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ROUS vs. XOVR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ROUS vs. XOVR

Last updated Aug 4, 2026
Documentation

ROUS (Hartford Multifactor US Equity ETF) and XOVR (ERShares Private-Public Crossover ETF) are both Large Cap Growth Equities funds. ROUS is passively managed, while XOVR is actively managed. Over the past 5 years, ROUS returned 12.22%/yr vs 3.37%/yr for XOVR. Their 0.67 correlation means they have sometimes moved together and sometimes differently. ROUS charges 0.19%/yr vs 0.75%/yr for XOVR.

Performance

ROUS vs. XOVR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Multifactor US Equity ETF (ROUS) and ERShares Private-Public Crossover ETF (XOVR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ROUS achieves a 17.13% return, which is significantly higher than XOVR's -4.47% return.

ROUS

1D
0.57%
1M
0.96%
6M
11.60%
YTD
17.13%
1Y
27.87%
3Y*
19.09%
5Y*
12.22%
10Y*
12.68%
ALL TIME*
11.05%

XOVR

1D
3.44%
1M
-8.38%
6M
4.57%
YTD
-4.47%
1Y
-0.88%
3Y*
16.81%
5Y*
3.37%
10Y*
—
ALL TIME*
9.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ROUS

Hartford Multifactor US Equity ETF
$3.40M$3.69M$3.28M

XOVR

ERShares Private-Public Crossover ETF
$32.19M$37.02M$109.67M

ROUS vs. XOVR - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ROUS
Hartford Multifactor US Equity ETF		17.13%15.21%17.61%15.05%-9.65%27.33%6.61%23.94%-9.59%6.05%
XOVR
ERShares Private-Public Crossover ETF		-4.47%11.83%33.21%51.89%-41.09%-7.24%50.39%31.72%-5.02%1.54%

Correlation

The correlation between ROUS and XOVR is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.56

Correlation (3Y)
Balances recent behavior with more history.

0.66

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.70

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2017

0.67

The correlation between ROUS and XOVR shifts across timeframes, from 0.56 (1 year) to 0.70 (5 years), reflecting how their relationship changes across market environments.

ROUS vs. XOVR - Sectors Allocation Comparison

Sectors
ROUS
XOVR

Technology

35.2%
34.5%

Healthcare

11.1%
18.5%

Financial Services

11.1%
9.9%

Industrials

10.4%
6.2%

Consumer Cyclical

9.1%
6.7%

Communication Services

6.3%
24.2%

Consumer Defensive

5.4%

-

Utilities

3.7%

-

Energy

2.7%
3.1%

Real Estate

2.2%

-

Basic Materials

2.1%

-

Technology

ROUS
35.2%
XOVR
34.5%

Healthcare

ROUS
11.1%
XOVR
18.5%

Financial Services

ROUS
11.1%
XOVR
9.9%

Industrials

ROUS
10.4%
XOVR
6.2%

Consumer Cyclical

ROUS
9.1%
XOVR
6.7%

Communication Services

ROUS
6.3%
XOVR
24.2%

Consumer Defensive

ROUS
5.4%
XOVR

-

Utilities

ROUS
3.7%
XOVR

-

Energy

ROUS
2.7%
XOVR
3.1%

Real Estate

ROUS
2.2%
XOVR

-

Basic Materials

ROUS
2.1%
XOVR

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Hartford Multifactor US Equity ETF

ERShares Private-Public Crossover ETF

Often compared with ROUS:
ROUS vs. PALCROUS vs. VFMFXROUS vs. VSMVROUS vs. DYNFROUS vs. OMFLROUS vs. QQQROUS vs. SPMO
Often compared with XOVR:
XOVR vs. QQQXOVR vs. ARKVXXOVR vs. VOOXOVR vs. ARKXXOVR vs. DXYZXOVR vs. SPYXOVR vs. ARKK

