OSCV vs ROUS
Comparison between OPUS SMALL CAP VALUE ETF (OSCV, ETF) and HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF).
5-Year PerformanceROUS has outperformed OSCV, delivering a return of +12.2% compared to +6.7%
OSCV vs ROUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OSCV
$706M
ROUS
$706M
Expense Ratio
OSCV
0.79%
Winner
ROUS
0.19%
Max Drawdown
OSCV
42.84%
Winner
ROUS
35.51%
Sharpe Ratio
OSCV
0.81
Winner
ROUS
1.70
5Y Beta
Winner
OSCV
0.70
ROUS
0.77
P/E Ratio
Winner
OSCV
18.72
ROUS
21.77
Forward P/E
Winner
OSCV
16.37
ROUS
17.05
PEG Ratio
OSCV
0.04
ROUS
N/A
5Y Dividends CAGR
Winner
OSCV
12.76%
ROUS
5.61%
5Y EPS CAGR
OSCV
11.73%
Winner
ROUS
15.87%
Debt to Equity
OSCV
N/A
ROUS
125.28%
P/S Ratio
OSCV
2.49
Winner
ROUS
1.59
P/B Ratio
Winner
OSCV
2.41
ROUS
4.00
OSCV vs ROUS - Holdings Comparison
OSCV and ROUS have 6 common holdings. Overlap is 1.23%
OSCV's top 25 holdings weight is 56.70%. ROUS's top 25 holdings weight is 23.21%.
| Rank | OSCV | ROUS |
|---|---|---|
| #1 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.05% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.41% |
| #2 | THE HANOVER INSURANCE GROUP INC (THG) - 2.92% | ALPHABET INC CLASS A (GOOGL) - 1.33% |
| #3 | TEXAS ROADHOUSE INC (TXRH) - 2.79% | FORTINET INC (FTNT) - 1.28% |
| #4 | n/a (AHR) - 2.75% | CISCO SYSTEMS INC (CSCO) - 1.25% |
| #5 | A10 NETWORKS INC (ATEN) - 2.61% | n/a (DELL) - 1.20% |
| #6 | n/a (VNOM) - 2.56% | MERCK & CO INC (MRK) - 1.20% |
| #7 | PRIMERICA INC (PRI) - 2.42% | WESTERN DIGITAL CORP (WDC) - 1.05% |
| #8 | PRICESMART INC (PSMT) - 2.41% | LAM RESEARCH CORP (LRCX) - 1.03% |
| #9 | ENSIGN GROUP INC (ENSG) - 2.36% | APPLIED MATERIALS INC (AMAT) - 1.02% |
| #10 | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.34% | KLA CORP (KLAC) - 0.99% |
| #11 | HAWKINS INC (HWKN) - 2.25% | APPLE INC (AAPL) - 0.99% |
| #12 | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.24% | NETAPP INC (NTAP) - 0.95% |
| #13 | STOCK YARDS BANCORP INC (SYBT) - 2.23% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #14 | WINTRUST FINANCIAL CORP (WTFC) - 2.18% | MICRON TECHNOLOGY INC (MU) - 0.94% |
| #15 | ENCOMPASS HEALTH CORP (EHC) - 2.12% | n/a (CTSH) - 0.94% |
| #16 | CHEMED CORP (CHE) - 2.04% | VERIZON COMMUNICATIONS INC (VZ) - 0.93% |
| #17 | PATHWARD FINANCIAL INC (CASH) - 2.00% | MICROSOFT CORP (MSFT) - 0.89% |
| #18 | GERMAN AMERICAN BANCORP INC (GABC) - 1.96% | MACY'S INC (M) - 0.87% |
| #19 | KADANT INC (KAI) - 1.90% | AMPHENOL CORP CLASS A (APH) - 0.84% |
| #20 | FLOWSERVE CORP (FLS) - 1.89% | GILEAD SCIENCES INC (GILD) - 0.82% |
| #21 | NEW JERSEY RESOURCES CORP (NJR) - 1.80% | EMCOR GROUP INC (EME) - 0.47% |
| #22 | EASTGROUP PROPERTIES INC (EGP) - 1.79% | COLGATE-PALMOLIVE CO (CL) - 0.47% |
| #23 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.73% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.47% |
| #24 | HOME BANCSHARES INC (HOMB) - 1.70% | UNITEDHEALTH GROUP INC (UNH) - 0.46% |
| #25 | OWENS-CORNING INC (OC) - 1.66% | META PLATFORMS INC CLASS A (META) - 0.46% |
| Total Holdings | 67 | 283 |
OSCV vs ROUS - Historical Returns
Returns include dividend reinvestment.
