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ROSC vs FLQM

Hartford Multifactor Small Cap ETF vs Franklin U.S. Mid Cap Multifactor Index ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

FLQM

Franklin U.S. Mid Cap Multifactor Index ETF

Franklin Templeton Investments

Annual cost

0.30%

Fund size

$1.6B

Key differences

  • FLQM is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ROSC has delivered higher annualized returns.

Side-by-side comparison

ROSCFLQM
Annual cost (TER)0.34%0.30%
Fund size (AUM)$55M$1.6B
Since20152017
Dividend yield1.87%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+7.8%
CAGR 3Y+17.4%+11.6%
CAGR 5Y+8.5%+7.0%
Sharpe 3Y0.770.58
Volatility 1Y15.75%12.36%
Max drawdown-43.13%-37.26%

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

Similar to ROSC and FLQM