ROSC vs. ESSC

Last updated Jun 4, 2026

ROSC (Hartford Multifactor Small Cap ETF) and ESSC (Eventide Small Cap ETF) are both Small Cap Blend Equities funds. ROSC is passively managed, while ESSC is actively managed. Their correlation of 0.87 suggests significant overlap in exposure. ROSC charges 0.34%/yr vs 0.49%/yr for ESSC.

Performance

ROSC vs. ESSC - Performance Comparison

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

Returns By Period

In the year-to-date period, ROSC achieves a 11.71% return, which is significantly lower than ESSC's 15.03% return.

ROSC

• 1D: -0.88%
• 1M: 0.50%
• YTD: 11.71%
• 6M: 12.39%
• 1Y: 30.49%
• 3Y*: 15.86%
• 5Y*: 8.05%
• 10Y*: 10.48%

ESSC

• 1D: -0.78%
• 1M: 2.91%
• YTD: 15.03%
• 6M: 14.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ROSC vs. ESSC - Yearly Performance Comparison

	2026 (YTD)	2025
ROSC Hartford Multifactor Small Cap ETF	11.71%	4.19%
ESSC Eventide Small Cap ETF	15.03%	3.65%

Correlation

The correlation between ROSC and ESSC is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025	0.87

Return for Risk

ROSC vs. ESSC — Risk / Return Rank

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

ROSC

ROSC Risk / Return Rank: 65
ROSC Sharpe Ratio Rank: 58
ROSC Sortino Ratio Rank: 62
ROSC Omega Ratio Rank: 57
ROSC Calmar Ratio Rank: 78
ROSC Martin Ratio Rank: 69

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. ESSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and Eventide Small Cap ETF (ESSC). 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.

	ROSC	ESSC	Difference
Sharpe ratio Return per unit of total volatility	1.97	—	—
Sortino ratio Return per unit of downside risk	2.90	—	—
Omega ratio Gain probability vs. loss probability	1.35	—	—
Calmar ratio Return relative to maximum drawdown	3.95	—	—
Martin ratio Return relative to average drawdown	12.81	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ROSC	ESSC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.97	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	1.58	-1.12

Drawdowns

ROSC vs. ESSC - Drawdown Comparison

The maximum ROSC drawdown since its inception was -43.13%, which is greater than ESSC's maximum drawdown of -9.51%. Use the drawdown chart below to compare losses from any high point for ROSC and ESSC.

Drawdown Indicators

	ROSC	ESSC	Difference
Max Drawdown Largest peak-to-trough decline	-43.13%	-9.51%	-33.62%
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 Drawdown Current decline from peak	-1.76%	-1.05%	-0.71%
Average Drawdown Average peak-to-trough decline	-7.21%	-2.19%	-5.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.39%	—	—

Volatility

Volatility by Period

	ROSC	ESSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.54%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.30%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.56%	19.00%	-3.44%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.32%	19.00%	+0.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.28%	19.00%	+1.28%

ROSC vs. ESSC - Expense Ratio Comparison

ROSC has a 0.34% expense ratio, which is lower than ESSC's 0.49% expense ratio.

Dividends

ROSC vs. ESSC - Dividend Comparison

ROSC's dividend yield for the trailing twelve months is around 1.87%, more than ESSC's 0.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ESSC Eventide Small Cap ETF	0.16%	0.04%	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	1.87%	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 ESSC in my portfolio?

ROSC and ESSC have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ROSC or ESSC?

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.

Which ETF is cheaper, ROSC or ESSC?

ROSC is cheaper with a 0.34% expense ratio, compared with 0.49% for ESSC.

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

ROSC has the higher dividend yield at 1.87%, compared with 0.16% for ESSC.

What is the main difference between ROSC and ESSC?

They also come from different issuers: Hartford and Eventide. Their fees differ too: 0.34% for ROSC and 0.49% for ESSC.