HTAB vs. ROSC
Compare and contrast key facts about Hartford Schroders Tax-Aware Bond ETF (HTAB) and Hartford Multifactor Small Cap ETF (ROSC).
HTAB and ROSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HTAB is an actively managed fund by Hartford. It was launched on Apr 18, 2018. ROSC is a passively managed fund by Hartford that tracks the performance of the ROSC-US - Hartford Multifactor Small Cap Index. It was launched on Mar 24, 2015.
Performance
HTAB vs. ROSC - Performance Comparison
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HTAB vs. ROSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 0.14% | 2.86% | 1.52% | 7.16% | -8.33% | -0.12% | 5.41% | 7.86% | 1.43% |
ROSC Hartford Multifactor Small Cap ETF | 3.15% | 10.18% | 7.28% | 18.88% | -10.58% | 31.37% | 5.27% | 17.09% | -14.09% |
Returns By Period
In the year-to-date period, HTAB achieves a 0.14% return, which is significantly lower than ROSC's 3.15% return.
HTAB
- 1D
- 0.43%
- 1M
- -2.17%
- YTD
- 0.14%
- 6M
- 1.22%
- 1Y
- 3.09%
- 3Y*
- 2.63%
- 5Y*
- 0.63%
- 10Y*
- —
ROSC
- 1D
- 1.33%
- 1M
- -3.65%
- YTD
- 3.15%
- 6M
- 7.48%
- 1Y
- 22.55%
- 3Y*
- 12.82%
- 5Y*
- 6.99%
- 10Y*
- 9.94%
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HTAB vs. ROSC - Expense Ratio Comparison
HTAB has a 0.39% expense ratio, which is higher than ROSC's 0.34% expense ratio.
Return for Risk
HTAB vs. ROSC — Risk / Return Rank
HTAB
ROSC
HTAB vs. ROSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders Tax-Aware Bond ETF (HTAB) 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.
| HTAB | ROSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.17 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.76 | 1.77 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.91 | -1.05 |
Martin ratioReturn relative to average drawdown | 2.14 | 7.26 | -5.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTAB | ROSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.17 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.36 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.43 | -0.01 |
Correlation
The correlation between HTAB and ROSC is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HTAB vs. ROSC - Dividend Comparison
HTAB's dividend yield for the trailing twelve months is around 3.94%, more than ROSC's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.94% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% | 0.00% | 0.00% | 0.00% |
ROSC Hartford Multifactor Small Cap ETF | 2.03% | 2.08% | 2.00% | 2.01% | 1.51% | 2.13% | 1.75% | 3.05% | 2.86% | 2.13% | 2.20% | 2.48% |
Drawdowns
HTAB vs. ROSC - Drawdown Comparison
The maximum HTAB drawdown since its inception was -14.76%, smaller than the maximum ROSC drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for HTAB and ROSC.
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Drawdown Indicators
| HTAB | ROSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.76% | -43.13% | +28.37% |
Max Drawdown (1Y)Largest decline over 1 year | -4.51% | -11.91% | +7.40% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -23.74% | +8.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.13% | — |
Current DrawdownCurrent decline from peak | -2.17% | -5.31% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -2.93% | -7.31% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.13% | -1.33% |
Volatility
HTAB vs. ROSC - Volatility Comparison
The current volatility for Hartford Schroders Tax-Aware Bond ETF (HTAB) is 1.74%, while Hartford Multifactor Small Cap ETF (ROSC) has a volatility of 5.24%. This indicates that HTAB experiences smaller price fluctuations and is considered to be less risky than ROSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTAB | ROSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 5.24% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 11.14% | -8.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.70% | 19.29% | -13.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.70% | 19.41% | -13.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.19% | 20.26% | -15.07% |