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ROUS vs JDVI

Hartford Multifactor US Equity ETF vs John Hancock Disciplined Value International Select ETF

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

JDVI

John Hancock Disciplined Value International Select ETF

John Hancock

Annual cost

0.69%

Fund size

$720M

Key differences

  • ROUS costs 0.50% less per year.
  • ROUS follows a index tracking strategy; JDVI uses active selection.
  • ROUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ROUSJDVI
Annual cost (TER)0.19%0.69%
Fund size (AUM)$587M$720M
Since20152023
Dividend yield1.40%2.24%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+28.2%+33.1%
CAGR 3Y+20.4%N/A
CAGR 5Y+12.6%N/A
Sharpe 3Y1.23N/A
Volatility 1Y11.43%16.35%
Max drawdown-35.51%-14.97%

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

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