HDUSvsROSCETF Comparison
VS
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 14.18% year-to-date (YTD) with -$63M in YTD flows. ROSC performs better with 17.92% YTD performance, and +$11M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
HDUS vs ROSC performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/31/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HDUS ROSC | +2.58%-1.64% | +2.09%+4.87% | +14.18%+17.92% | +21.05%+24.49% | +74.70%+55.25% | n/a+54.51% |
| Flows | HDUS ROSC | -$94M-$7M | -$84M-$6M | -$63M+$11M | -$57M+$14M | -$48M+$2M | -+$15M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HDUS ROSC | +11.58%+11.77% | +11.45%+14.36% | +14.17%+18.14% | n/a+19.27% |
| Max drawdown | HDUS ROSC | -4.14%-4.15% | -7.53%-7.65% | -17.90%-23.42% | n/a-23.42% |
| Max drawdown duration | HDUS ROSC | 60d27d | 47d67d | 124d372d | n/a372d |
Trading data
HDUS | ROSC | |
Last sale 8/31/2026 at 1:30 PM | $73.97 | $54.97 |
| Previous close 08/31/2026 | $74.26 | $55.37 |
| Consolidated volume 08/31/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
HDUS | ROSC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 8/31/2026 at 1:30 PM
Live
Closed
HDUS | ROSC | |
|---|---|---|
| Last price | $73.97 | $54.97 |
| 1D performance | -0.39% | -0.71% |
| AuM | $114.60 M | $53.60 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 | 234 | 302 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2022 | March 23, 2015 |
| ESG | No | No |
Advertisement
Exposure
Countries
HDUS
USA
95.91%
Other
4.09%
ROSC
USA
96.3%
Other
3.7%
Sectors
HDUS
Technology
41.97%
Finance
17.72%
Consumer Non-Cycl.
9.42%
Healthcare
7.65%
Other
23.24%
ROSC
Finance
25.8%
Healthcare
19.34%
Technology
10.78%
Consumer Cyclical.
10.19%
Consumer Non-Cycl.
9.47%
Industrials
7.11%
Other
17.31%
Advertisement
Diversification
HDUS
Total weight of top 15 holdings out of 15
40.63%
ROSC
Total weight of top 15 holdings out of 15
15.73%
Top 15 holdings
Data as of July 31, 2026
HDUS
NVIDIA Corp.
7.31%
Microsoft Corp.
5.81%
Apple, Inc.
5.42%
Alphabet, Inc.
5.10%
Amazon.com, Inc.
3.59%
Broadcom Inc.
2.23%
Meta Platforms, Inc.
1.84%
Johnson & Johnson
1.36%
US30233Q1085
1.28%
Micron Technology, Inc.
1.16%
Verizon Communications, Inc.
1.16%
Tesla, Inc.
1.13%
T. Rowe Price Group, Inc.
1.12%
H&R Block, Inc.
1.07%
SEI Investments Co.
1.05%
ROSC
National HealthCare Corp.
1.34%
BrightSpring Health Services, Inc.
1.21%
Garrett Motion, Inc.
1.19%
Pediatrix Medical Group, Inc.
1.16%
Harmony Biosciences Holdings, Inc.
1.15%
Organon & Co.
1.12%
Haemonetics Corp.
1.08%
Indivior Pharmaceuticals, Inc.
1.07%
Frequency Electronics, Inc.
1.02%
HNI Corp.
0.98%
Dillard's, Inc.
0.92%
United Fire Group, Inc.
0.92%
Rush Enterprises, Inc.
0.89%
IDT Corp.
0.86%
Puma Biotechnology, Inc.
0.82%
Frequently asked questions about HDUS and ROSC
How have the HDUS and ROSC ETFs performed in 2026?
As of August 31, 2026, HDUS is up 14.18% year-to-date (YTD), while ROSC has returned 17.92%. 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 -$63M in flows, compared to +$11M for ROSC.
Which ETF is more volatile: HDUS or ROSC?
Over the past year, HDUS had a volatility of 11.45%, while ROSC experienced 14.36%.
Which ETF is bigger: HDUS or ROSC?
As of August 31, 2026, HDUS holds $114.60 M in assets under management (AUM), while ROSC manages $53.60 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., BrightSpring Health Services, Inc. and Garrett Motion, Inc..
Which ETF is more diversified: HDUS or ROSC?
HDUS holds 237 securities with 40.63% of its assets in the top 15. ROSC has 302 securities and a top 15 weight of 15.73%.
Advertisement
Advertisement
