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EMSF vs ROUS

Matthews Emerging Markets Sustainable Future Active ETF vs Hartford Multifactor US Equity ETF

EMSF

Matthews Emerging Markets Sustainable Future Active ETF

Matthews Asia Funds

Annual cost

0.79%

Fund size

$44M

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

Key differences

  • ROUS costs 0.60% less per year.
  • ROUS is significantly larger than EMSF — larger funds tend to be more liquid and less likely to close.
  • EMSF covers emerging markets markets; ROUS covers north america.
  • EMSF follows a active selection strategy; ROUS uses index tracking.
  • ROUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMSFROUS
Annual cost (TER)0.79%0.19%
Fund size (AUM)$44M$587M
Since20232015
Dividend yield5.21%1.40%
Asset classequityequity
Regionemerging marketsnorth america
Strategyactive selectionindex tracking
CAGR 1Y+64.8%+28.2%
CAGR 3YN/A+20.4%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.23
Volatility 1Y24.21%11.43%
Max drawdown-24.75%-35.51%

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

Similar to EMSF and ROUS