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HIS vs ROUS

Humilis US Focused Opportunities ETF vs Hartford Multifactor US Equity ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

Key differences

  • ROUS costs 0.35% less per year.
  • HIS follows a active selection strategy; ROUS uses index tracking.
  • ROUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HISROUS
Annual cost (TER)0.54%0.19%
Fund size (AUM)$587M
Since20262015
Dividend yield1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.2%
CAGR 3YN/A+20.4%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.23
Volatility 1Y11.43%
Max drawdown0.00%-35.51%

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

Similar to HIS and ROUS