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SMLF vs ROSC

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

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

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

SMLFROSC
Annual cost (TER)0.15%0.34%
Fund size (AUM)$3.6B$55M
Since20152015
Dividend yield1.07%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.5%+33.4%
CAGR 3Y+20.4%+17.4%
CAGR 5Y+10.7%+8.5%
Sharpe 3Y0.860.77
Volatility 1Y17.32%15.75%
Max drawdown-41.89%-43.13%

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

Similar to SMLF and ROSC