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USMF vs RODM

WisdomTree U.S. Multifactor Fund vs Hartford Multifactor Developed Markets (ex-US) ETF

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$1.5B

Key differences

  • RODM is significantly larger than USMF — larger funds tend to be more liquid and less likely to close.
  • USMF covers north america markets; RODM covers global.
  • USMF follows a index tracking strategy; RODM uses index enhanced.
  • Over the last 3 years, RODM has delivered higher annualized returns.

Side-by-side comparison

USMFRODM
Annual cost (TER)0.28%0.29%
Fund size (AUM)$358M$1.5B
Since20172015
Dividend yield1.36%2.81%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex enhanced
CAGR 1Y+6.2%+28.5%
CAGR 3Y+14.2%+20.2%
CAGR 5Y+7.8%+10.2%
Sharpe 3Y0.851.29
Volatility 1Y10.86%10.77%
Max drawdown-36.24%-35.98%

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

Similar to USMF and RODM