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ROSC vs FSMD

Hartford Multifactor Small Cap ETF vs Fidelity Small-Mid Multifactor ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

Key differences

  • FSMD costs 0.19% less per year.
  • FSMD is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

ROSCFSMD
Annual cost (TER)0.34%0.15%
Fund size (AUM)$55M$2.4B
Since20152019
Dividend yield1.87%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+25.4%
CAGR 3Y+17.4%+17.8%
CAGR 5Y+8.5%+9.4%
Sharpe 3Y0.770.83
Volatility 1Y15.75%15.36%
Max drawdown-43.13%-40.67%

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

Similar to ROSC and FSMD