ROSC vs. BFOR ETF Comparison

Comparison of Hartford Multifactor Small Cap ETF (ROSC) to Barron's 400 (BFOR)

ROSC

Hartford Multifactor Small Cap ETF

ROSC Description

The investment seeks to provide investment results that correspond to the total return performance of the Hartford Multifactor Small Cap Index. The fund generally invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the United States small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality.

Grade (RS Rating)

Last Trade

$40.25

Average Daily Volume

2,052

Number of Holdings ^*

303

* may have additional holdings in another (foreign) market

BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$65.61

Average Daily Volume

2,360

Number of Holdings ^*

386

* may have additional holdings in another (foreign) market

Performance

Period	ROSC	BFOR
30 Days	-0.95%	-2.09%
60 Days	-0.94%	-0.03%
90 Days	0.36%	5.21%
12 Months	22.05%	29.49%

64 Overlapping Holdings

Symbol	Grade	Weight in ROSC	Weight in BFOR	Overlap
ALG	D	0.04%	0.25%	0.04%
AMPH	F	0.53%	0.24%	0.24%
APOG	A	0.46%	0.27%	0.27%
ARCT	F	0.03%	0.18%	0.03%
BBW	A	0.15%	0.31%	0.15%
BKE	D	0.82%	0.25%	0.25%
BRC	B	0.56%	0.26%	0.26%
BTU	F	0.16%	0.23%	0.16%
CAL	D	0.36%	0.25%	0.25%
CALM	D	1.07%	0.25%	0.25%
CATY	D	0.18%	0.22%	0.18%
CHCO	B	0.1%	0.25%	0.1%
COLL	C	0.62%	0.24%	0.24%
CORT	D	0.48%	0.25%	0.25%
CPRX	D	0.61%	0.24%	0.24%
CUBI	D	0.08%	0.22%	0.08%
CVI	F	0.62%	0.25%	0.25%
DDS	B	0.81%	0.27%	0.27%
DFH	D	0.12%	0.24%	0.12%
EFSC	C	0.05%	0.24%	0.05%
FBP	A	0.25%	0.26%	0.25%
FOR	D	0.53%	0.21%	0.21%
GMS	C	0.77%	0.26%	0.26%
GNE	F	0.63%	0.23%	0.23%
GOLF	D	0.29%	0.25%	0.25%
GPOR	C	0.4%	0.28%	0.28%
GRBK	C	0.09%	0.27%	0.09%
GRNT	B	0.21%	0.28%	0.21%
HCC	B	1.13%	0.31%	0.31%
HIBB	A	0.4%	0.29%	0.29%
HRMY	C	0.2%	0.24%	0.2%
HY	D	0.81%	0.26%	0.26%
IBOC	A	0.38%	0.26%	0.26%
IDCC	C	0.61%	0.24%	0.24%
IESC	B	0.34%	0.33%	0.33%
INSW	A	0.12%	0.27%	0.12%
IRMD	C	0.19%	0.24%	0.19%
JAKK	F	0.37%	0.2%	0.2%
KAI	D	0.14%	0.22%	0.14%
LBRT	B	0.42%	0.27%	0.27%
LMB	C	0.02%	0.24%	0.02%
LPG	B	0.06%	0.28%	0.06%
LRN	A	0.42%	0.28%	0.28%
MBIN	C	0.03%	0.22%	0.03%
NVEC	F	0.16%	0.25%	0.16%
OFG	A	0.54%	0.25%	0.25%
OSIS	C	0.37%	0.26%	0.26%
OTTR	B	0.27%	0.26%	0.26%
OXM	A	0.44%	0.26%	0.26%
PARR	F	0.03%	0.23%	0.03%
PFBC	A	0.5%	0.26%	0.26%
PFC	B	0.13%	0.24%	0.13%
PLAB	C	0.65%	0.25%	0.25%
PRDO	A	0.84%	0.26%	0.26%
RMR	B	0.36%	0.25%	0.25%
SLVM	A	0.51%	0.25%	0.25%
SMLR	F	0.21%	0.22%	0.21%
STBA	B	0.3%	0.24%	0.24%
TNC	D	0.38%	0.26%	0.26%
UFPT	A	0.55%	0.29%	0.29%
VYGR	D	0.21%	0.21%	0.21%
WIRE	A	1.1%	0.32%	0.32%
WNC	F	0.35%	0.22%	0.22%
ZYXI	D	0.45%	0.23%	0.23%

