ROUS vs VOO
Hartford Multifactor US Equity ETF vs Vanguard S&P 500 ETF
Which is better, ROUS or VOO?
Large Cap Value against Large Cap Blend.
VOO has a lower expense ratio. ROUS led over 1Y, VOO over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. ROUS is less concentrated, with 11.9% of the fund in its ten largest positions against 37.6%.
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 | ROUS | VOO |
|---|---|---|
| Expense Ratio | 0.19% | 0.03%Best |
| AUM | $744M | $997.4B |
| Dividend Yield | 1.31% | 1.04% |
| Holdings | 325 | 509 |
| YTD Return | +16.58%Best | +12.25% |
| 1Y Return | +20.58%Best | +17.03% |
| 3Y Return (annualized) | +19.33% | +21.25%Best |
| 5Y Return (annualized) | +12.25% | +13.08%Best |
| Volatility (annualized) | 14.6%Best | 15.0% |
| Max Drawdown | -35.5% | -34.3%Best |
| $10,000 over 5 years | $17,821 | $18,490Best |
| Top 10 Weight | 11.9%Best | 37.6% |
| Fund Family | Hartford Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Feb 25, 2015 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Feb 26, 2015 to Sep 17, 2026 (11.6 years).
ROUS 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 11.6 years both funds cover.
ROUS vs VOO Performance
Hartford Multifactor US Equity ETF (ROUS) is an ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ROUS returned +20.58% while VOO returned +17.03%. Year to date, ROUS is up 16.58% versus a gain of 12.25% for VOO.
Over three years, ROUS compounded at +19.33% per year against +21.25% for VOO; over five years the annualized figures are +12.25% and +13.08% respectively. Across the full 12-year window we track, VOO has the edge at +12.52% annualized vs +9.81%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.6% for ROUS. 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 -35.5% for ROUS 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ROUS charges 0.19% per year while VOO charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, ROUS currently yields 1.31% against 1.04% for VOO.
Holdings Overlap
79.1% of ROUS's money is in holdings VOO also owns. 71.5% of VOO's money is in holdings ROUS also owns.
Most of ROUS is already inside VOO. Owning both mostly buys the same companies twice.
231 positions in common, counted across the 321 positions we hold weights for in ROUS and 494 in VOO, against full books of 325 and 509.
What only one of them owns
Our book lists 260 positions for VOO that do not appear in our book for ROUS (28.0% of the fund), and 88 for ROUS that do not appear in VOO (20.6%).
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
| Stock | Weight in ROUS | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 0.71% | 7.55% | 6.84% |
| AAPLApple, Inc | 1.00% | 7.05% | 6.05% |
| MSFTMicrosoft Corp | 0.95% | 5.36% | 4.41% |
| GOOGLAlphabet Inc,class A | 1.35% | 3.24% | 1.89% |
| AMZNAmazon.Com Inc | 0.25% | 4.13% | 3.88% |
| AVGOBroadcom Inc | 0.36% | 2.86% | 2.50% |
| METAMeta Platforms Inc | 0.49% | 1.90% | 1.41% |
| MUMicron Technology, Inc. | 0.94% | 1.44% | 0.50% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.25% | 0.71% | 0.54% |
| JNJJohnson & Johnson - Common | 0.94% | 0.96% | 0.02% |
79.1% of ROUS is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ROUS or VOO?
ROUS has an expense ratio of 0.19% while VOO charges 0.03%. VOO is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, ROUS or VOO?
Over the past year ROUS returned +20.58% vs +17.03% for VOO, so ROUS leads on 1-year performance. Over the longest common window we track (12 years), ROUS annualized +9.81% vs +12.52% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ROUS or VOO?
VOO has been the more volatile fund at 15.0% annualized versus 14.6% for ROUS. Worst drawdown: ROUS -35.5% vs VOO -34.3%.
Should I hold both ROUS and VOO?
ROUS and VOO have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ROUS and VOO?
79.1% of ROUS's money is in holdings VOO also owns. 71.5% of VOO's is in holdings ROUS also owns. They hold 231 positions in common, counted across the 321 positions we hold weights for in ROUS and 494 in VOO.
Which pays a higher dividend, ROUS or VOO?
ROUS yields 1.31% while VOO yields 1.04%, so ROUS currently pays the higher dividend yield.
Is VOO better than ROUS?
VOO has a lower expense ratio. ROUS led over 1Y, VOO over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. ROUS is less concentrated, with 11.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.