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HDUS vs ROSC

Hartford Disciplined US Equity ETF vs Hartford Multifactor Small Cap ETF

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • HDUS costs 0.15% less per year.
  • HDUS is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HDUS has delivered higher annualized returns.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HDUSROSC
Annual cost (TER)0.19%0.34%
Fund size (AUM)$180M$55M
Since20222015
Dividend yield1.38%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+33.4%
CAGR 3Y+21.8%+17.4%
CAGR 5YN/A+8.5%
Sharpe 3Y1.230.77
Volatility 1Y11.10%15.75%
Max drawdown-17.94%-43.13%

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

Similar to HDUS and ROSC