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EPIN vs ROSC

Harbor International Equity ETF vs Hartford Multifactor Small Cap ETF

EPIN

Harbor International Equity ETF

Harbor Capital Advisors Inc

Annual cost

0.80%

Fund size

$7M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • ROSC costs 0.46% less per year.
  • ROSC is significantly larger than EPIN — larger funds tend to be more liquid and less likely to close.
  • EPIN covers global markets; ROSC covers north america.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPINROSC
Annual cost (TER)0.80%0.34%
Fund size (AUM)$7M$55M
Since20252015
Dividend yield1.87%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+35.5%
CAGR 3YN/A+17.5%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.78
Volatility 1Y15.76%
Max drawdown-11.64%-43.13%

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

Similar to EPIN and ROSC