ROSC vs. HTRB
Compare and contrast key facts about Hartford Multifactor Small Cap ETF (ROSC) and Hartford Total Return Bond ETF (HTRB).
ROSC and HTRB 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 Hartford that tracks the performance of the ROSC-US - Hartford Multifactor Small Cap Index. It was launched on Mar 24, 2015. HTRB is an actively managed fund by Hartford. It was launched on Sep 27, 2017.
Performance
ROSC vs. HTRB - Performance Comparison
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ROSC vs. HTRB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROSC Hartford Multifactor Small Cap ETF | 3.15% | 10.18% | 7.28% | 18.88% | -10.58% | 31.37% | 5.27% | 17.09% | -12.38% | 6.06% |
HTRB Hartford Total Return Bond ETF | -0.21% | 7.38% | 2.35% | 7.15% | -14.36% | -0.80% | 8.87% | 10.39% | -0.88% | 1.02% |
Returns By Period
In the year-to-date period, ROSC achieves a 3.15% return, which is significantly higher than HTRB's -0.21% return.
ROSC
- 1D
- 1.33%
- 1M
- -3.65%
- YTD
- 3.15%
- 6M
- 7.48%
- 1Y
- 22.55%
- 3Y*
- 12.82%
- 5Y*
- 6.99%
- 10Y*
- 9.94%
HTRB
- 1D
- 0.24%
- 1M
- -2.01%
- YTD
- -0.21%
- 6M
- 0.79%
- 1Y
- 4.36%
- 3Y*
- 4.23%
- 5Y*
- 0.50%
- 10Y*
- —
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ROSC vs. HTRB - Expense Ratio Comparison
ROSC has a 0.34% expense ratio, which is higher than HTRB's 0.29% expense ratio.
Return for Risk
ROSC vs. HTRB — Risk / Return Rank
ROSC
HTRB
ROSC vs. HTRB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and Hartford Total Return Bond ETF (HTRB). 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 | HTRB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.98 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.38 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.59 | +0.31 |
Martin ratioReturn relative to average drawdown | 7.26 | 4.57 | +2.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ROSC | HTRB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.98 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.08 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.39 | +0.04 |
Correlation
The correlation between ROSC and HTRB is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ROSC vs. HTRB - Dividend Comparison
ROSC's dividend yield for the trailing twelve months is around 2.03%, less than HTRB's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROSC Hartford Multifactor Small Cap ETF | 2.03% | 2.08% | 2.00% | 2.01% | 1.51% | 2.13% | 1.75% | 3.05% | 2.86% | 2.13% | 2.20% | 2.48% |
HTRB Hartford Total Return Bond ETF | 4.67% | 4.66% | 4.45% | 3.87% | 3.08% | 4.22% | 4.79% | 6.30% | 2.37% | 0.96% | 0.00% | 0.00% |
Drawdowns
ROSC vs. HTRB - Drawdown Comparison
The maximum ROSC drawdown since its inception was -43.13%, which is greater than HTRB's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for ROSC and HTRB.
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Drawdown Indicators
| ROSC | HTRB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.13% | -19.48% | -23.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -2.87% | -9.04% |
Max Drawdown (5Y)Largest decline over 5 years | -23.74% | -19.48% | -4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -43.13% | — | — |
Current DrawdownCurrent decline from peak | -5.31% | -2.01% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -4.88% | -2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 1.00% | +2.13% |
Volatility
ROSC vs. HTRB - Volatility Comparison
Hartford Multifactor Small Cap ETF (ROSC) has a higher volatility of 5.24% compared to Hartford Total Return Bond ETF (HTRB) at 1.73%. This indicates that ROSC's price experiences larger fluctuations and is considered to be riskier than HTRB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROSC | HTRB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 1.73% | +3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 2.61% | +8.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.29% | 4.46% | +14.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.41% | 6.11% | +13.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.26% | 5.60% | +14.66% |