ROUS vs. XOVR

Last updated Jun 24, 2026

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 12.64%/yr vs 3.90%/yr for XOVR. A 0.67 correlation means they provide meaningful diversification when combined. 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.

Returns By Period

In the year-to-date period, ROUS achieves a 15.33% return, which is significantly higher than XOVR's -2.63% return.

ROUS

• 1D: -0.90%
• 1M: 0.88%
• YTD: 15.33%
• 6M: 13.97%
• 1Y: 27.51%
• 3Y*: 19.87%
• 5Y*: 12.64%
• 10Y*: 12.99%

XOVR

• 1D: -1.16%
• 1M: 0.41%
• YTD: -2.63%
• 6M: -4.25%
• 1Y: 7.10%
• 3Y*: 17.80%
• 5Y*: 3.90%
• 10Y*: —

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

ROUS vs. XOVR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ROUS Hartford Multifactor US Equity ETF	15.33%	15.21%	17.61%	15.05%	-9.65%	27.33%	6.61%	23.94%	-9.59%	6.05%
XOVR ERShares Private-Public Crossover ETF	-2.63%	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 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	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year 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	37.3%	33.7%
Healthcare	10.3%	17.1%
Financial Services	9.9%	9.1%
Industrials	9.8%	7.0%
Consumer Cyclical	9.1%	6.5%
Communication Services	8.1%	26.7%
Consumer Defensive	5.5%	-
Utilities	3.5%	-
Energy	2.6%	3.1%
Basic Materials	2.1%	-
Real Estate	2.0%	-

Return for Risk

ROUS vs. XOVR — Risk / Return Rank

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

ROUS

ROUS Risk / Return Rank: 82
ROUS Sharpe Ratio Rank: 80
ROUS Sortino Ratio Rank: 80
ROUS Omega Ratio Rank: 75
ROUS Calmar Ratio Rank: 87
ROUS Martin Ratio Rank: 89

XOVR

XOVR Risk / Return Rank: 12
XOVR Sharpe Ratio Rank: 13
XOVR Sortino Ratio Rank: 13
XOVR Omega Ratio Rank: 13
XOVR Calmar Ratio Rank: 12
XOVR Martin Ratio Rank: 11

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. 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.

	ROUS	XOVR	Difference
Sharpe ratio: Return per unit of total volatility	2.37	0.32	+2.05
Sortino ratio: Return per unit of downside risk	3.32	0.59	+2.73
Omega ratio: Gain probability vs. loss probability	1.42	1.07	+0.34
Calmar ratio: Return relative to maximum drawdown	4.63	0.29	+4.34
Martin ratio: Return relative to average drawdown	18.66	0.64	+18.02

ROUS vs. XOVR - Sharpe Ratio Comparison

The current ROUS Sharpe Ratio is 2.37, which is higher than the XOVR Sharpe Ratio of 0.32. 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.

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.

Drawdown Indicators

	ROUS	XOVR	Difference
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	-1.91%	-9.67%	+7.76%
Average Drawdown Average peak-to-trough decline	-4.22%	-18.34%	+14.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.48%	11.07%	-9.59%

Volatility

ROUS vs. XOVR - Volatility Comparison

The current volatility for Hartford Multifactor US Equity ETF (ROUS) is 4.01%, while ERShares Private-Public Crossover ETF (XOVR) has a volatility of 10.70%. 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.

Volatility by Period

	ROUS	XOVR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.01%	10.70%	-6.69%
Volatility (6M) Calculated over the trailing 6-month period	8.96%	17.41%	-8.45%
Volatility (1Y) Calculated over the trailing 1-year period	11.70%	22.13%	-10.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.43%	26.47%	-12.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.99%	27.00%	-10.01%

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 1.34%, while XOVR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROUS Hartford Multifactor US Equity ETF	1.34%	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

Can I hold both ROUS and XOVR in my portfolio?

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.

Which is riskier, ROUS or XOVR?

XOVR has higher volatility (10.70%) compared to ROUS (4.01%). In terms of maximum drawdown, ROUS dropped -35.51% vs XOVR's -56.28%.

Which ETF is better, ROUS or XOVR?

On 5-year performance, ROUS leads with 12.64% vs 3.90% for XOVR. On fees, ROUS is cheaper at 0.19% per year. On volatility, ROUS has been the lower-risk option at 4.01%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ROUS or XOVR?

Over the 5-year period, ROUS has performed better with a 12.64% return vs 3.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ROUS or XOVR?

ROUS is cheaper with a 0.19% expense ratio, compared with 0.75% for XOVR.

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

ROUS has the higher dividend yield at 1.34%, compared with 0.00% for XOVR.

What is the main difference between ROUS and XOVR?

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

Which has better risk-adjusted returns?

ROUS currently has the higher Sharpe Ratio (2.37 vs 0.32), 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.