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ROSC vs EPMV

Hartford Multifactor Small Cap ETF vs Harbor Mid Cap Value ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

EPMV

Harbor Mid Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$4M

Key differences

  • ROSC costs 0.54% less per year.
  • ROSC is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROSCEPMV
Annual cost (TER)0.34%0.88%
Fund size (AUM)$55M$4M
Since20152025
Dividend yield1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.5%+31.1%
CAGR 3Y+17.5%N/A
CAGR 5Y+9.0%N/A
Sharpe 3Y0.78N/A
Volatility 1Y15.76%15.32%
Max drawdown-43.13%-8.78%

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

Similar to ROSC and EPMV