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ROUS vs HAPS

Hartford Multifactor US Equity ETF vs Harbor Human Capital Factor US Small Cap ETF

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

HAPS

Harbor Human Capital Factor US Small Cap ETF

Harbor Capital Advisors Inc

Annual cost

0.61%

Fund size

$157M

Key differences

  • ROUS costs 0.42% less per year.
  • ROUS is significantly larger than HAPS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ROUS has delivered higher annualized returns.
  • ROUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROUSHAPS
Annual cost (TER)0.19%0.61%
Fund size (AUM)$587M$157M
Since20152023
Dividend yield1.40%0.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+29.0%
CAGR 3Y+20.4%+13.0%
CAGR 5Y+12.6%N/A
Sharpe 3Y1.230.52
Volatility 1Y11.43%17.11%
Max drawdown-35.51%-27.44%

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

Similar to ROUS and HAPS