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EPSV vs RODM

Harbor SMID Cap Value ETF vs Hartford Multifactor Developed Markets (ex-US) ETF

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$1.5B

Key differences

  • RODM costs 0.59% less per year.
  • RODM is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
  • EPSV covers north america markets; RODM covers global.
  • EPSV follows a index tracking strategy; RODM uses index enhanced.
  • RODM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EPSVRODM
Annual cost (TER)0.88%0.29%
Fund size (AUM)$5M$1.5B
Since20252015
Dividend yield2.81%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex enhanced
CAGR 1Y+47.2%+27.2%
CAGR 3YN/A+20.0%
CAGR 5YN/A+10.3%
Sharpe 3YN/A1.28
Volatility 1Y17.87%10.78%
Max drawdown-8.93%-35.98%

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

Similar to EPSV and RODM