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HIS vs RODM

Humilis US Focused Opportunities ETF vs Hartford Multifactor Developed Markets (ex-US) ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$1.5B

Key differences

  • RODM costs 0.25% less per year.
  • HIS covers north america markets; RODM covers global.
  • HIS follows a active selection strategy; RODM uses index enhanced.
  • RODM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HISRODM
Annual cost (TER)0.54%0.29%
Fund size (AUM)$1.5B
Since20262015
Dividend yield2.81%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex enhanced
CAGR 1YN/A+28.5%
CAGR 3YN/A+20.2%
CAGR 5YN/A+10.2%
Sharpe 3YN/A1.29
Volatility 1Y10.77%
Max drawdown0.00%-35.98%

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

Similar to HIS and RODM