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ROSC vs SMLF

Hartford Multifactor Small Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • SMLF costs 0.19% less per year.
  • SMLF is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

ROSCSMLF
Annual cost (TER)0.34%0.15%
Fund size (AUM)$55M$3.6B
Since20152015
Dividend yield1.87%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+33.4%+31.5%
CAGR 3Y+17.4%+20.4%
CAGR 5Y+8.5%+10.7%
Sharpe 3Y0.770.86
Volatility 1Y15.75%17.32%
Max drawdown-43.13%-41.89%

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

Similar to ROSC and SMLF