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HIS vs ROSC

Humilis US Focused Opportunities ETF vs Hartford Multifactor Small Cap ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • ROSC costs 0.20% less per year.
  • HIS follows a active selection strategy; ROSC uses index tracking.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HISROSC
Annual cost (TER)0.54%0.34%
Fund size (AUM)$55M
Since20262015
Dividend yield1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+33.4%
CAGR 3YN/A+17.4%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.77
Volatility 1Y15.75%
Max drawdown0.00%-43.13%

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

Similar to HIS and ROSC