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LSEQ vs ROSC

Harbor Long-Short Equity ETF vs Hartford Multifactor Small Cap ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • ROSC costs 1.94% less per year.
  • ROSC is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ is classified as alternative, while ROSC is equity — different risk/return profiles.
  • LSEQ follows a long short strategy; ROSC uses index tracking.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSEQROSC
Annual cost (TER)2.28%0.34%
Fund size (AUM)$15M$55M
Since20232015
Dividend yield1.78%1.87%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+21.9%+35.5%
CAGR 3YN/A+17.5%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.78
Volatility 1Y14.93%15.76%
Max drawdown-8.35%-43.13%

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

Similar to LSEQ and ROSC