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FSMD vs ROSC

Fidelity Small-Mid Multifactor ETF vs Hartford Multifactor Small Cap ETF

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • FSMD costs 0.19% less per year.
  • FSMD is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FSMDROSC
Annual cost (TER)0.15%0.34%
Fund size (AUM)$2.4B$55M
Since20192015
Dividend yield1.25%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.4%+33.4%
CAGR 3Y+17.8%+17.4%
CAGR 5Y+9.4%+8.5%
Sharpe 3Y0.830.77
Volatility 1Y15.36%15.75%
Max drawdown-40.67%-43.13%

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

Similar to FSMD and ROSC