PortfoliosLab logoPortfoliosLab logo
NDVG vs. ROUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NDVG vs. ROUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Dividend Growth ETF (NDVG) and Hartford Multifactor US Equity ETF (ROUS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


NDVG

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

ROUS

1D
0.01%
1M
6.18%
YTD
16.55%
6M
16.75%
1Y
29.42%
3Y*
20.87%
5Y*
12.84%
10Y*
13.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NDVG vs. ROUS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NDVG
Nuveen Dividend Growth ETF
-1.62%10.06%17.60%15.15%-9.55%11.07%
ROUS
Hartford Multifactor US Equity ETF
16.55%15.21%17.61%15.05%-9.65%7.69%

Correlation

The correlation between NDVG and ROUS is 0.76, 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

0.76

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

0.87

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2021

0.91

The correlation between NDVG and ROUS shifts across timeframes, from 0.76 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.

NDVG vs. ROUS - Sectors Allocation Comparison


Sectors
NDVG
ROUS

Technology

28.9%
33.2%

Financial Services

14.7%
10.6%

Industrials

10.2%
10.4%

Healthcare

9.8%
10.7%

Consumer Cyclical

9.7%
9.6%

Consumer Defensive

7.7%
5.8%

Energy

5.3%
3.0%

Utilities

5.1%
3.8%

Real Estate

3.9%
2.1%

Communication Services

2.7%
8.6%

Basic Materials

2.2%
2.2%

Technology

NDVG
28.9%
ROUS
33.2%

Financial Services

NDVG
14.7%
ROUS
10.6%

Industrials

NDVG
10.2%
ROUS
10.4%

Healthcare

NDVG
9.8%
ROUS
10.7%

Consumer Cyclical

NDVG
9.7%
ROUS
9.6%

Consumer Defensive

NDVG
7.7%
ROUS
5.8%

Energy

NDVG
5.3%
ROUS
3.0%

Utilities

NDVG
5.1%
ROUS
3.8%

Real Estate

NDVG
3.9%
ROUS
2.1%

Communication Services

NDVG
2.7%
ROUS
8.6%

Basic Materials

NDVG
2.2%
ROUS
2.2%

Compare stocks, funds, or ETFs

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


Return for Risk

NDVG vs. ROUS — Risk / Return Rank

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

NDVG

ROUS
ROUS Risk / Return Rank: 8383
Overall Rank
ROUS Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
ROUS Sortino Ratio Rank: 8181
Sortino Ratio Rank
ROUS Omega Ratio Rank: 7676
Omega Ratio Rank
ROUS Calmar Ratio Rank: 8787
Calmar Ratio Rank
ROUS Martin Ratio Rank: 8989
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.

NDVG vs. ROUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) and Hartford Multifactor US Equity ETF (ROUS). 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.

NDVG vs. ROUS - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


NDVGROUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

Drawdowns

NDVG vs. ROUS - Drawdown Comparison


Loading charts...

Drawdown Indicators


NDVGROUSDifference

Max Drawdown

Largest peak-to-trough decline

-35.51%

Max Drawdown (1Y)

Largest decline over 1 year

-5.97%

Max Drawdown (3Y)

Largest decline over 3 years

-15.81%

Max Drawdown (5Y)

Largest decline over 5 years

-18.91%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-4.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

Volatility

NDVG vs. ROUS - Volatility Comparison


Loading charts...

Volatility by Period


NDVGROUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.54%

Volatility (6M)

Calculated over the trailing 6-month period

8.50%

Volatility (1Y)

Calculated over the trailing 1-year period

11.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.96%

NDVG vs. ROUS - Expense Ratio Comparison

NDVG has a 0.64% expense ratio, which is higher than ROUS's 0.19% expense ratio.


Dividends

NDVG vs. ROUS - Dividend Comparison

NDVG's dividend yield for the trailing twelve months is around 4.41%, more than ROUS's 1.32% yield.


PositionTTM20252024202320222021202020192018201720162015
NDVG
Nuveen Dividend Growth ETF
4.41%1.05%1.20%1.24%1.34%0.57%0.00%0.00%0.00%0.00%0.00%0.00%
ROUS
Hartford Multifactor US Equity ETF
1.32%1.52%1.62%1.91%1.88%1.38%2.01%2.12%1.89%1.54%1.97%1.62%

Frequently Asked Questions


NDVG and ROUS have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ROUS is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ROUS is cheaper with a 0.19% expense ratio, compared with 0.64% for NDVG.

NDVG has the higher dividend yield at 4.41%, compared with 1.32% for ROUS.

They also come from different issuers: Nuveen and Hartford. Their fees differ too: 0.64% for NDVG and 0.19% for ROUS.

Portfolio Optimizer

Find the right allocation for NDVG and ROUS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer