ROUS vs USMF
Hartford Multifactor US Equity ETF against WisdomTree U.S. Multifactor Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
44%
132 shared positions
Fee gap
9 bp
ROUS is cheaper
1-year return gap
17.4 pts
ROUS is ahead
Larger fund
ROUS
$784M
Side by side
| ROUS | USMF | |
|---|---|---|
| Fund | Hartford Multifactor US Equity ETF | WisdomTree U.S. Multifactor Fund |
| Issuer | Hartford | WisdomTree |
| Category | Multi-Factor | Multi-Factor |
| Expense ratio | 0.19% | 0.28% |
| Assets | $784M | $263M |
| Average daily dollar volume | $4.2M | $1.1M |
| Listed | Feb 25, 2015 | Jun 29, 2017 |
| FrenzyCap score | 76 | 63 |
| 1-month return | +1.9% | −0.6% |
| 3-month return | +4.1% | −0.3% |
| Year to date | +19.1% | +2.7% |
| 1-year return | +19.8% | +2.3% |
| 30-day volatility | 8.3% | 10.3% |
| Worst drawdown, 1 year | −6.3% | −6.7% |
| Trailing 12-month yield | 1.29% | 1.26% |
| Holdings | 330 | 202 |
| Top 10 weight | 11.0% | 20.8% |
| Look-through P/E | 20.2 | 23.0 |
| Holdings vs fair value | +11.4% | +13.3% |
| Holdings above 200-day average | 75% | 73% |
| Net flow, latest 3 reported months | +$87M thru Jul 2026 | −$72M thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Oct 14, 2026third-party data | as of Oct 9, 2026third-party data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
51% of ROUS · 75% of USMF| Holding | ROUS | USMF |
|---|---|---|
| AAPL | 1.47% | 4.34% |
| GOOGL | 1.21% | 4.07% |
| NVDA | 1.12% | 4.01% |
| MRK | 0.83% | 0.88% |
| JNJ | 0.81% | 0.95% |
| MUSA | 0.76% | 1.07% |
| CSCO | 1.17% | 0.71% |
| AMAT | 0.71% | 0.80% |
| LRCX | 0.70% | 0.73% |
| LLY | 0.66% | 1.37% |
| MU | 0.64% | 1.10% |
| ABBV | 0.63% | 0.73% |
| AVGO | 0.63% | 1.55% |
| UNH | 0.77% | 0.62% |
| MO | 0.64% | 0.62% |
| KLAC | 0.76% | 0.59% |
| APH | 0.67% | 0.59% |
| FTNT | 1.10% | 0.59% |
| CRWD | 0.59% | 0.62% |
| KO | 0.58% | 0.60% |
| VZ | 0.83% | 0.58% |
| BMY | 0.72% | 0.57% |
| TXN | 0.90% | 0.56% |
| MTCH | 0.54% | 0.69% |
| TGT | 0.54% | 0.59% |
Sector mix of the stock holdings
| Sector | ROUS | USMF | Gap |
|---|---|---|---|
| Technology | 33.1% | 36.7% | −3.6% |
| Health Care | 11.3% | 14.2% | −2.9% |
| Industrials | 12.7% | 12.5% | +0.2% |
| Consumer Discretionary | 10.0% | 8.2% | +1.9% |
| Financials | 9.1% | 8.6% | +0.5% |
| Energy | 5.1% | 4.8% | +0.3% |
| Consumer Staples | 5.0% | 4.6% | +0.4% |
| Materials | 2.9% | 3.7% | −0.8% |
| Communication Services | 3.8% | 2.8% | +1.0% |
| Utilities | 3.6% | 1.7% | +1.9% |
| Real Estate | 2.9% | 1.9% | +1.0% |
| Other | 0.2% | 0.4% | −0.2% |
More: full overlap table · ROUS holdings · USMF holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.