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ROSC vs FLRG

Hartford Multifactor Small Cap ETF vs Fidelity U.S. Multifactor ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

Key differences

  • FLRG costs 0.19% less per year.
  • FLRG is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FLRG has delivered higher annualized returns.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROSCFLRG
Annual cost (TER)0.34%0.15%
Fund size (AUM)$55M$283M
Since20152020
Dividend yield1.87%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+19.9%
CAGR 3Y+17.4%+19.4%
CAGR 5Y+8.5%+13.0%
Sharpe 3Y0.771.13
Volatility 1Y15.75%10.28%
Max drawdown-43.13%-19.64%

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

Similar to ROSC and FLRG