ROUS vs. DGRO

Last updated Jun 4, 2026

ROUS (Hartford Multifactor US Equity ETF) and DGRO (iShares Core Dividend Growth ETF) are both Large Cap Growth Equities funds - ROUS tracks the Hartford Multi-factor Large Cap Index while DGRO tracks the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 10 years, ROUS returned 13.01%/yr vs 13.30%/yr for DGRO. Their correlation of 0.83 suggests significant overlap in exposure. ROUS charges 0.19%/yr vs 0.08%/yr for DGRO.

Performance

ROUS vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Multifactor US Equity ETF (ROUS) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ROUS achieves a 16.55% return, which is significantly higher than DGRO's 8.76% return. Both investments have delivered pretty close results over the past 10 years, with ROUS having a 13.01% annualized return and DGRO not far ahead at 13.30%.

ROUS

• 1D: 0.01%
• 1M: 6.18%
• YTD: 16.55%
• 6M: 16.75%
• 1Y: 29.42%
• 3Y*: 20.87%
• 5Y*: 12.84%
• 10Y*: 13.01%

DGRO

• 1D: -0.28%
• 1M: 3.14%
• YTD: 8.76%
• 6M: 8.75%
• 1Y: 22.54%
• 3Y*: 16.99%
• 5Y*: 10.54%
• 10Y*: 13.30%

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

ROUS vs. DGRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROUS Hartford Multifactor US Equity ETF	16.55%	15.21%	17.61%	15.05%	-9.65%	27.33%	6.61%	23.94%	-9.59%	22.88%
DGRO iShares Core Dividend Growth ETF	8.76%	15.69%	16.62%	10.47%	-7.91%	26.64%	9.50%	29.87%	-2.38%	23.00%

Correlation

The correlation between ROUS and DGRO is 0.81, 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	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (10Y) Calculated over the trailing 10-year period	0.88
Correlation (All Time) Calculated using the full available price history since Feb 27, 2015	0.83

The correlation between ROUS and DGRO shifts across timeframes, from 0.81 (1 year) to 0.93 (5 years), reflecting how their relationship changes across market environments.

ROUS vs. DGRO - Sectors Allocation Comparison

Sectors	ROUS	DGRO
Technology	33.2%	19.4%
Healthcare	10.7%	16.4%
Financial Services	10.6%	21.2%
Industrials	10.4%	10.8%
Consumer Cyclical	9.6%	5.7%
Communication Services	8.6%	0.1%
Consumer Defensive	5.8%	11.5%
Utilities	3.8%	6.9%
Energy	3.0%	5.6%
Basic Materials	2.2%	2.5%
Real Estate	2.1%	-

Return for Risk

ROUS vs. DGRO — Risk / Return Rank

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

ROUS

ROUS Risk / Return Rank: 83
ROUS Sharpe Ratio Rank: 79
ROUS Sortino Ratio Rank: 81
ROUS Omega Ratio Rank: 76
ROUS Calmar Ratio Rank: 87
ROUS Martin Ratio Rank: 89

DGRO

DGRO Risk / Return Rank: 71
DGRO Sharpe Ratio Rank: 71
DGRO Sortino Ratio Rank: 76
DGRO Omega Ratio Rank: 70
DGRO Calmar Ratio Rank: 69
DGRO Martin Ratio Rank: 71

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.

ROUS vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor US Equity ETF (ROUS) and iShares Core Dividend Growth ETF (DGRO). 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.

	ROUS	DGRO	Difference
Sharpe ratio: Return per unit of total volatility	2.60	2.39	+0.21
Sortino ratio: Return per unit of downside risk	3.67	3.49	+0.18
Omega ratio: Gain probability vs. loss probability	1.46	1.43	+0.02
Calmar ratio: Return relative to maximum drawdown	4.95	3.50	+1.45
Martin ratio: Return relative to average drawdown	20.38	13.52	+6.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROUS vs. DGRO - Sharpe Ratio Comparison

The current ROUS Sharpe Ratio is 2.60, which is comparable to the DGRO Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of ROUS and DGRO, 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

	ROUS	DGRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.60	2.39	+0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.90	0.77	+0.13
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.77	0.80	-0.03
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.76	-0.09

Drawdowns

ROUS vs. DGRO - Drawdown Comparison

The maximum ROUS drawdown since its inception was -35.51%, roughly equal to the maximum DGRO drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for ROUS and DGRO.

Drawdown Indicators

	ROUS	DGRO	Difference
Max Drawdown Largest peak-to-trough decline	-35.51%	-35.10%	-0.41%
Max Drawdown (1Y) Largest decline over 1 year	-5.97%	-6.47%	+0.50%
Max Drawdown (3Y) Largest decline over 3 years	-15.81%	-14.03%	-1.78%
Max Drawdown (5Y) Largest decline over 5 years	-18.91%	-19.31%	+0.40%
Max Drawdown (10Y) Largest decline over 10 years	-35.51%	-35.10%	-0.41%
Current Drawdown Current decline from peak	0.00%	-0.28%	+0.28%
Average Drawdown Average peak-to-trough decline	-4.24%	-3.44%	-0.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.45%	1.67%	-0.22%

Volatility

ROUS vs. DGRO - Volatility Comparison

Hartford Multifactor US Equity ETF (ROUS) has a higher volatility of 2.54% compared to iShares Core Dividend Growth ETF (DGRO) at 2.21%. This indicates that ROUS's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROUS	DGRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.54%	2.21%	+0.33%
Volatility (6M) Calculated over the trailing 6-month period	8.50%	6.91%	+1.59%
Volatility (1Y) Calculated over the trailing 1-year period	11.37%	9.48%	+1.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.38%	13.82%	+0.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.96%	16.62%	+0.34%

ROUS vs. DGRO - Expense Ratio Comparison

ROUS has a 0.19% expense ratio, which is higher than DGRO's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

ROUS vs. DGRO - Dividend Comparison

ROUS's dividend yield for the trailing twelve months is around 1.32%, less than DGRO's 1.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DGRO iShares Core Dividend Growth ETF	1.96%	2.09%	2.26%	2.45%	2.34%	1.93%	2.30%	2.21%	2.44%	2.03%	2.27%	2.52%
ROUS Hartford Multifactor US Equity ETF	1.32%	1.52%	1.62%	1.91%	1.88%	1.38%	2.01%	2.12%	1.89%	1.54%	1.97%	1.62%

Frequently Asked Questions

Can I hold both ROUS and DGRO in my portfolio?

ROUS and DGRO have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ROUS or DGRO?

ROUS has higher volatility (2.54%) compared to DGRO (2.21%). In terms of maximum drawdown, ROUS dropped -35.51% vs DGRO's -35.10%.

Which ETF is better, ROUS or DGRO?

On 10-year performance, DGRO leads with 13.30% vs 13.01% for ROUS. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 2.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ROUS or DGRO?

Over the 10-year period, DGRO has performed better with a 13.30% return vs 13.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROUS or DGRO?

DGRO is cheaper with a 0.08% expense ratio, compared with 0.19% for ROUS.

Which ETF pays a higher dividend yield, ROUS or DGRO?

DGRO has the higher dividend yield at 1.96%, compared with 1.32% for ROUS.

What is the main difference between ROUS and DGRO?

ROUS tracks Hartford Multi-factor Large Cap Index, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: Hartford and iShares. Their fees differ too: 0.19% for ROUS and 0.08% for DGRO.

Which has better risk-adjusted returns?

ROUS currently has the higher Sharpe Ratio (2.60 vs 2.39), 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.