ROSC vs. AVSC

Last updated Jul 14, 2026

ROSC (Hartford Multifactor Small Cap ETF) and AVSC (Avantis US Small Cap Equity ETF) are both Small Cap Blend Equities funds. ROSC is passively managed, while AVSC is actively managed. Over the past 3 years, ROSC returned 16.55%/yr vs 17.05%/yr for AVSC. With a 0.96 correlation, they move nearly in lockstep. ROSC charges 0.34%/yr vs 0.25%/yr for AVSC.

Performance

ROSC vs. AVSC - Performance Comparison

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

Returns By Period

In the year-to-date period, ROSC achieves a 19.29% return, which is significantly lower than AVSC's 23.67% return.

ROSC

• 1D: -0.19%
• 1M: 1.93%
• 6M: 14.42%
• YTD: 19.29%
• 1Y: 33.38%
• 3Y*: 16.55%
• 5Y*: 10.11%
• 10Y*: 11.13%

AVSC

• 1D: -0.22%
• 1M: 1.53%
• 6M: 17.05%
• YTD: 23.67%
• 1Y: 36.24%
• 3Y*: 17.05%
• 5Y*: —
• 10Y*: —

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

ROSC vs. AVSC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ROSC Hartford Multifactor Small Cap ETF	19.29%	10.18%	7.28%	18.88%	-9.55%
AVSC Avantis US Small Cap Equity ETF	23.67%	9.42%	7.75%	19.68%	-12.40%

Correlation

The correlation between ROSC and AVSC is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (All Time) Calculated using the full available price history since Jan 13, 2022	0.96

The correlation between ROSC and AVSC has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.

Return for Risk

ROSC vs. AVSC — Risk / Return Rank

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

ROSC

ROSC Risk / Return Rank: 87
ROSC Sharpe Ratio Rank: 86
ROSC Sortino Ratio Rank: 88
ROSC Omega Ratio Rank: 83
ROSC Calmar Ratio Rank: 90
ROSC Martin Ratio Rank: 86

AVSC

AVSC Risk / Return Rank: 84
AVSC Sharpe Ratio Rank: 81
AVSC Sortino Ratio Rank: 84
AVSC Omega Ratio Rank: 76
AVSC Calmar Ratio Rank: 91
AVSC Martin Ratio Rank: 87

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. AVSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and Avantis US Small Cap Equity ETF (AVSC). 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.

	ROSC	AVSC	Difference
Sharpe ratio: Return per unit of total volatility	2.19	2.04	+0.15
Sortino ratio: Return per unit of downside risk	3.22	2.96	+0.26
Omega ratio: Gain probability vs. loss probability	1.39	1.35	+0.04
Calmar ratio: Return relative to maximum drawdown	4.33	4.61	-0.29
Martin ratio: Return relative to average drawdown	14.20	14.49	-0.29

ROSC vs. AVSC - Sharpe Ratio Comparison

The current ROSC Sharpe Ratio is 2.19, which is comparable to the AVSC Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of ROSC and AVSC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ROSC vs. AVSC - Drawdown Comparison

The maximum ROSC drawdown since its inception was -43.13%, which is greater than AVSC's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for ROSC and AVSC.

Drawdown Indicators

	ROSC	AVSC	Difference
Max Drawdown Largest peak-to-trough decline	-43.13%	-28.40%	-14.73%
Max Drawdown (1Y) Largest decline over 1 year	-7.75%	-7.89%	+0.14%
Max Drawdown (3Y) Largest decline over 3 years	-23.74%	-28.40%	+4.66%
Max Drawdown (5Y) Largest decline over 5 years	-23.74%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-43.13%	—	—
Current Drawdown Current decline from peak	-0.73%	-1.40%	+0.67%
Average Drawdown Average peak-to-trough decline	-7.15%	-7.28%	+0.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.36%	2.51%	-0.15%

Volatility

ROSC vs. AVSC - Volatility Comparison

The current volatility for Hartford Multifactor Small Cap ETF (ROSC) is 3.49%, while Avantis US Small Cap Equity ETF (AVSC) has a volatility of 4.10%. This indicates that ROSC experiences smaller price fluctuations and is considered to be less risky than AVSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROSC	AVSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.49%	4.10%	-0.61%
Volatility (6M) Calculated over the trailing 6-month period	10.28%	11.90%	-1.62%
Volatility (1Y) Calculated over the trailing 1-year period	15.33%	17.86%	-2.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.24%	22.19%	-2.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.24%	22.19%	-1.95%

ROSC vs. AVSC - Expense Ratio Comparison

ROSC has a 0.34% expense ratio, which is higher than AVSC's 0.25% expense ratio.

Dividends

ROSC vs. AVSC - Dividend Comparison

ROSC's dividend yield for the trailing twelve months is around 1.81%, more than AVSC's 0.93% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVSC Avantis US Small Cap Equity ETF	0.93%	1.16%	1.17%	1.42%	1.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ROSC Hartford Multifactor Small Cap ETF	1.81%	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

Can I hold both ROSC and AVSC in my portfolio?

With a correlation of 0.93, ROSC and AVSC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, ROSC or AVSC?

AVSC has higher volatility (4.10%) compared to ROSC (3.49%). In terms of maximum drawdown, ROSC dropped -43.13% vs AVSC's -28.40%.

Which ETF is better, ROSC or AVSC?

On 3-year performance, AVSC leads with 17.05% vs 16.55% for ROSC. On fees, AVSC is cheaper at 0.25% per year. On volatility, ROSC has been the lower-risk option at 3.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ROSC or AVSC?

Over the 3-year period, AVSC has performed better with a 17.05% return vs 16.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROSC or AVSC?

AVSC is cheaper with a 0.25% expense ratio, compared with 0.34% for ROSC.

Which ETF pays a higher dividend yield, ROSC or AVSC?

ROSC has the higher dividend yield at 1.81%, compared with 0.93% for AVSC.

What is the main difference between ROSC and AVSC?

They also come from different issuers: Hartford and Avantis Investors. Their fees differ too: 0.34% for ROSC and 0.25% for AVSC.

Which has better risk-adjusted returns?

ROSC currently has the higher Sharpe Ratio (2.19 vs 2.04), 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.