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LSEQ vs ROUS

Harbor Long-Short Equity ETF vs Hartford Multifactor US Equity ETF

LSEQ

Harbor Long-Short Equity ETF

Harbor Capital Advisors Inc

Annual cost

2.28%

Fund size

$15M

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

Key differences

  • ROUS costs 2.09% less per year.
  • ROUS is significantly larger than LSEQ — larger funds tend to be more liquid and less likely to close.
  • LSEQ is classified as alternative, while ROUS is equity — different risk/return profiles.
  • LSEQ follows a long short strategy; ROUS uses index tracking.
  • ROUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSEQROUS
Annual cost (TER)2.28%0.19%
Fund size (AUM)$15M$587M
Since20232015
Dividend yield1.78%1.40%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+21.9%+29.7%
CAGR 3YN/A+20.4%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.23
Volatility 1Y14.93%11.43%
Max drawdown-8.35%-35.51%

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

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