ROSC Overweight 239 Positions Relative to BFOR

Symbol	Grade	Weight
JXN	A	1.23%
BELFB	B	1.1%
RUSHA	D	1.01%
PINC	F	1.0%
PDCO	F	0.95%
ARCH	D	0.9%
LEVI	A	0.88%
SCS	D	0.85%
PLUS	C	0.85%
IMKTA	F	0.83%
HNI	B	0.81%
ETD	F	0.81%
AMKR	C	0.77%
HOPE	D	0.75%
MATX	B	0.74%
JBSS	F	0.71%
NHC	D	0.71%
VSH	C	0.71%
WMK	D	0.66%
KTB	B	0.66%
STC	A	0.65%
OSUR	D	0.64%
SNDR	D	0.64%
CRVL	C	0.64%
XRX	F	0.63%
EIG	D	0.61%
CCRN	F	0.61%
SANM	B	0.6%
SWBI	A	0.6%
GEF	D	0.6%
MOV	D	0.6%
IRWD	F	0.59%
SMP	C	0.57%
RGR	C	0.56%
GPI	A	0.56%
INVA	B	0.56%
BHE	A	0.56%
LZB	F	0.55%
PATK	D	0.54%
CNXN	D	0.53%
KFRC	D	0.53%
CNO	A	0.53%
GNW	C	0.52%
HVT	F	0.52%
CPF	A	0.49%
LMAT	A	0.49%
SPOK	F	0.49%
MED	F	0.49%
SXC	D	0.47%
RYI	F	0.47%
AMN	D	0.46%
UVV	B	0.45%
IDT	A	0.45%
WSR	D	0.44%
UVE	B	0.44%
TRST	B	0.43%
CEIX	F	0.42%
HSTM	B	0.42%
ACT	A	0.42%
RGP	D	0.42%
EMBC	F	0.41%
HCKT	D	0.39%
AMRK	A	0.39%
NWLI	A	0.39%
ORGO	F	0.39%
SPTN	D	0.39%
SAFT	C	0.39%
SUPN	D	0.38%
VGR	F	0.38%
TOWN	B	0.37%
SCHL	D	0.37%
IIPR	A	0.37%
PAHC	A	0.37%
HUBG	C	0.37%
MHO	D	0.37%
EQC	D	0.37%
SCSC	C	0.36%
BBSI	A	0.35%
NX	D	0.35%
AGX	B	0.35%
HSII	D	0.34%
SPNT	C	0.32%
VBTX	B	0.32%
IBCP	B	0.32%
EBF	D	0.31%
MLR	A	0.31%
SSTK	F	0.31%
WOR	D	0.3%
AMRX	A	0.3%
RELL	C	0.3%
EPM	F	0.3%
HTBK	D	0.3%
ZIMV	D	0.3%
TGNA	D	0.3%
PLPC	D	0.29%
ACCO	F	0.29%
GTY	C	0.29%
VIRC	B	0.29%
ZEUS	F	0.29%
BXC	D	0.29%
BUSE	B	0.29%
BNL	C	0.28%
CTO	B	0.28%
MSBI	D	0.27%
PANL	C	0.27%
KELYA	C	0.27%
VREX	F	0.27%
ODC	B	0.26%
REFI	A	0.26%
OMI	F	0.26%
DAKT	B	0.26%
MYE	A	0.26%
KRT	D	0.26%
ALX	C	0.26%
TPG	C	0.26%
ATEN	A	0.26%
FULT	A	0.25%
