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HEMI vs ROSC

Hartford Equity Premium Income ETF vs Hartford Multifactor Small Cap ETF

HEMI

Hartford Equity Premium Income ETF

Annual cost

0.49%

Fund size

$34M

ROSC

Hartford Multifactor Small Cap ETF

Annual cost

0.34%

Fund size

$57M

Key differences

  • ROSC costs 0.15% less per year.
  • HEMI is classified as alternative, while ROSC is equity — different risk/return profiles.
  • HEMI follows a option income strategy; ROSC uses index tracking.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEMIROSC
Annual cost (TER)0.49%0.34%
Fund size (AUM)$34M$57M
Since20252015
Dividend yield1.86%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+32.8%
CAGR 3YN/A+17.9%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.79
Volatility 1Y15.58%
Max drawdown-7.79%-43.13%

Similar to HEMI and ROSC