ROSC vs VXUS

ROSC vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. ROSC delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: ROSCMore Diversified: VXUS

Side-by-Side Comparison

MetricROSCVXUSWinner
Expense Ratio0.34%0.05%
AUM$62M$158.1B
Dividend Yield1.80%2.59%
Holdings3098,747
YTD Return+21.31%+15.22%
1Y Return+30.79%+26.86%
3Y Return (annualized)+16.55%+20.34%
5Y Return (annualized)+9.63%+9.38%
Volatility (annualized)18.1%15.1%
Max Drawdown-46.3%-39.9%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionMar 23, 2015Jan 26, 2011

ROSC vs VXUS Performance

Hartford Multifactor Small Cap ETF (ROSC) is a ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ROSC returned +30.79% while VXUS returned +26.86%. Year to date, ROSC is up 21.31% versus a gain of 15.22% for VXUS.

Over three years, ROSC compounded at +16.55% per year against +20.34% for VXUS; over five years the annualized figures are +9.63% and +9.38% respectively. Across the full 11-year window we track, ROSC has the edge at +8.32% annualized vs +4.89%. 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 15.1% 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 worth weighing if you expect to sell during market stress rather than ride it out.

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 2.59% for VXUS.

Holdings Overlap

0.1%overlap

ROSC and VXUS share 2 holdings out of 8169 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ROSCWeight in VXUSDifference
FRE:NZ0.14%0.06%0.08%
SIG:LN0.18%0.02%0.16%

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. On a $10,000 investment, that is $29 per year of difference.

Which performed better, ROSC or VXUS?

Over the past year ROSC returned +30.79% vs +26.86% for VXUS, so ROSC leads on 1-year performance. Over the longest common window we track (11 years), ROSC annualized +8.32% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, ROSC or VXUS?

ROSC has been the more volatile fund at 18.1% annualized versus 15.1% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ROSC and VXUS?

ROSC and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 8169 unique securities.

Which pays a higher dividend, ROSC or VXUS?

ROSC yields 1.80% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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