CARG	C	0.24%
THFF	B	0.24%
HDSN	F	0.24%
WSBC	D	0.24%
LXP	D	0.24%
ADUS	C	0.24%
CCS	D	0.23%
APLE	F	0.23%
HMN	A	0.23%
HAFC	C	0.23%
NMRK	D	0.22%
PBH	D	0.22%
RLJ	D	0.22%
NRC	D	0.22%
CSGS	F	0.22%
TPH	A	0.22%
TCMD	F	0.21%
AAN	F	0.21%
WERN	D	0.21%
MMI	D	0.21%
ASIX	F	0.2%
ANDE	B	0.2%
CWCO	D	0.19%
BANR	B	0.19%
DVAX	D	0.19%
VPG	D	0.18%
PLXS	B	0.18%
UVSP	A	0.18%
PRGS	F	0.18%
CCOI	F	0.18%
ABCB	B	0.17%
RCMT	F	0.17%
NBTB	B	0.17%
CRC	F	0.17%
CTBI	A	0.17%
NWBI	C	0.17%
ODP	C	0.17%
EPR	D	0.17%
CMT	D	0.16%
LTC	A	0.16%
HTLF	A	0.16%
AHH	C	0.16%
UNF	F	0.15%
SHO	D	0.15%
GDRX	B	0.15%
UWMC	C	0.15%
CNX	B	0.15%
ACAD	F	0.14%
ATRI	B	0.14%
WGO	F	0.14%
GIC	F	0.14%
MRTN	D	0.14%
MAN	B	0.14%
HFWA	C	0.14%
UTL	B	0.14%
EZPW	C	0.13%
AROW	C	0.13%
GTX	C	0.13%
TBRG	F	0.12%
PRK	A	0.12%
AMWD	D	0.12%
SEM	B	0.12%
ASB	A	0.12%
CRI	F	0.12%
NUS	F	0.11%
PK	D	0.11%
SCVL	B	0.11%
JWN	B	0.11%
HTH	C	0.1%
FHB	A	0.1%
OCFC	C	0.1%
MGRC	D	0.1%
KOP	F	0.1%
OPY	A	0.1%
TCBK	B	0.1%
JOUT	F	0.1%
KNSA	C	0.1%
TRMK	A	0.09%
ITGR	D	0.09%
GHC	B	0.09%
PDM	B	0.09%
LYTS	B	0.08%
CSR	A	0.08%
DLX	A	0.08%
AVA	B	0.08%
RMNI	F	0.08%
NHI	A	0.08%
PEBO	B	0.07%
HE	F	0.07%
SHOO	D	0.07%
PSMT	A	0.07%
RNST	C	0.07%
HCI	B	0.06%
CASS	D	0.06%
FF	B	0.06%
YMAB	C	0.06%
IMMR	D	0.05%
DEA	C	0.04%
THRY	C	0.04%
EOLS	D	0.04%
ARCB	F	0.04%
GMRE	D	0.04%
KE	D	0.04%
SXI	C	0.04%
AKR	B	0.04%
FRME	B	0.03%
SFNC	D	0.03%
URBN	D	0.03%
UMH	C	0.03%
NWN	B	0.02%
PAG	D	0.02%
ESQ	C	0.02%
BFST	D	0.02%
GSBC	B	0.02%
JILL	C	0.02%
OLP	A	0.02%
OSG	B	0.02%
NATR	C	0.02%
FBNC	F	0.01%
WAFD	B	0.01%
BDN	B	0.01%
ESRT	D	0.01%

