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FSMD vs RODM

Fidelity Small-Mid Multifactor ETF vs Hartford Multifactor Developed Markets (ex-US) ETF

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$1.5B

Key differences

  • FSMD costs 0.14% less per year.
  • FSMD covers north america markets; RODM covers global.
  • FSMD follows a index tracking strategy; RODM uses index enhanced.
  • Over the last 3 years, RODM has delivered higher annualized returns.

Side-by-side comparison

FSMDRODM
Annual cost (TER)0.15%0.29%
Fund size (AUM)$2.4B$1.5B
Since20192015
Dividend yield1.25%2.81%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex enhanced
CAGR 1Y+25.4%+28.5%
CAGR 3Y+17.8%+20.2%
CAGR 5Y+9.4%+10.2%
Sharpe 3Y0.831.29
Volatility 1Y15.36%10.77%
Max drawdown-40.67%-35.98%

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

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