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STXK vs. ROSC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

STXK vs. ROSC

Last updated Aug 4, 2026
Documentation

STXK (Strive Small-Cap ETF) and ROSC (Hartford Multifactor Small Cap ETF) are both Small Cap Blend Equities funds - STXK tracks the Bloomberg US 600 Index - Benchmark TR Gross while ROSC tracks the ROSC-US - Hartford Multifactor Small Cap Index. Both are passively managed. Over the past 3 years, STXK returned 13.79%/yr vs 16.07%/yr for ROSC. Their correlation of 0.92 means they have usually moved in the same direction. STXK charges 0.18%/yr vs 0.34%/yr for ROSC.

Performance

STXK vs. ROSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive Small-Cap ETF (STXK) and Hartford Multifactor Small Cap ETF (ROSC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STXK achieves a 16.87% return, which is significantly lower than ROSC's 21.44% return.

STXK

1D
1.52%
1M
0.70%
6M
10.79%
YTD
16.87%
1Y
29.03%
3Y*
13.79%
5Y*
—
10Y*
—
ALL TIME*
13.48%

ROSC

1D
1.35%
1M
1.50%
6M
14.44%
YTD
21.44%
1Y
40.60%
3Y*
16.07%
5Y*
10.37%
10Y*
11.09%
ALL TIME*
9.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

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

ROSC

Hartford Multifactor Small Cap ETF
$136.27K$122.07K$123.34K

STXK

Strive Small-Cap ETF
$405.30K$275.09K$260.42K

STXK vs. ROSC - Yearly Performance Comparison

2026 (YTD)2025202420232022
STXK
Strive Small-Cap ETF		16.87%7.82%9.47%20.15%-3.32%
ROSC
Hartford Multifactor Small Cap ETF		21.44%10.18%7.28%18.88%0.68%

Correlation

The correlation between STXK and ROSC is 0.87, meaning they have usually moved in the same direction, including during past declines.

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

0.87

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

0.91

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2022

0.92

The correlation between STXK and ROSC has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.

STXK vs. ROSC - Sectors Allocation Comparison

Sectors
STXK
ROSC

Technology

17.3%
12.3%

Financial Services

15.8%
19.3%

Industrials

15.0%
11.5%

Healthcare

13.8%
19.0%

Consumer Cyclical

13.4%
14.8%

Real Estate

7.2%
5.7%

Energy

5.6%
2.3%

Basic Materials

4.2%
2.7%

Utilities

2.9%
1.8%

Consumer Defensive

2.7%
6.3%

Communication Services

2.1%
3.6%

Technology

STXK
17.3%
ROSC
12.3%

Financial Services

STXK
15.8%
ROSC
19.3%

Industrials

STXK
15.0%
ROSC
11.5%

Healthcare

STXK
13.8%
ROSC
19.0%

Consumer Cyclical

STXK
13.4%
ROSC
14.8%

Real Estate

STXK
7.2%
ROSC
5.7%

Energy

STXK
5.6%
ROSC
2.3%

Basic Materials

STXK
4.2%
ROSC
2.7%

Utilities

STXK
2.9%
ROSC
1.8%

Consumer Defensive

STXK
2.7%
ROSC
6.3%

Communication Services

STXK
2.1%
ROSC
3.6%

Compare stocks, funds, or ETFs

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

Strive Small-Cap ETF

Hartford Multifactor Small Cap ETF

Often compared with STXK:
STXK vs. SCHGSTXK vs. BUXXSTXK vs. FESMSTXK vs. FTWOSTXK vs. STXVSTXK vs. STXESTXK vs. SHOC
Often compared with ROSC:
ROSC vs. SPMOROSC vs. JEPIROSC vs. AVUVROSC vs. SQLVROSC vs. VBRROSC vs. CALFROSC vs. SMLV

Return for Risk

STXK vs. ROSC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
STXK
STXK Risk / Return Rank: 7373
Overall Rank
STXK Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
STXK Sortino Ratio Rank: 7575
Sortino Ratio Rank
STXK Omega Ratio Rank: 6666
Omega Ratio Rank
STXK Calmar Ratio Rank: 7878
Calmar Ratio Rank
STXK Martin Ratio Rank: 7777
Martin Ratio Rank
ROSC
ROSC Risk / Return Rank: 9494
Overall Rank
ROSC Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ROSC Sortino Ratio Rank: 9494
Sortino Ratio Rank
ROSC Omega Ratio Rank: 9393
Omega Ratio Rank
ROSC Calmar Ratio Rank: 9595
Calmar Ratio Rank
ROSC Martin Ratio Rank: 9393
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.

