PortfoliosLab logoPortfoliosLab logo
ROSC vs. ALTY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ROSC vs. ALTY - Performance Comparison

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

Loading graphics...

ROSC vs. ALTY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
ALTY
Global X Alternative Income ETF
2.00%11.07%10.88%10.58%-11.92%23.08%-12.82%21.44%-6.18%10.82%

Returns By Period

In the year-to-date period, ROSC achieves a 3.15% return, which is significantly higher than ALTY's 2.00% return. Over the past 10 years, ROSC has outperformed ALTY with an annualized return of 9.94%, while ALTY has yielded a comparatively lower 6.25% annualized return.


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%

ALTY

1D
0.92%
1M
-3.20%
YTD
2.00%
6M
5.15%
1Y
10.74%
3Y*
10.06%
5Y*
6.33%
10Y*
6.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


ROSC vs. ALTY - Expense Ratio Comparison

ROSC has a 0.34% expense ratio, which is lower than ALTY's 0.50% expense ratio.


Return for Risk

ROSC vs. ALTY — Risk / Return Rank

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

ROSC
ROSC Risk / Return Rank: 6969
Overall Rank
ROSC Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
ROSC Sortino Ratio Rank: 7070
Sortino Ratio Rank
ROSC Omega Ratio Rank: 6262
Omega Ratio Rank
ROSC Calmar Ratio Rank: 7474
Calmar Ratio Rank
ROSC Martin Ratio Rank: 7171
Martin Ratio Rank

ALTY
ALTY Risk / Return Rank: 6464
Overall Rank
ALTY Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ALTY Sortino Ratio Rank: 6262
Sortino Ratio Rank
ALTY Omega Ratio Rank: 7373
Omega Ratio Rank
ALTY Calmar Ratio Rank: 5252
Calmar Ratio Rank
ALTY Martin Ratio Rank: 6868
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.

ROSC vs. ALTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and Global X Alternative Income ETF (ALTY). 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.


ROSCALTYDifference

Sharpe ratio

Return per unit of total volatility

1.17

1.11

+0.06

Sortino ratio

Return per unit of downside risk

1.77

1.54

+0.23

Omega ratio

Gain probability vs. loss probability

1.23

1.27

-0.04

Calmar ratio

Return relative to maximum drawdown

1.91

1.27

+0.63

Martin ratio

Return relative to average drawdown

7.26

6.72

+0.54

ROSC vs. ALTY - Sharpe Ratio Comparison

The current ROSC Sharpe Ratio is 1.17, which is comparable to the ALTY Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of ROSC and ALTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ROSCALTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.17

1.11

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.59

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.38

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.32

+0.11

Correlation

The correlation between ROSC and ALTY is 0.60, 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

ROSC vs. ALTY - Dividend Comparison

ROSC's dividend yield for the trailing twelve months is around 2.03%, less than ALTY's 7.51% yield.


TTM20252024202320222021202020192018201720162015
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%
ALTY
Global X Alternative Income ETF
7.51%7.50%7.88%7.31%7.66%6.88%9.20%8.74%8.49%7.52%8.20%4.21%

Drawdowns

ROSC vs. ALTY - Drawdown Comparison

The maximum ROSC drawdown since its inception was -43.13%, smaller than the maximum ALTY drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for ROSC and ALTY.


Loading graphics...

Drawdown Indicators


ROSCALTYDifference

Max Drawdown

Largest peak-to-trough decline

-43.13%

-51.47%

+8.34%

Max Drawdown (1Y)

Largest decline over 1 year

-11.91%

-8.52%

-3.39%

Max Drawdown (5Y)

Largest decline over 5 years

-23.74%

-18.48%

-5.26%

Max Drawdown (10Y)

Largest decline over 10 years

-43.13%

-51.47%

+8.34%

Current Drawdown

Current decline from peak

-5.31%

-3.46%

-1.85%

Average Drawdown

Average peak-to-trough decline

-7.31%

-6.85%

-0.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

1.61%

+1.52%

Volatility

ROSC vs. ALTY - Volatility Comparison

Hartford Multifactor Small Cap ETF (ROSC) has a higher volatility of 5.24% compared to Global X Alternative Income ETF (ALTY) at 2.90%. This indicates that ROSC's price experiences larger fluctuations and is considered to be riskier than ALTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ROSCALTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.24%

2.90%

+2.34%

Volatility (6M)

Calculated over the trailing 6-month period

11.14%

4.65%

+6.49%

Volatility (1Y)

Calculated over the trailing 1-year period

19.29%

9.68%

+9.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.41%

10.77%

+8.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.26%

16.63%

+3.63%