ROSC vs. AVSC
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 15.41%/yr vs 15.23%/yr for AVSC. Their 0.96 correlation means they have historically moved very closely together. ROSC charges 0.34%/yr vs 0.25%/yr for AVSC.
Performance
ROSC vs. AVSC - Performance Comparison
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Returns By Period
In the year-to-date period, ROSC achieves a 19.82% return, which is significantly lower than AVSC's 23.72% return.
ROSC
- 1D
- -0.46%
- 1M
- 0.15%
- 6M
- 14.78%
- YTD
- 19.82%
- 1Y
- 38.72%
- 3Y*
- 15.41%
- 5Y*
- 9.77%
- 10Y*
- 10.89%
- ALL TIME*
- 9.73%
AVSC
- 1D
- -0.17%
- 1M
- -0.40%
- 6M
- 15.96%
- YTD
- 23.72%
- 1Y
- 42.46%
- 3Y*
- 15.23%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.61M | $8.28M | $9.32M | |
| $129.89K | $138.46K | $121.53K |
ROSC vs. AVSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ROSC Hartford Multifactor Small Cap ETF | 19.82% | 10.18% | 7.28% | 18.88% | -9.55% |
AVSC Avantis US Small Cap Equity ETF | 23.72% | 9.42% | 7.75% | 19.68% | -12.40% |
Correlation
The correlation between ROSC and AVSC is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 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.
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Return for Risk
ROSC vs. AVSC — Risk / Return Rank
ROSC
AVSC
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 ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.39 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.72 | 5.02 | -0.30 |
| Martin ratioReturn relative to average drawdown | 15.90 | 16.65 | -0.75 |
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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.
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Drawdown Indicators
| ROSC | AVSC | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -1.74% | -1.63% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -7.20% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.30% | 2.38% | -0.08% |
Volatility
ROSC vs. AVSC - Volatility Comparison
Hartford Multifactor Small Cap ETF (ROSC) and Avantis US Small Cap Equity ETF (AVSC) have volatilities of 3.31% and 3.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROSC | AVSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.45% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 11.48% | -1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 17.55% | -2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.19% | 22.09% | -2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 22.09% | -1.85% |
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 1.80%, 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 | 1.80% | 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
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.
AVSC has higher volatility (3.45%) compared to ROSC (3.31%). In terms of maximum drawdown, ROSC dropped -43.13% vs AVSC's -28.40%.
On 3-year performance, ROSC leads with 15.41% vs 15.23% for AVSC. On fees, AVSC is cheaper at 0.25% per year. On volatility, ROSC has been the lower-risk option at 3.31%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, ROSC has performed better with a 15.41% return vs 15.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVSC is cheaper with a 0.25% expense ratio, compared with 0.34% for ROSC.
ROSC has the higher dividend yield at 1.80%, compared with 0.93% for AVSC.
They also come from different issuers: Hartford and Avantis. Their fees differ too: 0.34% for ROSC and 0.25% for AVSC.
ROSC currently has the higher Sharpe Ratio (2.42 vs 2.26), 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.
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