HSRT vs. ROSC

Last updated Jun 4, 2026

HSRT (Hartford AAA CLO ETF) and ROSC (Hartford Multifactor Small Cap ETF) are both exchange-traded funds - HSRT is a CLO fund tracking the JP Morgan CLOIE AAA Index, while ROSC is a Small Cap Blend Equities fund tracking the ROSC-US - Hartford Multifactor Small Cap Index. Both are passively managed. At a 0.12 correlation, their price movements are largely independent. HSRT charges 0.24%/yr vs 0.34%/yr for ROSC.

Performance

HSRT vs. ROSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford AAA CLO ETF (HSRT) and Hartford Multifactor Small Cap ETF (ROSC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

HSRT

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROSC

• 1D: -0.88%
• 1M: 0.50%
• YTD: 11.71%
• 6M: 12.39%
• 1Y: 30.49%
• 3Y*: 15.86%
• 5Y*: 8.05%
• 10Y*: 10.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HSRT vs. ROSC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
HSRT Hartford AAA CLO ETF	0.00%	0.60%	6.44%	7.52%	-4.40%	0.58%	3.77%	6.95%	0.40%
ROSC Hartford Multifactor Small Cap ETF	11.71%	10.18%	7.28%	18.88%	-10.58%	31.37%	5.27%	17.09%	-14.33%

Correlation

The correlation between HSRT and ROSC is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.16
Correlation (All Time) Calculated using the full available price history since Jun 1, 2018	0.12

Return for Risk

HSRT vs. ROSC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ROSC

ROSC Risk / Return Rank: 65
ROSC Sharpe Ratio Rank: 58
ROSC Sortino Ratio Rank: 62
ROSC Omega Ratio Rank: 57
ROSC Calmar Ratio Rank: 78
ROSC Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HSRT vs. ROSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford AAA CLO ETF (HSRT) and Hartford Multifactor Small Cap ETF (ROSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	HSRT	ROSC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.97	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.42	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.46	—

Drawdowns

Drawdown Indicators

	HSRT	ROSC	Difference
Max Drawdown Largest peak-to-trough decline	—	-43.13%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.75%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.74%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.74%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.13%	—
Current Drawdown Current decline from peak	—	-1.76%	—
Average Drawdown Average peak-to-trough decline	—	-7.21%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.39%	—

Volatility

Volatility by Period

	HSRT	ROSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.30%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.56%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.32%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.28%	—

HSRT vs. ROSC - Expense Ratio Comparison

HSRT has a 0.24% expense ratio, which is lower than ROSC's 0.34% expense ratio.

Dividends

HSRT vs. ROSC - Dividend Comparison

HSRT has not paid dividends to shareholders, while ROSC's dividend yield for the trailing twelve months is around 1.87%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HSRT Hartford AAA CLO ETF	0.00%	1.29%	6.37%	3.98%	2.67%	2.23%	2.88%	3.50%	1.62%	0.00%	0.00%	0.00%
ROSC Hartford Multifactor Small Cap ETF	1.87%	2.08%	2.00%	2.01%	1.51%	2.13%	1.75%	3.05%	2.86%	2.13%	2.20%	2.48%

Frequently Asked Questions

Can I hold both HSRT and ROSC in my portfolio?

HSRT and ROSC have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, HSRT or ROSC?

On fees, HSRT is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HSRT or ROSC?

HSRT is cheaper with a 0.24% expense ratio, compared with 0.34% for ROSC.

Which ETF pays a higher dividend yield, HSRT or ROSC?

ROSC has the higher dividend yield at 1.87%, compared with 0.00% for HSRT.

What is the main difference between HSRT and ROSC?

HSRT is categorized as CLO, while ROSC is Small Cap Blend Equities. HSRT tracks JP Morgan CLOIE AAA Index, while ROSC tracks ROSC-US - Hartford Multifactor Small Cap Index. Their fees differ too: 0.24% for HSRT and 0.34% for ROSC.