Return for Risk

ROUS vs. XOVR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
ROUS
ROUS Risk / Return Rank: 9292
Overall Rank
ROUS Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ROUS Sortino Ratio Rank: 9292
Sortino Ratio Rank
ROUS Omega Ratio Rank: 9090
Omega Ratio Rank
ROUS Calmar Ratio Rank: 9393
Calmar Ratio Rank
ROUS Martin Ratio Rank: 9494
Martin Ratio Rank
XOVR
XOVR Risk / Return Rank: 1111
Overall Rank
XOVR Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
XOVR Sortino Ratio Rank: 1111
Sortino Ratio Rank
XOVR Omega Ratio Rank: 1111
Omega Ratio Rank
XOVR Calmar Ratio Rank: 1111
Calmar Ratio Rank
XOVR Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ROUS vs. XOVR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Multifactor US Equity ETF (ROUS) and ERShares Private-Public Crossover ETF (XOVR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

ROUSXOVRDifference
Sharpe ratioReturn per unit of total volatility
2.42
-0.04

+2.46

Sortino ratioReturn per unit of downside risk
3.43
0.11

+3.31

Omega ratioGain probability vs. loss probability

1.43

1.01

+0.41

Calmar ratioReturn relative to maximum drawdown

4.69

-0.04

+4.73

Martin ratioReturn relative to average drawdown

18.56

-0.08

+18.63

ROUS vs. XOVR - Sharpe Ratio Comparison

The current ROUS Sharpe Ratio is 2.42, which is higher than the XOVR Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of ROUS and XOVR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

ROUS vs. XOVR - Drawdown Comparison

The maximum ROUS drawdown since its inception was -35.51%, smaller than the maximum XOVR drawdown of -56.28%. Use the drawdown chart below to compare losses from any high point for ROUS and XOVR.

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Drawdown Indicators

ROUSXOVRDifference

Max Drawdown

Largest peak-to-trough decline

-35.51%

-56.28%

+20.77%

Max Drawdown (1Y)

Largest decline over 1 year

-5.97%

-24.32%

+18.35%

Max Drawdown (3Y)

Largest decline over 3 years

-15.81%

-25.23%

+9.42%

Max Drawdown (5Y)

Largest decline over 5 years

-18.91%

-49.35%

+30.44%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

—

—

Current Drawdown

Current decline from peak

-0.38%

-11.38%

+11.00%

Average Drawdown

Average peak-to-trough decline

-4.19%

-18.21%

+14.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.51%

11.53%

-10.02%

Volatility

ROUS vs. XOVR - Volatility Comparison

The current volatility for Hartford Multifactor US Equity ETF (ROUS) is 2.46%, while ERShares Private-Public Crossover ETF (XOVR) has a volatility of 7.84%. This indicates that ROUS experiences smaller price fluctuations and is considered to be less risky than XOVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ROUSXOVRDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.46%

7.84%

-5.38%

Volatility (6M)

Calculated over the trailing 6-month period

8.70%

19.11%

-10.41%

Volatility (1Y)

Calculated over the trailing 1-year period

11.59%

23.67%

-12.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.43%

26.68%

-12.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.92%

27.03%

-10.11%

ROUS vs. XOVR - Expense Ratio Comparison

ROUS has a 0.19% expense ratio, which is lower than XOVR's 0.75% expense ratio.

Dividends

ROUS vs. XOVR - Dividend Comparison

ROUS's dividend yield for the trailing twelve months is around 1.32%, while XOVR has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
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%
XOVR
ERShares Private-Public Crossover ETF		0.00%0.00%0.00%0.00%0.00%57.75%6.31%0.08%3.71%0.08%0.00%0.00%

Frequently Asked Questions

ROUS and XOVR have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XOVR has higher volatility (7.84%) compared to ROUS (2.46%). In terms of maximum drawdown, ROUS dropped -35.51% vs XOVR's -56.28%.

On 5-year performance, ROUS leads with 12.22% vs 3.37% for XOVR. On fees, ROUS is cheaper at 0.19% per year. On volatility, ROUS has been the lower-risk option at 2.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ROUS has performed better with a 12.22% return vs 3.37%. 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 0.75% for XOVR.

ROUS has the higher dividend yield at 1.32%, compared with 0.00% for XOVR.

They also come from different issuers: Hartford and ERShares. Their fees differ too: 0.19% for ROUS and 0.75% for XOVR.

ROUS currently has the higher Sharpe Ratio (2.42 vs -0.04), 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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