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ROUS vs. VFMFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ROUS vs. VFMFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Multifactor US Equity ETF (ROUS) and Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX). The values are adjusted to include any dividend payments, if applicable.

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ROUS vs. VFMFX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
ROUS
Hartford Multifactor US Equity ETF
2.64%15.21%17.61%15.05%-9.65%27.33%6.61%23.94%-11.27%
VFMFX
Vanguard U.S. Multifactor Fund Admiral Shares
0.91%14.50%17.21%17.89%-5.78%30.78%3.58%21.81%-14.83%

Returns By Period

In the year-to-date period, ROUS achieves a 2.64% return, which is significantly higher than VFMFX's 0.91% return.


ROUS

1D
1.95%
1M
-4.14%
YTD
2.64%
6M
3.57%
1Y
18.20%
3Y*
15.94%
5Y*
11.03%
10Y*
11.65%

VFMFX

1D
-0.43%
1M
-6.18%
YTD
0.91%
6M
5.37%
1Y
20.19%
3Y*
16.73%
5Y*
11.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ROUS vs. VFMFX - Expense Ratio Comparison

ROUS has a 0.19% expense ratio, which is higher than VFMFX's 0.18% 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%.


Return for Risk

ROUS vs. VFMFX — Risk / Return Rank

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

ROUS
ROUS Risk / Return Rank: 6868
Overall Rank
ROUS Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ROUS Sortino Ratio Rank: 6666
Sortino Ratio Rank
ROUS Omega Ratio Rank: 6565
Omega Ratio Rank
ROUS Calmar Ratio Rank: 6767
Calmar Ratio Rank
ROUS Martin Ratio Rank: 7979
Martin Ratio Rank

VFMFX
VFMFX Risk / Return Rank: 6666
Overall Rank
VFMFX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VFMFX Sortino Ratio Rank: 6767
Sortino Ratio Rank
VFMFX Omega Ratio Rank: 6565
Omega Ratio Rank
VFMFX Calmar Ratio Rank: 6363
Calmar Ratio Rank
VFMFX Martin Ratio Rank: 6969
Martin Ratio Rank
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. VFMFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor US Equity ETF (ROUS) and Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX). 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.


ROUSVFMFXDifference

Sharpe ratio

Return per unit of total volatility

1.14

1.13

+0.01

Sortino ratio

Return per unit of downside risk

1.68

1.65

+0.02

Omega ratio

Gain probability vs. loss probability

1.24

1.24

0.00

Calmar ratio

Return relative to maximum drawdown

1.70

1.43

+0.27

Martin ratio

Return relative to average drawdown

8.56

6.47

+2.09

ROUS vs. VFMFX - Sharpe Ratio Comparison

The current ROUS Sharpe Ratio is 1.14, which is comparable to the VFMFX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of ROUS and VFMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ROUSVFMFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.14

1.13

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

0.62

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.47

+0.13

Correlation

The correlation between ROUS and VFMFX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ROUS vs. VFMFX - Dividend Comparison

ROUS's dividend yield for the trailing twelve months is around 1.50%, less than VFMFX's 3.11% yield.


TTM20252024202320222021202020192018201720162015
ROUS
Hartford Multifactor US Equity ETF
1.50%1.52%1.62%1.91%1.88%1.38%2.01%2.12%1.89%1.54%1.97%1.62%
VFMFX
Vanguard U.S. Multifactor Fund Admiral Shares
3.11%2.69%3.29%1.66%2.09%1.37%1.48%1.63%1.45%0.00%0.00%0.00%

Drawdowns

ROUS vs. VFMFX - Drawdown Comparison

The maximum ROUS drawdown since its inception was -35.51%, smaller than the maximum VFMFX drawdown of -41.18%. Use the drawdown chart below to compare losses from any high point for ROUS and VFMFX.


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Drawdown Indicators


ROUSVFMFXDifference

Max Drawdown

Largest peak-to-trough decline

-35.51%

-41.18%

+5.67%

Max Drawdown (1Y)

Largest decline over 1 year

-11.44%

-13.05%

+1.61%

Max Drawdown (5Y)

Largest decline over 5 years

-18.91%

-21.18%

+2.27%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

Current Drawdown

Current decline from peak

-4.14%

-7.11%

+2.97%

Average Drawdown

Average peak-to-trough decline

-4.30%

-6.00%

+1.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.28%

2.89%

-0.61%

Volatility

ROUS vs. VFMFX - Volatility Comparison

Hartford Multifactor US Equity ETF (ROUS) and Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) have volatilities of 4.16% and 4.31%, 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


ROUSVFMFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.16%

4.31%

-0.15%

Volatility (6M)

Calculated over the trailing 6-month period

8.79%

9.91%

-1.12%

Volatility (1Y)

Calculated over the trailing 1-year period

16.06%

18.70%

-2.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.37%

18.17%

-3.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.94%

21.41%

-4.47%