ROSC Underweight 322 Positions Relative to BFOR

Symbol	Grade	Weight
VRT	A	-0.35%
VST	A	-0.34%
TGLS	B	-0.32%
FCX	A	-0.32%
SLCA	A	-0.32%
UAL	B	-0.31%
CPNG	A	-0.31%
BOOT	B	-0.31%
CMG	A	-0.3%
CNM	A	-0.3%
GOOGL	A	-0.3%
WSM	A	-0.3%
APP	B	-0.3%
DKS	B	-0.29%
RMD	B	-0.29%
THR	A	-0.29%
EME	A	-0.29%
WFRD	B	-0.29%
TPL	B	-0.29%
GM	B	-0.29%
MOD	B	-0.29%
AAON	C	-0.29%
BMI	A	-0.29%
MPC	D	-0.28%
AGYS	C	-0.28%
APH	A	-0.28%
VLO	C	-0.28%
FSLR	B	-0.28%
FANG	B	-0.28%
MGY	B	-0.28%
PYPL	B	-0.28%
AROC	B	-0.28%
TSCO	A	-0.28%
MLI	B	-0.28%
TRGP	B	-0.28%
PXD	B	-0.28%
SM	B	-0.28%
RCL	A	-0.28%
NTB	A	-0.28%
FCNCA	B	-0.28%
SIG	C	-0.27%
CTAS	A	-0.27%
VLTO	A	-0.27%
YELP	C	-0.27%
WMB	B	-0.27%
USLM	A	-0.27%
PEP	B	-0.27%
TXRH	A	-0.27%
LNTH	B	-0.27%
URI	D	-0.27%
ANF	C	-0.27%
CASY	B	-0.27%
VRRM	A	-0.27%
NSSC	B	-0.27%
CHX	D	-0.27%
ATKR	B	-0.27%
IBKR	A	-0.27%
AXP	B	-0.27%
GDDY	A	-0.27%
ESAB	B	-0.27%
FSS	C	-0.27%
BSX	A	-0.27%
BSY	B	-0.27%
OC	A	-0.27%
TNK	B	-0.27%
THC	A	-0.26%
CPRT	C	-0.26%
MTDR	D	-0.26%
EBAY	C	-0.26%
NVDA	C	-0.26%
IBP	C	-0.26%
CL	A	-0.26%
MCHP	A	-0.26%
HP	F	-0.26%
EXP	B	-0.26%
LII	D	-0.26%
JPM	B	-0.26%
MSI	A	-0.26%
CQP	C	-0.26%
KO	A	-0.26%
CHD	B	-0.26%
BY	A	-0.26%
JBI	D	-0.26%
MPLX	A	-0.26%
PHM	A	-0.26%
PH	C	-0.26%
CION	A	-0.26%
RGA	A	-0.26%
DY	A	-0.26%
LPLA	A	-0.26%
BLD	D	-0.26%
STLD	D	-0.26%
PANW	B	-0.26%
SLM	A	-0.26%
FIX	C	-0.26%
HEES	F	-0.26%
AVGO	D	-0.26%
FCN	B	-0.26%
BCSF	A	-0.26%
BOKF	A	-0.26%
UTI	A	-0.26%
WFC	B	-0.26%
CAT	D	-0.26%
PAYC	F	-0.26%
HUBB	D	-0.26%
XYL	A	-0.26%
SYF	A	-0.26%
DOV	A	-0.26%
AMZN	A	-0.26%
DMLP	C	-0.26%
GES	B	-0.26%
OZK	B	-0.26%
PEG	A	-0.26%
GPC	B	-0.26%
WES	A	-0.26%
CBT	A	-0.26%
HAL	F	-0.26%
BKR	D	-0.26%
CFR	C	-0.25%
HESM	C	-0.25%
TJX	C	-0.25%
INTU	C	-0.25%
ISRG	C	-0.25%
TW	B	-0.25%
WSFS	A	-0.25%
J	B	-0.25%
POWL	B	-0.25%
KEYS	D	-0.25%
AOS	D	-0.25%
MEDP	D	-0.25%
FTDR	B	-0.25%
VMC	C	-0.25%
ECL	A	-0.25%
FCF	B	-0.25%
HIG	D	-0.25%
PSN	D	-0.25%
WST	F	-0.25%
QCOM	A	-0.25%
BKNG	C	-0.25%
NYT	B	-0.25%
MDLZ	D	-0.25%
PAYX	D	-0.25%
AMR	D	-0.25%
LOPE	C	-0.25%
AYI	C	-0.25%
PCAR	D	-0.25%
ONB	A	-0.25%
MSFT	C	-0.25%
ABNB	D	-0.25%
NTAP	C	-0.25%
L	A	-0.25%
SYBT	B	-0.25%
CNA	B	-0.25%
ADP	D	-0.25%
STZ	D	-0.25%
EWBC	A	-0.25%
NBIX	A	-0.25%
AMAL	B	-0.25%
HOMB	A	-0.25%
