ROSC vs. CVSM
ROSC (Hartford Multifactor Small Cap ETF) and CVSM (CresAlta Small & Mid-Cap ETF) are both Small Cap Blend Equities funds. ROSC is passively managed, while CVSM is actively managed. A 0.73 correlation means they provide meaningful diversification when combined. ROSC charges 0.34%/yr vs 0.55%/yr for CVSM.
Performance
ROSC vs. CVSM - Performance Comparison
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Returns By Period
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%
CVSM
- 1D
- 0.17%
- 1M
- -1.46%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ROSC vs. CVSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ROSC Hartford Multifactor Small Cap ETF | 8.81% |
CVSM CresAlta Small & Mid-Cap ETF | 3.14% |
Correlation
The correlation between ROSC and CVSM is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 18, 2026 | 0.73 |
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Return for Risk
ROSC vs. CVSM — Risk / Return Rank
ROSC
CVSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ROSC vs. CVSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and CresAlta Small & Mid-Cap ETF (CVSM). 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 | CVSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.33 | — | — |
| Martin ratioReturn relative to average drawdown | 14.20 | — | — |
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Drawdowns
ROSC vs. CVSM - Drawdown Comparison
The maximum ROSC drawdown since its inception was -43.13%, which is greater than CVSM's maximum drawdown of -3.36%. Use the drawdown chart below to compare losses from any high point for ROSC and CVSM.
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Drawdown Indicators
| ROSC | CVSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.13% | -3.36% | -39.77% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | — | — |
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 | -0.73% | -1.46% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -1.01% | -6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | — | — |
Volatility
ROSC vs. CVSM - Volatility Comparison
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Volatility by Period
| ROSC | CVSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 11.19% | +4.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.24% | 11.19% | +8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 11.19% | +9.05% |
ROSC vs. CVSM - Expense Ratio Comparison
ROSC has a 0.34% expense ratio, which is lower than CVSM's 0.55% expense ratio.
Dividends
ROSC vs. CVSM - Dividend Comparison
ROSC's dividend yield for the trailing twelve months is around 1.81%, more than CVSM's 0.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVSM CresAlta Small & Mid-Cap ETF | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 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
ROSC and CVSM have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ROSC is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ROSC is cheaper with a 0.34% expense ratio, compared with 0.55% for CVSM.
ROSC has the higher dividend yield at 1.81%, compared with 0.23% for CVSM.
They also come from different issuers: Hartford and CresAlta. Their fees differ too: 0.34% for ROSC and 0.55% for CVSM.
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