Skip to content
Beacon
Screener

USMF vs ROSC

WisdomTree U.S. Multifactor Fund vs Hartford Multifactor Small Cap ETF

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

ROSC

Hartford Multifactor Small Cap ETF

Hartford Mutual Funds

Annual cost

0.34%

Fund size

$55M

Key differences

  • USMF costs 0.06% less per year.
  • USMF is significantly larger than ROSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ROSC has delivered higher annualized returns.

Side-by-side comparison

USMFROSC
Annual cost (TER)0.28%0.34%
Fund size (AUM)$358M$55M
Since20172015
Dividend yield1.36%1.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+33.4%
CAGR 3Y+14.2%+17.4%
CAGR 5Y+7.8%+8.5%
Sharpe 3Y0.850.77
Volatility 1Y10.86%15.75%
Max drawdown-36.24%-43.13%

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

Similar to USMF and ROSC