OSCV vs. ROSC
Compare and contrast key facts about Opus Small Cap Value Plus ETF (OSCV) and Hartford Multifactor Small Cap ETF (ROSC).
OSCV and ROSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OSCV is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 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
OSCV vs. ROSC - Performance Comparison
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OSCV vs. ROSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OSCV Opus Small Cap Value Plus ETF | 6.67% | 1.35% | 11.66% | 10.14% | -11.41% | 27.69% | 4.94% | 27.51% | -13.52% |
ROSC Hartford Multifactor Small Cap ETF | 3.15% | 10.18% | 7.28% | 18.88% | -10.58% | 31.37% | 5.27% | 17.09% | -13.47% |
Returns By Period
In the year-to-date period, OSCV achieves a 6.67% return, which is significantly higher than ROSC's 3.15% return.
OSCV
- 1D
- 1.68%
- 1M
- -2.78%
- YTD
- 6.67%
- 6M
- 3.75%
- 1Y
- 14.52%
- 3Y*
- 9.67%
- 5Y*
- 5.27%
- 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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OSCV vs. ROSC - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than ROSC's 0.34% expense ratio.
Return for Risk
OSCV vs. ROSC — Risk / Return Rank
OSCV
ROSC
OSCV vs. ROSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value Plus ETF (OSCV) 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.
| OSCV | ROSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.17 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.77 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.91 | -0.64 |
Martin ratioReturn relative to average drawdown | 4.80 | 7.26 | -2.46 |
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
| OSCV | ROSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.17 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.36 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.43 | -0.07 |
Correlation
The correlation between OSCV and ROSC is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OSCV vs. ROSC - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.13%, less than ROSC's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSCV Opus Small Cap Value Plus ETF | 1.13% | 1.23% | 1.29% | 1.55% | 1.12% | 1.06% | 1.11% | 1.75% | 0.25% | 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
OSCV vs. ROSC - Drawdown Comparison
The maximum OSCV drawdown since its inception was -42.40%, roughly equal to the maximum ROSC drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for OSCV and ROSC.
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Drawdown Indicators
| OSCV | ROSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.40% | -43.13% | +0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -11.91% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -22.92% | -23.74% | +0.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.13% | — |
Current DrawdownCurrent decline from peak | -4.78% | -5.31% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -7.31% | -0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.13% | -0.06% |
Volatility
OSCV vs. ROSC - Volatility Comparison
The current volatility for Opus Small Cap Value Plus ETF (OSCV) is 4.74%, while Hartford Multifactor Small Cap ETF (ROSC) has a volatility of 5.24%. This indicates that OSCV 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
| OSCV | ROSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 5.24% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 11.14% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 19.29% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.34% | 19.41% | -2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 20.26% | +0.79% |