RF	B	-0.25%
COKE	B	-0.25%
AAPL	C	-0.25%
FITB	A	-0.25%
CROX	D	-0.25%
HBAN	A	-0.25%
TEX	D	-0.25%
AGM	A	-0.25%
ACGL	A	-0.25%
FFBC	A	-0.25%
OSBC	B	-0.25%
COST	C	-0.25%
DNOW	D	-0.25%
PSX	D	-0.25%
AIT	C	-0.25%
CASH	B	-0.25%
EPD	C	-0.25%
GPK	C	-0.25%
WMS	C	-0.25%
AX	A	-0.25%
WWD	A	-0.25%
DVA	B	-0.25%
MLM	D	-0.25%
APO	D	-0.25%
DCI	B	-0.25%
MTB	A	-0.25%
PNC	A	-0.25%
WTFC	A	-0.25%
TOL	C	-0.25%
AMAT	C	-0.25%
MCB	B	-0.25%
OSK	D	-0.25%
ALSN	D	-0.25%
PKG	C	-0.24%
ACMR	D	-0.24%
DXCM	D	-0.24%
RNR	D	-0.24%
NUE	D	-0.24%
AMK	D	-0.24%
A	C	-0.24%
SYK	D	-0.24%
CF	F	-0.24%
CSCO	F	-0.24%
TROW	D	-0.24%
IPG	F	-0.24%
JKHY	D	-0.24%
SNPS	D	-0.24%
DHI	D	-0.24%
UTHR	A	-0.24%
NBHC	C	-0.24%
NOW	D	-0.24%
VRTX	D	-0.24%
TREX	D	-0.24%
BRO	C	-0.24%
BDC	C	-0.24%
SYY	D	-0.24%
GWW	D	-0.24%
CINF	D	-0.24%
V	D	-0.24%
BR	C	-0.24%
GNTX	D	-0.24%
LEN	C	-0.24%
HSY	C	-0.24%
SRCE	B	-0.24%
MCO	C	-0.24%
ANET	D	-0.24%
BLDR	C	-0.24%
VC	D	-0.24%
QCRH	C	-0.24%
EG	D	-0.24%
QLYS	D	-0.24%
CRUS	C	-0.24%
MA	D	-0.24%
STRL	D	-0.24%
MGM	F	-0.24%
NVR	D	-0.24%
INGR	C	-0.24%
ESGR	B	-0.24%
ROL	B	-0.24%
KKR	D	-0.24%
MBWM	B	-0.24%
HOG	D	-0.23%
DRI	F	-0.23%
IQV	D	-0.23%
ZM	F	-0.23%
WRB	D	-0.23%
PAX	F	-0.23%
DOX	F	-0.23%
MNST	D	-0.23%
G	D	-0.23%
TFX	F	-0.23%
TWI	F	-0.23%
WBS	D	-0.23%
FAST	D	-0.23%
IDXX	F	-0.23%
DECK	D	-0.23%
CDNS	D	-0.23%
RS	D	-0.23%
APAM	D	-0.23%
NKE	F	-0.23%
SNA	D	-0.23%
NFLX	D	-0.23%
RPRX	D	-0.23%
PCTY	D	-0.23%
EA	D	-0.23%
MPWR	C	-0.23%
RES	F	-0.23%
BLMN	F	-0.23%
EXLS	D	-0.23%
FFIV	F	-0.23%
RL	D	-0.23%
PEGA	D	-0.23%
PODD	D	-0.23%
HALO	D	-0.23%
CFB	D	-0.23%
CELH	D	-0.22%
NEU	D	-0.22%
CTSH	F	-0.22%
INCY	D	-0.22%
ON	F	-0.22%
LVS	D	-0.22%
IBM	D	-0.22%
ZTS	D	-0.22%
GILD	F	-0.22%
DOCS	F	-0.22%
TPR	D	-0.22%
FDS	D	-0.22%
VEEV	D	-0.22%
GGG	D	-0.22%
ELF	D	-0.22%
BRKR	F	-0.22%
LECO	D	-0.22%
ASO	D	-0.22%
META	D	-0.22%
CMCSA	F	-0.22%
WDFC	D	-0.22%
ROST	D	-0.22%
FTNT	F	-0.22%
UAA	F	-0.21%
NFE	F	-0.21%
LW	D	-0.21%
SMCI	D	-0.21%
TNET	F	-0.21%
ADSK	D	-0.21%
TBBK	F	-0.21%
MSCI	F	-0.21%
ODFL	F	-0.21%
BYD	F	-0.21%
ADBE	D	-0.21%
MOH	F	-0.21%
BURL	D	-0.21%
SSD	D	-0.21%
JBL	F	-0.2%
MANH	F	-0.2%
BMY	F	-0.2%
ULTA	F	-0.19%
FOUR	F	-0.18%
KNSL	F	-0.18%
SAIA	F	-0.18%
FIVE	F	-0.18%
SHLS	F	-0.17%
PRFT	F	-0.17%
GL	F	-0.16%