HBRD vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricHBRDVTIWinner
Expense Ratio0.40%0.03%
AUM$15M$663.5B
Dividend Yield1.99%1.07%
Holdings1723,543
YTD Return-0.32%+10.14%
1Y Return-+19.82%
3Y Return (annualized)-+18.94%
5Y Return (annualized)-+11.79%
Volatility (annualized)-15.4%
Max Drawdown-2.9%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 25, 2026May 24, 2001

HBRD vs VTI Performance

Invesco US Hybrid Bond ETF (HBRD) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, HBRD is down 0.32% versus a gain of 10.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.9% for HBRD and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

HBRD charges 0.40% per year while VTI charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, HBRD currently yields 1.99% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

HBRD and VTI share 1 holdings out of 2917 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HBRDWeight in VTIDifference
CNP0.51%0.04%0.47%

Frequently Asked Questions

Which is cheaper, HBRD or VTI?

HBRD has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

What is the holdings overlap between HBRD and VTI?

HBRD and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2917 unique securities.

Which pays a higher dividend, HBRD or VTI?

HBRD yields 1.99% while VTI yields 1.07%, so HBRD currently pays the higher dividend yield.

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