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ROSC vs PSC

Hartford Multifactor Small Cap ETF vs Principal U.S. Small-Cap ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • PSC is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

ROSCPSC
Annual cost (TER)0.34%0.38%
Fund size (AUM)$55M$2.0B
Since20152016
Dividend yield1.87%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+28.6%
CAGR 3Y+17.4%+18.7%
CAGR 5Y+8.5%+8.1%
Sharpe 3Y0.770.78
Volatility 1Y15.75%18.83%
Max drawdown-43.13%-46.75%

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

Similar to ROSC and PSC