HDUSvsROSCETF Comparison
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Hartford Disciplined US Equity ETF (HDUS) and Hartford Multifactor Small Cap ETF (ROSC) belong to the same industry segment: US Multi-Factor. HDUS's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, ROSC's top sector exposures are Finance, Healthcare and Technology. HDUS is less expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.34% for ROSC. HDUS is up 13.76% year-to-date (YTD) with -$65M in YTD flows. ROSC performs better with 17.12% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of HDUS and ROSC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HDUS vs ROSC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HDUS ROSC | +1.15%-0.25% | +1.95%-3.09% | +13.76%+17.12% | +16.33%+25.54% | +78.95%+61.81% | n/a+54.37% |
| Flows | HDUS ROSC | +$5M-$5M | -$92M-$12M | -$65M+$5M | -$62M+$7M | -$51M-$3M | -+$10M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HDUS ROSC | +10.18%+9.91% | +11.36%+13.41% | +14.10%+17.93% | n/a+19.17% |
| Max drawdown | HDUS ROSC | -3.26%-6.35% | -7.53%-7.65% | -17.90%-23.42% | n/a-23.42% |
| Max drawdown duration | HDUS ROSC | 63d73d | 47d67d | 124d372d | n/a372d |
Trading data
HDUS | ROSC | |
Last sale 10/19/2026 at 1:30 PM | $72.92 | $54.24 |
| Previous close 10/16/2026 | $72.76 | $54.33 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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HDUS | ROSC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/19/2026 at 1:30 PM
Live
Closed
HDUS | ROSC | |
|---|---|---|
| Last price | $72.92 | $54.24 |
| 1D performance | +0.22% | -0.17% |
| AuM | $111.90 M | $47.53 M |
| E/R | 0.19% | 0.34% |
Characteristics
HDUS | ROSC | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Hartford Funds | Hartford Funds |
| Benchmark | Hartford Disciplined US Equity Index | Hartford Multifactor Small Cap Index |
| N° of holdings | 237 | 302 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2022 | March 23, 2015 |
| ESG | No | No |
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Exposure
Countries
HDUS
USA
97.52%
Other
2.48%
ROSC
USA
96.27%
Other
3.73%
Sectors
HDUS
Technology
42.75%
Finance
17.74%
Consumer Non-Cycl.
9.19%
Healthcare
7.57%
Other
22.75%
ROSC
Finance
26.04%
Healthcare
18.86%
Technology
10.88%
Consumer Cyclical.
9.97%
Consumer Non-Cycl.
9.77%
Industrials
7.18%
Other
17.3%
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Diversification
HDUS
Total weight of top 15 holdings out of 15
40.78%
ROSC
Total weight of top 15 holdings out of 15
15.76%
Top 15 holdings
Data as of August 31, 2026
HDUS
NVIDIA Corp.
7.58%
Microsoft Corp.
6.01%
Apple, Inc.
5.40%
Alphabet, Inc.
5.03%
Amazon.com, Inc.
3.48%
Broadcom Inc.
2.24%
Meta Platforms, Inc.
1.89%
Johnson & Johnson
1.34%
ExxonMobil Holdings Corp.
1.19%
Verizon Communications, Inc.
1.15%
Tesla, Inc.
1.14%
T. Rowe Price Group, Inc.
1.11%
Micron Technology, Inc.
1.10%
SEI Investments Co.
1.07%
H&R Block, Inc.
1.05%
ROSC
National HealthCare Corp.
1.25%
Garrett Motion, Inc.
1.23%
BrightSpring Health Services, Inc.
1.23%
Harmony Biosciences Holdings, Inc.
1.20%
Pediatrix Medical Group, Inc.
1.18%
Organon & Co.
1.12%
Haemonetics Corp.
1.05%
HNI Corp.
1.01%
Indivior Pharmaceuticals, Inc.
1.00%
Frequency Electronics, Inc.
1.00%
Dillard's, Inc.
0.97%
United Fire Group, Inc.
0.92%
Rush Enterprises, Inc.
0.88%
IDT Corp.
0.88%
Universal Insurance Holdings, Inc.
0.84%
Frequently asked questions about HDUS and ROSC
How have the HDUS and ROSC ETFs performed in 2026?
As of October 15, 2026, HDUS is up 13.76% year-to-date (YTD), while ROSC has returned 17.12%. That puts ROSC better performer ahead so far this year.
Which ETF is attracting more investor money: HDUS or ROSC?
Year-to-date, the HDUS ETF saw -$65M in flows, compared to +$5M for ROSC.
Which ETF is more volatile: HDUS or ROSC?
Over the past year, HDUS had a volatility of 11.36%, while ROSC experienced 13.41%.
Which ETF is bigger: HDUS or ROSC?
As of October 15, 2026, HDUS holds $111.90 M in assets under management (AUM), while ROSC manages $47.53 M.
What sectors do the HDUS and ROSC ETFs invest in?
HDUS leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, ROSC focuses on Finance, Healthcare and Technology.
What are the top holdings of the HDUS ETF and ROSC ETF?
HDUS top holdings include NVIDIA Corp., Microsoft Corp. and Apple, Inc.. ROSC holds in its top three: National HealthCare Corp., Garrett Motion, Inc. and BrightSpring Health Services, Inc..
Which ETF is more diversified: HDUS or ROSC?
HDUS holds 237 securities with 40.78% of its assets in the top 15. ROSC has 302 securities and a top 15 weight of 15.76%.
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