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IWC vs. ROSC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IWC vs. ROSC

Last updated Jun 24, 2026

IWC (iShares Micro-Cap ETF) and ROSC (Hartford Multifactor Small Cap ETF) are both Small Cap Blend Equities funds - IWC tracks the Russell Microcap Index while ROSC tracks the ROSC-US - Hartford Multifactor Small Cap Index. Both are passively managed. Over the past 10 years, IWC returned 11.98%/yr vs 11.36%/yr for ROSC. A 0.79 correlation means they provide meaningful diversification when combined. IWC charges 0.60%/yr vs 0.34%/yr for ROSC.

Performance

IWC vs. ROSC - Performance Comparison

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

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Returns By Period

In the year-to-date period, IWC achieves a 22.38% return, which is significantly higher than ROSC's 16.64% return. Over the past 10 years, IWC has outperformed ROSC with an annualized return of 11.98%, while ROSC has yielded a comparatively lower 11.36% annualized return.

IWC

1D
-0.79%
1M
3.18%
YTD
22.38%
6M
19.49%
1Y
56.41%
3Y*
22.77%
5Y*
5.48%
10Y*
11.98%

ROSC

1D
0.51%
1M
3.56%
YTD
16.64%
6M
14.85%
1Y
34.90%
3Y*
17.42%
5Y*
8.95%
10Y*
11.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWC vs. ROSC - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IWC
iShares Micro-Cap ETF		22.38%22.45%13.63%8.99%-21.93%18.67%20.88%22.20%-13.13%12.79%
ROSC
Hartford Multifactor Small Cap ETF		16.64%10.18%7.28%18.88%-10.58%31.37%5.27%17.09%-12.38%24.49%

Correlation

The correlation between IWC and ROSC is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Mar 24, 2015

0.79

The correlation between IWC and ROSC shifts across timeframes, from 0.75 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.

IWC vs. ROSC - Sectors Allocation Comparison

Sectors
IWC
ROSC

Healthcare

26.8%
20.0%

Technology

21.7%
13.0%

Financial Services

17.6%
18.4%

Industrials

13.3%
11.0%

Consumer Cyclical

5.2%
14.6%

Basic Materials

4.1%
2.6%

Energy

4.0%
3.2%

Real Estate

3.3%
5.6%

Communication Services

1.9%
3.5%

Consumer Defensive

1.6%
6.4%

Utilities

0.5%
1.9%

Healthcare

IWC
26.8%
ROSC
20.0%

Technology

IWC
21.7%
ROSC
13.0%

Financial Services

IWC
17.6%
ROSC
18.4%

Industrials

IWC
13.3%
ROSC
11.0%

Consumer Cyclical

IWC
5.2%
ROSC
14.6%

Basic Materials

IWC
4.1%
ROSC
2.6%

Energy

IWC
4.0%
ROSC
3.2%

Real Estate

IWC
3.3%
ROSC
5.6%

Communication Services

IWC
1.9%
ROSC
3.5%

Consumer Defensive

IWC
1.6%
ROSC
6.4%

Utilities

IWC
0.5%
ROSC
1.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Micro-Cap ETF

Hartford Multifactor Small Cap ETF

Often compared with IWC:
IWC vs. IWMIWC vs. FDMIWC vs. SPYIWC vs. IWXIWC vs. PVIVXIWC vs. VOOIWC vs. VT
Often compared with ROSC:
ROSC vs. JEPIROSC vs. SPMOROSC vs. AVUVROSC vs. SQLVROSC vs. VBRROSC vs. CALFROSC vs. SMLV

Return for Risk

IWC vs. ROSC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IWC
IWC Risk / Return Rank: 7575
Overall Rank
IWC Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IWC Sortino Ratio Rank: 7171
Sortino Ratio Rank
IWC Omega Ratio Rank: 6363
Omega Ratio Rank
IWC Calmar Ratio Rank: 8686
Calmar Ratio Rank
IWC Martin Ratio Rank: 8080
Martin Ratio Rank
ROSC
ROSC Risk / Return Rank: 7979
Overall Rank
ROSC Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ROSC Sortino Ratio Rank: 8181
Sortino Ratio Rank
ROSC Omega Ratio Rank: 7373
Omega Ratio Rank
ROSC Calmar Ratio Rank: 8686
Calmar Ratio Rank
ROSC Martin Ratio Rank: 8080
Martin Ratio Rank
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.

