ROUS vs. RFDA
ROUS (Hartford Multifactor US Equity ETF) and RFDA (RiverFront Dynamic US Dividend Advantage ETF) are both Large Cap Growth Equities funds. ROUS is passively managed, while RFDA is actively managed. Over the past 5 years, ROUS returned 12.84%/yr vs 13.17%/yr for RFDA. Their correlation of 0.85 suggests significant overlap in exposure. ROUS charges 0.19%/yr vs 0.52%/yr for RFDA.
Performance
ROUS vs. RFDA - Performance Comparison
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Returns By Period
In the year-to-date period, ROUS achieves a 16.55% return, which is significantly higher than RFDA's 11.40% return.
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%
RFDA
- 1D
- -0.92%
- 1M
- 4.27%
- YTD
- 11.40%
- 6M
- 12.25%
- 1Y
- 29.49%
- 3Y*
- 19.19%
- 5Y*
- 13.17%
- 10Y*
- —
ROUS vs. RFDA - 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% |
RFDA RiverFront Dynamic US Dividend Advantage ETF | 11.40% | 16.42% | 20.12% | 16.98% | -8.58% | 25.94% | 11.26% | 27.15% | -9.27% | 19.86% |
Correlation
The correlation between ROUS and RFDA is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2016 | 0.85 |
The correlation between ROUS and RFDA shifts across timeframes, from 0.77 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.
ROUS vs. RFDA - Sectors Allocation Comparison
Sectors
ROUS
RFDA
Technology
Healthcare
Financial Services
Industrials
Consumer Cyclical
Communication Services
Consumer Defensive
Utilities
Energy
Basic Materials
Real Estate
Technology
ROUS
RFDA
Healthcare
ROUS
RFDA
Financial Services
ROUS
RFDA
Industrials
ROUS
RFDA
Consumer Cyclical
ROUS
RFDA
Communication Services
ROUS
RFDA
Consumer Defensive
ROUS
RFDA
Utilities
ROUS
RFDA
Energy
ROUS
RFDA
Basic Materials
ROUS
RFDA
Real Estate
ROUS
RFDA
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Return for Risk
ROUS vs. RFDA — Risk / Return Rank
ROUS
RFDA
ROUS vs. RFDA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor US Equity ETF (ROUS) and RiverFront Dynamic US Dividend Advantage ETF (RFDA). 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 | RFDA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.47 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.95 | 5.44 | -0.49 |
| Martin ratioReturn relative to average drawdown | 20.38 | 19.87 | +0.51 |
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
| ROUS | RFDA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.60 | 2.55 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.84 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.79 | -0.12 |
Drawdowns
ROUS vs. RFDA - Drawdown Comparison
The maximum ROUS drawdown since its inception was -35.51%, roughly equal to the maximum RFDA drawdown of -34.60%. Use the drawdown chart below to compare losses from any high point for ROUS and RFDA.
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Drawdown Indicators
| ROUS | RFDA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.51% | -34.60% | -0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -5.97% | -5.45% | -0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -15.81% | -19.35% | +3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -18.91% | -19.35% | +0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.92% | +0.92% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -3.74% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.49% | -0.04% |
Volatility
ROUS vs. RFDA - Volatility Comparison
Hartford Multifactor US Equity ETF (ROUS) and RiverFront Dynamic US Dividend Advantage ETF (RFDA) have volatilities of 2.54% and 2.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROUS | RFDA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 2.66% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 8.50% | 8.47% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.37% | 11.64% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.38% | 15.73% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 16.85% | +0.11% |
ROUS vs. RFDA - Expense Ratio Comparison
ROUS has a 0.19% expense ratio, which is lower than RFDA's 0.52% expense ratio.
Dividends
ROUS vs. RFDA - Dividend Comparison
ROUS's dividend yield for the trailing twelve months is around 1.32%, less than RFDA's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFDA RiverFront Dynamic US Dividend Advantage ETF | 1.77% | 1.89% | 2.23% | 2.68% | 3.57% | 1.44% | 1.62% | 1.87% | 2.44% | 1.90% | 0.98% | 0.00% |
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
ROUS and RFDA have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RFDA has higher volatility (2.66%) compared to ROUS (2.54%). In terms of maximum drawdown, ROUS dropped -35.51% vs RFDA's -34.60%.
On 5-year performance, RFDA leads with 13.17% vs 12.84% for ROUS. On fees, ROUS is cheaper at 0.19% per year. On volatility, ROUS has been the lower-risk option at 2.54%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, RFDA has performed better with a 13.17% return vs 12.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ROUS is cheaper with a 0.19% expense ratio, compared with 0.52% for RFDA.
RFDA has the higher dividend yield at 1.77%, compared with 1.32% for ROUS.
They also come from different issuers: Hartford and SS&C. Their fees differ too: 0.19% for ROUS and 0.52% for RFDA.
ROUS currently has the higher Sharpe Ratio (2.60 vs 2.55), 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.
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