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ROSC vs HFGO

Hartford Multifactor Small Cap ETF vs Hartford Large Cap Growth ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

HFGO

Hartford Large Cap Growth ETF

Hartford Mutual Funds

Annual cost

0.59%

Fund size

$181M

Key differences

  • ROSC costs 0.25% less per year.
  • HFGO is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • ROSC follows a index tracking strategy; HFGO uses active selection.
  • Over the last 3 years, HFGO has delivered higher annualized returns.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROSCHFGO
Annual cost (TER)0.34%0.59%
Fund size (AUM)$55M$181M
Since20152021
Dividend yield1.87%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+33.4%+28.7%
CAGR 3Y+17.4%+27.5%
CAGR 5Y+8.5%N/A
Sharpe 3Y0.771.07
Volatility 1Y15.75%17.94%
Max drawdown-43.13%-44.64%

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

Similar to ROSC and HFGO