 10.95% against 5.68% for IGBH.

Frequently Asked Questions

Which is cheaper, HCOM or IGBH?

HCOM has an expense ratio of 0.59% while IGBH charges 0.14%. IGBH is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, HCOM or IGBH?

Over the past year HCOM returned -4.90% vs +5.80% for IGBH, so IGBH leads on 1-year performance. Over the longest common window we track (4 years), HCOM annualized +0.68% vs +2.85% for IGBH. Past performance does not guarantee future results.

Which is riskier, HCOM or IGBH?

HCOM has been the more volatile fund at 14.7% annualized versus 7.5% for IGBH. Worst drawdown: HCOM -28.8% vs IGBH -38.9%.

Should I hold both HCOM and IGBH?

HCOM and IGBH have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, HCOM or IGBH?

HCOM yields 10.95% while IGBH yields 5.68%, so HCOM currently pays the higher dividend yield.

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