ROSC vs VOO

ROSC vs VOO

Which is better, ROSC or VOO?

Small Cap Value against Large Cap Blend.

VOO has a lower expense ratio. ROSC led over 1Y, VOO over 3Y, 5Y and the full window. ROSC is less concentrated, with 11.3% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: ROSC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricROSCVOO
Expense Ratio0.34%0.03%Best
AUM$54M$997.4B
Dividend Yield1.80%1.08%
Holdings309509
YTD Return+19.47%Best+13.37%
1Y Return+24.32%Best+20.08%
3Y Return (annualized)+16.52%+21.29%Best
5Y Return (annualized)+9.40%+12.89%Best
Volatility (annualized)18.1%15.0%Best
Max Drawdown-46.3%-34.3%Best
$10,000 over 5 years$15,671$18,335Best
Top 10 Weight11.3%Best36.4%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionMar 23, 2015Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Mar 24, 2015 to Sep 4, 2026 (11.4 years).

ROSC vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.4 years both funds cover.

ROSC vs VOO Performance

Hartford Multifactor Small Cap ETF (ROSC) is an ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ROSC returned +24.32% while VOO returned +20.08%. Year to date, ROSC is up 19.47% versus a gain of 13.37% for VOO.

Over three years, ROSC compounded at +16.52% per year against +21.29% for VOO; over five years the annualized figures are +9.40% and +12.89% respectively. Across the full 11-year window we track, VOO has the edge at +12.87% annualized vs +8.13%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ROSC has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.0% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -46.3% for ROSC and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ROSC charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, ROSC currently yields 1.80% against 1.08% for VOO.

Holdings Overlap

ROSC already in VOO0.2%

0.2% of ROSC's money is in holdings VOO also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 48 days apart, ROSC as of Aug 17, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 302 positions we hold weights for in ROSC and 504 in VOO, against full books of 309 and 509.

What only one of them owns

Our book lists 493 positions for VOO that do not appear in our book for ROSC (99.3% of the fund), and 290 for ROSC that do not appear in VOO (95.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ROSCWeight in VOODifference
DVADavita Inc0.20%0.01%0.19%

You are not choosing between two funds in isolation.

Whichever of ROSC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ROSCVOO

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Frequently Asked Questions

Which is cheaper, ROSC or VOO?

ROSC has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, ROSC or VOO?

Over the past year ROSC returned +24.32% vs +20.08% for VOO, so ROSC leads on 1-year performance. Over the longest common window we track (11 years), ROSC annualized +8.13% vs +12.87% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ROSC or VOO?

ROSC has been the more volatile fund at 18.1% annualized versus 15.0% for VOO. Worst drawdown: ROSC -46.3% vs VOO -34.3%.

Should I hold both ROSC and VOO?

ROSC and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ROSC or VOO?

ROSC yields 1.80% while VOO yields 1.08%, so ROSC currently pays the higher dividend yield.

Is VOO better than ROSC?

VOO has a lower expense ratio. ROSC led over 1Y, VOO over 3Y, 5Y and the full window. ROSC is less concentrated, with 11.3% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.