ROSCvsHDUSETF Comparison
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Hartford Multifactor Small Cap ETF (ROSC) and Hartford Disciplined US Equity ETF (HDUS) belong to the same industry segment: US Multi-Factor. ROSC's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, HDUS's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. ROSC is more expensive with a Total Expense Ratio (TER) of 0.34%, versus 0.19% for HDUS. ROSC is up 18% year-to-date (YTD) with +$5M in YTD flows. HDUS performs worse with 13.76% YTD performance, and -$65M in YTD flows. Run a side-by-side ETF comparison of ROSC and HDUS 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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ROSC vs HDUS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ROSC HDUS | +0.40%+1.15% | -1.08%+1.95% | +18.00%+13.76% | +24.37%+16.33% | +63.03%+78.95% | +55.71%n/a |
| Flows | ROSC HDUS | -$5M+$5M | -$12M-$92M | +$5M-$65M | +$7M-$62M | -$3M-$51M | +$10M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ROSC HDUS | +10.16%+10.18% | +13.50%+11.36% | +17.94%+14.10% | +19.17%n/a |
| Max drawdown | ROSC HDUS | -6.35%-3.26% | -7.65%-7.53% | -23.42%-17.90% | -23.42%n/a |
| Max drawdown duration | ROSC HDUS | 72d63d | 67d47d | 372d124d | 372dn/a |
Trading data
ROSC | HDUS | |
Last sale 10/16/2026 at 1:30 PM | $54.33 | $72.76 |
| Previous close 10/15/2026 | $54.73 | $73.42 |
| Consolidated volume 10/15/2026 | ||
| 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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ROSC | HDUS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
ROSC | HDUS | |
|---|---|---|
| Last price | $54.33 | $72.76 |
| 1D performance | -0.73% | -0.90% |
| AuM | $47.89 M | $111.90 M |
| E/R | 0.34% | 0.19% |
Characteristics
ROSC | HDUS | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Hartford Funds | Hartford Funds |
| Benchmark | Hartford Multifactor Small Cap Index | Hartford Disciplined US Equity Index |
| N° of holdings | 302 | 237 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 23, 2015 | November 16, 2022 |
| ESG | No | No |
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Exposure
Countries
ROSC
USA
96.27%
Other
3.73%
HDUS
USA
97.52%
Other
2.48%
Sectors
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%
HDUS
Technology
42.75%
Finance
17.74%
Consumer Non-Cycl.
9.19%
Healthcare
7.57%
Other
22.75%
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Diversification
ROSC
Total weight of top 15 holdings out of 15
15.76%
HDUS
Total weight of top 15 holdings out of 15
40.78%
Top 15 holdings
Data as of August 31, 2026
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%
IDT Corp.
0.88%
Rush Enterprises, Inc.
0.88%
Universal Insurance Holdings, Inc.
0.84%
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%
Frequently asked questions about ROSC and HDUS
How have the ROSC and HDUS ETFs performed in 2026?
As of October 15, 2026, ROSC is up 18% year-to-date (YTD), while HDUS has returned 13.76%. That puts ROSC better performer ahead so far this year.
Which ETF is attracting more investor money: ROSC or HDUS?
Year-to-date, the ROSC ETF saw +$5M in flows, compared to -$65M for HDUS.
Which ETF is more volatile: ROSC or HDUS?
Over the past year, ROSC had a volatility of 13.5%, while HDUS experienced 11.36%.
Which ETF is bigger: ROSC or HDUS?
As of October 15, 2026, ROSC holds $47.89 M in assets under management (AUM), while HDUS manages $111.90 M.
What sectors do the ROSC and HDUS ETFs invest in?
ROSC leans toward sectors like Finance, Healthcare and Technology. Meanwhile, HDUS focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the ROSC ETF and HDUS ETF?
ROSC top holdings include National HealthCare Corp., Garrett Motion, Inc. and BrightSpring Health Services, Inc.. HDUS holds in its top three: NVIDIA Corp., Microsoft Corp. and Apple, Inc..
Which ETF is more diversified: ROSC or HDUS?
ROSC holds 302 securities with 15.76% of its assets in the top 15. HDUS has 237 securities and a top 15 weight of 40.78%.
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