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VMAX vs ROUS

Hartford US Value ETF vs Hartford Multifactor US Equity ETF

VMAX

Hartford US Value ETF

Hartford Mutual Funds

Annual cost

0.29%

Fund size

$47M

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

Key differences

  • ROUS costs 0.10% less per year.
  • ROUS is significantly larger than VMAX — larger funds tend to be more liquid and less likely to close.
  • ROUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VMAXROUS
Annual cost (TER)0.29%0.19%
Fund size (AUM)$47M$587M
Since20232015
Dividend yield1.92%1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+28.2%
CAGR 3YN/A+20.4%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.23
Volatility 1Y12.35%11.43%
Max drawdown-19.05%-35.51%

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

Similar to VMAX and ROUS