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EPMB vs ROSC

Harbor Mid Cap Core ETF vs Hartford Multifactor Small Cap ETF

EPMB

Harbor Mid Cap Core ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • ROSC costs 0.54% less per year.
  • ROSC is significantly larger than EPMB — larger funds tend to be more liquid and less likely to close.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPMBROSC
Annual cost (TER)0.88%0.34%
Fund size (AUM)$5M$55M
Since20252015
Dividend yield1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+35.5%
CAGR 3YN/A+17.5%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.78
Volatility 1Y14.53%15.76%
Max drawdown-8.95%-43.13%

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

Similar to EPMB and ROSC