IWC vs. ROSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Micro-Cap ETF (IWC) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IWCROSCDifference
Sharpe ratioReturn per unit of total volatility
2.33
2.27

+0.06

Sortino ratioReturn per unit of downside risk
3.01
3.30

-0.28

Omega ratioGain probability vs. loss probability

1.36

1.40

-0.04

Calmar ratioReturn relative to maximum drawdown

4.56

4.52

+0.04

Martin ratioReturn relative to average drawdown

14.85

14.75

+0.09

IWC vs. ROSC - Sharpe Ratio Comparison

The current IWC Sharpe Ratio is 2.33, which is comparable to the ROSC Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of IWC and ROSC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IWC vs. ROSC - Drawdown Comparison

The maximum IWC drawdown since its inception was -64.61%, which is greater than ROSC's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for IWC and ROSC.

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Drawdown Indicators

IWCROSCDifference

Max Drawdown

Largest peak-to-trough decline

-64.61%

-43.13%

-21.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.43%

-7.75%

-4.68%

Max Drawdown (3Y)

Largest decline over 3 years

-29.46%

-23.74%

-5.72%

Max Drawdown (5Y)

Largest decline over 5 years

-40.61%

-23.74%

-16.87%

Max Drawdown (10Y)

Largest decline over 10 years

-47.21%

-43.13%

-4.08%

Current Drawdown

Current decline from peak

-0.79%

-0.33%

-0.46%

Average Drawdown

Average peak-to-trough decline

-15.24%

-7.18%

-8.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

2.37%

+1.44%

Volatility

IWC vs. ROSC - Volatility Comparison

iShares Micro-Cap ETF (IWC) has a higher volatility of 8.51% compared to Hartford Multifactor Small Cap ETF (ROSC) at 3.54%. This indicates that IWC's price experiences larger fluctuations and is considered to be riskier 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

IWCROSCDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.51%

3.54%

+4.97%

Volatility (6M)

Calculated over the trailing 6-month period

18.17%

10.40%

+7.77%

Volatility (1Y)

Calculated over the trailing 1-year period

24.36%

15.53%

+8.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.58%

19.29%

+5.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.50%

20.24%

+4.26%

IWC vs. ROSC - Expense Ratio Comparison

IWC has a 0.60% expense ratio, which is higher than ROSC's 0.34% expense ratio.

Dividends

IWC vs. ROSC - Dividend Comparison

IWC's dividend yield for the trailing twelve months is around 0.98%, less than ROSC's 1.79% yield.

PositionTTM20252024202320222021202020192018201720162015
IWC
iShares Micro-Cap ETF		0.98%1.10%1.06%1.17%1.18%0.78%0.98%1.19%1.01%1.09%1.16%1.49%
ROSC
Hartford Multifactor Small Cap ETF		1.79%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

IWC and ROSC have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IWC has higher volatility (8.51%) compared to ROSC (3.54%). In terms of maximum drawdown, IWC dropped -64.61% vs ROSC's -43.13%.

On 10-year performance, IWC leads with 11.98% vs 11.36% for ROSC. On fees, ROSC is cheaper at 0.34% per year. On volatility, ROSC has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IWC has performed better with a 11.98% return vs 11.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ROSC is cheaper with a 0.34% expense ratio, compared with 0.60% for IWC.

ROSC has the higher dividend yield at 1.79%, compared with 0.98% for IWC.

IWC tracks Russell Microcap Index, while ROSC tracks ROSC-US - Hartford Multifactor Small Cap Index. They also come from different issuers: iShares and Hartford. Their fees differ too: 0.60% for IWC and 0.34% for ROSC.

IWC currently has the higher Sharpe Ratio (2.33 vs 2.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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