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LRGF vs ROSC

iShares U.S. Equity Factor ETF vs Hartford Multifactor Small Cap ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • LRGF costs 0.26% less per year.
  • LRGF is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; ROSC uses index tracking.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

LRGFROSC
Annual cost (TER)0.08%0.34%
Fund size (AUM)$3.3B$55M
Since20152015
Dividend yield1.13%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+33.4%
CAGR 3Y+23.4%+17.4%
CAGR 5Y+13.8%+8.5%
Sharpe 3Y1.230.77
Volatility 1Y12.16%15.75%
Max drawdown-36.03%-43.13%

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

Similar to LRGF and ROSC