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ROSC vs HDUS

Hartford Multifactor Small Cap ETF vs Hartford Disciplined US Equity ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

HDUS

Hartford Disciplined US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$180M

Key differences

  • HDUS costs 0.15% less per year.
  • HDUS is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HDUS has delivered higher annualized returns.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROSCHDUS
Annual cost (TER)0.34%0.19%
Fund size (AUM)$55M$180M
Since20152022
Dividend yield1.87%1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+27.9%
CAGR 3Y+17.4%+21.8%
CAGR 5Y+8.5%N/A
Sharpe 3Y0.771.23
Volatility 1Y15.75%11.10%
Max drawdown-43.13%-17.94%

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

Similar to ROSC and HDUS