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HFGO vs ROSC

Hartford Large Cap Growth ETF vs Hartford Multifactor Small Cap ETF

HFGO

Hartford Large Cap Growth ETF

Hartford Mutual Funds

Annual cost

0.59%

Fund size

$181M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • ROSC costs 0.25% less per year.
  • HFGO is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • HFGO follows a active selection strategy; ROSC uses index tracking.
  • Over the last 3 years, HFGO has delivered higher annualized returns.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HFGOROSC
Annual cost (TER)0.59%0.34%
Fund size (AUM)$181M$55M
Since20212015
Dividend yield0.00%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.7%+33.4%
CAGR 3Y+27.5%+17.4%
CAGR 5YN/A+8.5%
Sharpe 3Y1.070.77
Volatility 1Y17.94%15.75%
Max drawdown-44.64%-43.13%

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

Similar to HFGO and ROSC