ROSC vs VOO
Hartford Multifactor Small Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ROSC delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | ROSC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.03% | |
| AUM | $62M | $997.4B | |
| Dividend Yield | 1.80% | 1.08% | |
| Holdings | 309 | 509 | |
| YTD Return | +20.50% | +12.95% | |
| 1Y Return | +30.63% | +20.69% | |
| 3Y Return (annualized) | +16.96% | +22.09% | |
| 5Y Return (annualized) | +10.00% | +13.40% | |
| Volatility (annualized) | 18.1% | 14.1% | |
| Max Drawdown | -46.3% | -34.3% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 23, 2015 | Sep 7, 2010 |
ROSC vs VOO Performance
Hartford Multifactor Small Cap ETF (ROSC) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROSC returned +30.63% while VOO returned +20.69%. Year to date, ROSC is up 20.50% versus a gain of 12.95% for VOO.
Over three years, ROSC compounded at +16.96% per year against +22.09% for VOO; over five years the annualized figures are +10.00% and +13.40% respectively. Across the full 11-year window we track, VOO has the edge at +13.50% annualized vs +8.25%. 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 14.1% 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 worth weighing if you expect to sell during market stress rather than ride it out.
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 and VOO share 1 holdings out of 806 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ROSC | Weight in VOO | Difference |
|---|---|---|---|
| DVA | 0.26% | 0.01% | 0.25% |
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. On a $10,000 investment, that is $31 per year of difference.
Which performed better, ROSC or VOO?
Over the past year ROSC returned +30.63% vs +20.69% for VOO, so ROSC leads on 1-year performance. Over the longest common window we track (11 years), ROSC annualized +8.25% vs +13.50% for VOO. Past performance does not guarantee future results.
Which is riskier, ROSC or VOO?
ROSC has been the more volatile fund at 18.1% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROSC and VOO?
ROSC and VOO share 1 common holdings with a 0.0% weight overlap. Combined, they hold 806 unique securities.
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.
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