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ROSC vs OSEA

Hartford Multifactor Small Cap ETF vs Harbor International Compounders ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

OSEA

Harbor International Compounders ETF

Harbor Capital Advisors Inc

Annual cost

0.55%

Fund size

$497M

Key differences

  • ROSC costs 0.21% less per year.
  • OSEA is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • ROSC covers north america markets; OSEA covers global.
  • Over the last 3 years, ROSC has delivered higher annualized returns.
  • ROSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROSCOSEA
Annual cost (TER)0.34%0.55%
Fund size (AUM)$55M$497M
Since20152022
Dividend yield1.87%1.23%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+35.5%+8.2%
CAGR 3Y+17.5%+7.1%
CAGR 5Y+9.0%N/A
Sharpe 3Y0.780.29
Volatility 1Y15.76%15.20%
Max drawdown-43.13%-18.14%

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

Similar to ROSC and OSEA