ROSC vs. ISMD

Last updated Jun 4, 2026

ROSC (Hartford Multifactor Small Cap ETF) and ISMD (Inspire Small/Mid Cap Impact ETF) are both Small Cap Blend Equities funds - ROSC tracks the ROSC-US - Hartford Multifactor Small Cap Index while ISMD tracks the Inspire Small/Mid Cap Impact Equal Weight Index. Both are passively managed. Over the past 5 years, ROSC returned 8.05%/yr vs 7.62%/yr for ISMD. Their correlation of 0.89 suggests significant overlap in exposure. ROSC charges 0.34%/yr vs 0.57%/yr for ISMD.

Performance

ROSC vs. ISMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Multifactor Small Cap ETF (ROSC) and Inspire Small/Mid Cap Impact ETF (ISMD). 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 ISMD's 21.54% 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%

ISMD

• 1D: -1.62%
• 1M: 5.36%
• YTD: 21.54%
• 6M: 20.97%
• 1Y: 36.88%
• 3Y*: 16.11%
• 5Y*: 7.62%
• 10Y*: —

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

ROSC vs. ISMD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROSC Hartford Multifactor Small Cap ETF	11.71%	10.18%	7.28%	18.88%	-10.58%	31.37%	5.27%	17.09%	-12.38%	18.26%
ISMD Inspire Small/Mid Cap Impact ETF	21.54%	4.14%	9.53%	16.74%	-13.44%	29.38%	7.45%	24.62%	-12.63%	8.43%

Correlation

The correlation between ROSC and ISMD is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.91
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (All Time) Calculated using the full available price history since Mar 1, 2017	0.89

The correlation between ROSC and ISMD has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.

ROSC vs. ISMD - Sectors Allocation Comparison

Sectors	ROSC	ISMD
Healthcare	20.1%	9.5%
Financial Services	18.7%	15.2%
Consumer Cyclical	14.1%	11.2%
Technology	12.1%	17.3%
Industrials	11.2%	17.7%
Consumer Defensive	6.6%	6.1%
Real Estate	5.5%	8.9%
Energy	3.8%	3.3%
Communication Services	3.6%	2.5%
Basic Materials	2.5%	5.2%
Utilities	1.9%	3.3%

Return for Risk

ROSC vs. ISMD — 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

ISMD

ISMD Risk / Return Rank: 63
ISMD Sharpe Ratio Rank: 59
ISMD Sortino Ratio Rank: 60
ISMD Omega Ratio Rank: 55
ISMD Calmar Ratio Rank: 76
ISMD Martin Ratio Rank: 66

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. ISMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor Small Cap ETF (ROSC) and Inspire Small/Mid Cap Impact ETF (ISMD). 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	ISMD	Difference
Sharpe ratio Return per unit of total volatility	1.97	2.01	-0.03
Sortino ratio Return per unit of downside risk	2.90	2.82	+0.08
Omega ratio Gain probability vs. loss probability	1.35	1.34	+0.01
Calmar ratio Return relative to maximum drawdown	3.95	3.84	+0.11
Martin ratio Return relative to average drawdown	12.81	12.04	+0.77
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROSC vs. ISMD - Sharpe Ratio Comparison

The current ROSC Sharpe Ratio is 1.97, which is comparable to the ISMD Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of ROSC and ISMD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ROSC	ISMD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.97	2.01	-0.03
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	0.37	+0.05
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	0.40	+0.06

Drawdowns

ROSC vs. ISMD - Drawdown Comparison

The maximum ROSC drawdown since its inception was -43.13%, roughly equal to the maximum ISMD drawdown of -44.60%. Use the drawdown chart below to compare losses from any high point for ROSC and ISMD.

Drawdown Indicators

	ROSC	ISMD	Difference
Max Drawdown Largest peak-to-trough decline	-43.13%	-44.60%	+1.47%
Max Drawdown (1Y) Largest decline over 1 year	-7.75%	-9.64%	+1.89%
Max Drawdown (3Y) Largest decline over 3 years	-23.74%	-26.64%	+2.90%
Max Drawdown (5Y) Largest decline over 5 years	-23.74%	-26.64%	+2.90%
Max Drawdown (10Y) Largest decline over 10 years	-43.13%	—	—
Current Drawdown Current decline from peak	-1.76%	-1.62%	-0.14%
Average Drawdown Average peak-to-trough decline	-7.21%	-8.17%	+0.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.39%	3.07%	-0.68%

Volatility

ROSC vs. ISMD - Volatility Comparison

The current volatility for Hartford Multifactor Small Cap ETF (ROSC) is 3.54%, while Inspire Small/Mid Cap Impact ETF (ISMD) has a volatility of 4.95%. This indicates that ROSC experiences smaller price fluctuations and is considered to be less risky than ISMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROSC	ISMD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.54%	4.95%	-1.41%
Volatility (6M) Calculated over the trailing 6-month period	10.30%	12.52%	-2.22%
Volatility (1Y) Calculated over the trailing 1-year period	15.56%	18.56%	-3.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.32%	20.87%	-1.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.28%	23.74%	-3.46%

ROSC vs. ISMD - Expense Ratio Comparison

ROSC has a 0.34% expense ratio, which is lower than ISMD's 0.57% expense ratio.

Dividends

ROSC vs. ISMD - Dividend Comparison

ROSC's dividend yield for the trailing twelve months is around 1.87%, more than ISMD's 0.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ISMD Inspire Small/Mid Cap Impact ETF	0.95%	1.21%	1.24%	1.17%	1.28%	9.35%	0.99%	0.88%	1.35%	2.02%	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 ISMD in my portfolio?

With a correlation of 0.91, ROSC and ISMD 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.

Which is riskier, ROSC or ISMD?

ISMD has higher volatility (4.95%) compared to ROSC (3.54%). In terms of maximum drawdown, ROSC dropped -43.13% vs ISMD's -44.60%.

Which ETF is better, ROSC or ISMD?

On 5-year performance, ROSC leads with 8.05% vs 7.62% for ISMD. On fees, ROSC is cheaper at 0.34% per year. On volatility, ROSC has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ROSC or ISMD?

Over the 5-year period, ROSC has performed better with a 8.05% return vs 7.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROSC or ISMD?

ROSC is cheaper with a 0.34% expense ratio, compared with 0.57% for ISMD.

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

ROSC has the higher dividend yield at 1.87%, compared with 0.95% for ISMD.

What is the main difference between ROSC and ISMD?

ROSC tracks ROSC-US - Hartford Multifactor Small Cap Index, while ISMD tracks Inspire Small/Mid Cap Impact Equal Weight Index. They also come from different issuers: Hartford and Inspire. Their fees differ too: 0.34% for ROSC and 0.57% for ISMD.

Which has better risk-adjusted returns?

ISMD currently has the higher Sharpe Ratio (2.01 vs 1.97), 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.