ROAM vs. ROSC

Last updated Apr 1, 2026

Compare and contrast key facts about Hartford Multifactor Emerging Markets ETF (ROAM) and Hartford Multifactor Small Cap ETF (ROSC).

ROAM and ROSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ROAM is a passively managed fund by Hartford that tracks the performance of the Hartford Multifactor Emerging Markets Equity Index. It was launched on Feb 26, 2015. 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. Both ROAM and ROSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

ROAM vs. ROSC - Performance Comparison

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

ROAM vs. ROSC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROAM Hartford Multifactor Emerging Markets ETF	6.43%	32.08%	6.21%	21.28%	-14.78%	9.32%	2.24%	8.89%	-12.24%	27.69%
ROSC Hartford Multifactor Small Cap ETF	3.15%	10.18%	7.28%	18.88%	-10.58%	31.37%	5.27%	17.09%	-12.38%	24.49%

Returns By Period

In the year-to-date period, ROAM achieves a 6.43% return, which is significantly higher than ROSC's 3.15% return. Over the past 10 years, ROAM has underperformed ROSC with an annualized return of 7.63%, while ROSC has yielded a comparatively higher 9.94% annualized return.

ROAM

• 1D: 2.47%
• 1M: -7.36%
• YTD: 6.43%
• 6M: 13.25%
• 1Y: 36.19%
• 3Y*: 19.94%
• 5Y*: 9.67%
• 10Y*: 7.63%

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%

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

ROAM vs. ROSC - Expense Ratio Comparison

ROAM has a 0.44% expense ratio, which is higher than ROSC's 0.34% expense ratio.

ROAM

Hartford Multifactor Emerging Markets ETF

ROSC

Hartford Multifactor Small Cap ETF

Return for Risk

ROAM vs. ROSC — Risk / Return Rank

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

ROAM

ROAM Risk / Return Rank: 93
ROAM Sharpe Ratio Rank: 94
ROAM Sortino Ratio Rank: 94
ROAM Omega Ratio Rank: 94
ROAM Calmar Ratio Rank: 90
ROAM Martin Ratio Rank: 92

ROSC

ROSC Risk / Return Rank: 69
ROSC Sharpe Ratio Rank: 67
ROSC Sortino Ratio Rank: 70
ROSC Omega Ratio Rank: 62
ROSC Calmar Ratio Rank: 74
ROSC Martin Ratio Rank: 71

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.

ROAM vs. ROSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Emerging Markets ETF (ROAM) 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.

	ROAM	ROSC	Difference
Sharpe ratio Return per unit of total volatility	2.24	1.17	+1.07
Sortino ratio Return per unit of downside risk	2.93	1.77	+1.16
Omega ratio Gain probability vs. loss probability	1.44	1.23	+0.21
Calmar ratio Return relative to maximum drawdown	3.09	1.91	+1.19
Martin ratio Return relative to average drawdown	13.21	7.26	+5.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROAM vs. ROSC - Sharpe Ratio Comparison

The current ROAM Sharpe Ratio is 2.24, which is higher than the ROSC Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of ROAM and ROSC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ROAM	ROSC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.24	1.17	+1.07
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	0.36	+0.28
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.43	0.49	-0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.43	-0.13

Correlation

The correlation between ROAM and ROSC is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

ROAM vs. ROSC - Dividend Comparison

ROAM's dividend yield for the trailing twelve months is around 2.98%, more than ROSC's 2.03% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROAM Hartford Multifactor Emerging Markets ETF	2.98%	3.17%	4.15%	5.40%	5.23%	4.22%	3.04%	3.55%	2.54%	1.84%	1.89%	2.25%
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

ROAM vs. ROSC - Drawdown Comparison

The maximum ROAM drawdown since its inception was -45.47%, which is greater than ROSC's maximum drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for ROAM and ROSC.

Drawdown Indicators

	ROAM	ROSC	Difference
Max Drawdown Largest peak-to-trough decline	-45.47%	-43.13%	-2.34%
Max Drawdown (1Y) Largest decline over 1 year	-11.63%	-11.91%	+0.28%
Max Drawdown (5Y) Largest decline over 5 years	-27.07%	-23.74%	-3.33%
Max Drawdown (10Y) Largest decline over 10 years	-45.47%	-43.13%	-2.34%
Current Drawdown Current decline from peak	-7.69%	-5.31%	-2.38%
Average Drawdown Average peak-to-trough decline	-11.28%	-7.31%	-3.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.72%	3.13%	-0.41%

Volatility

ROAM vs. ROSC - Volatility Comparison

Hartford Multifactor Emerging Markets ETF (ROAM) has a higher volatility of 7.59% compared to Hartford Multifactor Small Cap ETF (ROSC) at 5.24%. This indicates that ROAM'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.

Volatility by Period

	ROAM	ROSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.59%	5.24%	+2.35%
Volatility (6M) Calculated over the trailing 6-month period	11.01%	11.14%	-0.13%
Volatility (1Y) Calculated over the trailing 1-year period	16.22%	19.29%	-3.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.03%	19.41%	-4.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.83%	20.26%	-2.43%