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BFOR vs ROSC

Barron's 400 ETF vs Hartford Multifactor Small Cap ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • ROSC costs 0.31% less per year.
  • BFOR is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BFOR has delivered higher annualized returns.

Side-by-side comparison

BFORROSC
Annual cost (TER)0.65%0.34%
Fund size (AUM)$211M$55M
Since20132015
Dividend yield0.55%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+33.4%
CAGR 3Y+20.1%+17.4%
CAGR 5Y+10.0%+8.5%
Sharpe 3Y0.940.77
Volatility 1Y14.92%15.75%
Max drawdown-41.27%-43.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BFOR and ROSC