ROSC vs. AVUV
Compare and contrast key facts about Hartford Multifactor Small Cap ETF (ROSC) and Avantis U.S. Small Cap Value ETF (AVUV).
ROSC and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ROSC is a passively managed fund by The Hartford that tracks the performance of the ROSC-US - Hartford Multifactor Small Cap Index. It was launched on Mar 24, 2015. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROSC or AVUV.
Correlation
The correlation between ROSC and AVUV is 0.94, 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.
Performance
ROSC vs. AVUV - Performance Comparison
Key characteristics
ROSC:
0.48
AVUV:
0.45
ROSC:
0.85
AVUV:
0.80
ROSC:
1.10
AVUV:
1.10
ROSC:
0.84
AVUV:
0.80
ROSC:
1.97
AVUV:
1.77
ROSC:
4.56%
AVUV:
5.11%
ROSC:
18.75%
AVUV:
20.24%
ROSC:
-43.13%
AVUV:
-49.42%
ROSC:
-9.50%
AVUV:
-11.37%
Returns By Period
In the year-to-date period, ROSC achieves a -1.60% return, which is significantly higher than AVUV's -2.71% return.
ROSC
-1.60%
-3.66%
-0.44%
9.04%
10.01%
N/A
AVUV
-2.71%
-5.94%
-1.22%
8.73%
14.90%
N/A
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ROSC vs. AVUV - Expense Ratio Comparison
ROSC has a 0.34% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
ROSC vs. AVUV — Risk-Adjusted Performance Rank
ROSC
AVUV
ROSC vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and Avantis U.S. Small Cap Value ETF (AVUV). 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.
Dividends
ROSC vs. AVUV - Dividend Comparison
ROSC's dividend yield for the trailing twelve months is around 2.03%, more than AVUV's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ROSC Hartford Multifactor Small Cap ETF | 2.03% | 2.00% | 2.01% | 1.51% | 2.14% | 1.76% | 3.05% | 2.86% | 2.13% | 2.19% | 2.48% |
AVUV Avantis U.S. Small Cap Value ETF | 1.66% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ROSC vs. AVUV - Drawdown Comparison
The maximum ROSC drawdown since its inception was -43.13%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for ROSC and AVUV. For additional features, visit the drawdowns tool.
Volatility
ROSC vs. AVUV - Volatility Comparison
Hartford Multifactor Small Cap ETF (ROSC) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 4.49% and 4.70%, 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.