ROSC vs VXUS
Hartford Multifactor Small Cap ETF vs Vanguard Total International Stock ETF
Which is better, ROSC or VXUS?
Small Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. ROSC led over 1Y and the full window, VXUS over 3Y and 5Y.
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
| Metric | ROSC | VXUS |
|---|---|---|
| Expense Ratio | 0.34% | 0.05%Best |
| AUM | $53M | $158.1B |
| Dividend Yield | 1.80% | 2.51% |
| Holdings | 309 | 8,747 |
| YTD Return | +15.50%Best | +12.65% |
| 1Y Return | +20.43%Best | +20.06% |
| 3Y Return (annualized) | +16.21% | +20.46%Best |
| 5Y Return (annualized) | +8.89% | +9.43%Best |
| Volatility (annualized) | 18.1% | 14.9%Best |
| Max Drawdown | -46.3% | -39.9%Best |
| $10,000 over 5 years | $15,309 | $15,692Best |
| Fund Family | Hartford Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Mar 23, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 24, 2015 to Sep 28, 2026 (11.5 years).
ROSC vs VXUS 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 11.5 years both funds cover.
ROSC vs VXUS Performance
Hartford Multifactor Small Cap ETF (ROSC) is an ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year ROSC returned +20.43% while VXUS returned +20.06%. Year to date, ROSC is up 15.50% versus a gain of 12.65% for VXUS.
Over three years, ROSC compounded at +16.21% per year against +20.46% for VXUS; over five years the annualized figures are +8.89% and +9.43% respectively. Across the full 12-year window we track, ROSC has the edge at +7.77% annualized vs +6.04%.
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 14.9% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ROSC charges 0.34% per year while VXUS charges 0.05%. On a $10,000 position that is $34 vs $5 annually, a gap of $29 per year that compounds over a long holding period. On income, ROSC currently yields 1.80% against 2.51% for VXUS.
Holdings Overlap
At least 0.3% of ROSC's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 302 positions we hold weights for in ROSC and 8,082 in VXUS, against full books of 309 and 8,747.
You are not choosing between two funds in isolation.
Whichever of ROSC and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ROSC or VXUS?
ROSC has an expense ratio of 0.34% while VXUS charges 0.05%. VXUS is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, ROSC or VXUS?
Over the past year ROSC returned +20.43% vs +20.06% for VXUS, so ROSC leads on 1-year performance. Over the longest common window we track (12 years), ROSC annualized +7.77% vs +6.04% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ROSC or VXUS?
ROSC has been the more volatile fund at 18.1% annualized versus 14.9% for VXUS. Worst drawdown: ROSC -46.3% vs VXUS -39.9%.
Should I hold both ROSC and VXUS?
ROSC and VXUS have a monthly-return correlation of 0.79, 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 VXUS?
ROSC yields 1.80% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than ROSC?
VXUS has a lower expense ratio. ROSC led over 1Y and the full window, VXUS over 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.