STXK vs. ROSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive Small-Cap ETF (STXK) and Hartford Multifactor Small Cap ETF (ROSC). 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.

STXKROSCDifference
Sharpe ratioReturn per unit of total volatility
1.75
2.71

-0.96

Sortino ratioReturn per unit of downside risk
2.60
3.97

-1.38

Omega ratioGain probability vs. loss probability

1.30

1.48

-0.18

Calmar ratioReturn relative to maximum drawdown

2.97

5.26

-2.29

Martin ratioReturn relative to average drawdown

10.46

17.73

-7.27

STXK vs. ROSC - Sharpe Ratio Comparison

The current STXK Sharpe Ratio is 1.75, which is lower than the ROSC Sharpe Ratio of 2.71. The chart below compares the historical Sharpe Ratios of STXK and ROSC, 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

STXK vs. ROSC - Drawdown Comparison

The maximum STXK drawdown since its inception was -27.12%, smaller than the maximum ROSC drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for STXK and ROSC.

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Drawdown Indicators

STXKROSCDifference

Max Drawdown

Largest peak-to-trough decline

-27.12%

-43.13%

+16.01%

Max Drawdown (1Y)

Largest decline over 1 year

-9.81%

-7.75%

-2.06%

Max Drawdown (3Y)

Largest decline over 3 years

-27.12%

-23.74%

-3.38%

Max Drawdown (5Y)

Largest decline over 5 years

—

-23.74%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-43.13%

—

Current Drawdown

Current decline from peak

-0.35%

-0.42%

+0.07%

Average Drawdown

Average peak-to-trough decline

-5.40%

-7.12%

+1.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

2.30%

+0.48%

Volatility

STXK vs. ROSC - Volatility Comparison

Strive Small-Cap ETF (STXK) has a higher volatility of 3.82% compared to Hartford Multifactor Small Cap ETF (ROSC) at 3.55%. This indicates that STXK's price experiences larger fluctuations and is considered to be riskier than ROSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

STXKROSCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.82%

3.55%

+0.27%

Volatility (6M)

Calculated over the trailing 6-month period

11.63%

10.12%

+1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

16.68%

15.09%

+1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.92%

19.21%

+0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.92%

20.25%

-0.33%

STXK vs. ROSC - Expense Ratio Comparison

STXK has a 0.18% expense ratio, which is lower than ROSC's 0.34% expense ratio.

Dividends

STXK vs. ROSC - Dividend Comparison

STXK's dividend yield for the trailing twelve months is around 1.13%, less than ROSC's 1.77% yield.

PositionTTM20252024202320222021202020192018201720162015
ROSC
Hartford Multifactor Small Cap ETF		1.77%2.08%2.00%2.01%1.51%2.13%1.75%3.05%2.86%2.13%2.20%2.48%
STXK
Strive Small-Cap ETF		1.13%1.29%1.64%1.14%0.31%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

STXK and ROSC have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

STXK has higher volatility (3.82%) compared to ROSC (3.55%). In terms of maximum drawdown, STXK dropped -27.12% vs ROSC's -43.13%.

On 3-year performance, ROSC leads with 16.07% vs 13.79% for STXK. On fees, STXK is cheaper at 0.18% per year. On volatility, ROSC has been the lower-risk option at 3.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, ROSC has performed better with a 16.07% return vs 13.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

STXK is cheaper with a 0.18% expense ratio, compared with 0.34% for ROSC.

ROSC has the higher dividend yield at 1.77%, compared with 1.13% for STXK.

STXK tracks Bloomberg US 600 Index - Benchmark TR Gross, while ROSC tracks ROSC-US - Hartford Multifactor Small Cap Index. They also come from different issuers: Strive and Hartford. Their fees differ too: 0.18% for STXK and 0.34% for ROSC.

ROSC currently has the higher Sharpe Ratio (2.71 vs 1.75), 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.

Portfolio Optimizer

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