1M
OSCV
-0.61%
Winner
ROUS
+2.75%
3M
Winner
OSCV
+4.35%
ROUS
+3.76%
6M
OSCV
+3.49%
Winner
ROUS
+11.92%
1Y
OSCV
+11.61%
Winner
ROUS
+24.46%
5Y(CAGR)
OSCV
+6.68%
Winner
ROUS
+12.24%
10Y(CAGR)
OSCV
+8.04%
Winner
ROUS
+12.79%
Max(CAGR)
OSCV
+8.04%
Winner
ROUS
+11.13%
OSCV vs ROUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | OSCV | ROUS |
|---|---|---|
| 2026 | +14.02% | +17.67% |
| 2025 | +2.15% | +15.43% |
| 2024 | +11.56% | +18.00% |
| 2023 | +10.47% | +14.99% |
| 2022 | -12.09% | -9.33% |
| 2021 | +29.75% | +29.26% |
| 2020 | +5.14% | +6.33% |
| 2019 | +28.01% | +23.32% |
| 2018 | -13.52% | -9.89% |
| 2017 | N/A | +22.59% |
| 2016 | N/A | +13.65% |
| 2015 | N/A | -3.15% |
OSCV vs ROUS Drawdown Comparison
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The current OSCV drawdown is -2.22%. The current ROUS drawdown is -1.58%.
| Rank | OSCV | ROUS |
|---|---|---|
| #1 | -42.42% Jan 16, 2020 - Dec 8, 2020 | -35.51% Feb 14, 2020 - Dec 1, 2020 |
| #2 | -22.92% Nov 25, 2024 - Feb 6, 2026 | -21.19% Aug 29, 2018 - Nov 8, 2019 |
| #3 | -21.21% Jan 4, 2022 - Mar 4, 2024 | -18.91% Dec 29, 2021 - Dec 1, 2023 |
| #4 | -20.17% Aug 29, 2018 - Sep 11, 2019 | -16.52% Mar 24, 2015 - Nov 14, 2016 |
| #5 | -7.87% Nov 9, 2021 - Jan 4, 2022 | -15.81% Nov 26, 2024 - Jun 30, 2025 |
| #6 | -7.55% Feb 20, 2026 - Apr 17, 2026 | -9.82% Jan 29, 2018 - Aug 20, 2018 |
| #7 | -7.21% Jun 8, 2021 - Oct 13, 2021 | -5.97% Feb 27, 2026 - Apr 9, 2026 |
| #8 | -6.74% Jul 31, 2024 - Sep 19, 2024 | -5.40% Mar 28, 2024 - Jun 18, 2024 |
| #9 | -6.59% Mar 28, 2024 - Jul 15, 2024 | -5.29% Jul 16, 2024 - Aug 19, 2024 |
| #10 | -6.24% Mar 15, 2021 - Apr 16, 2021 | -5.21% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -5.41% Jan 20, 2021 - Feb 8, 2021 | -4.77% Nov 16, 2021 - Dec 15, 2021 |
| #12 | -5.09% May 7, 2021 - Jun 8, 2021 | -4.71% Oct 27, 2025 - Nov 28, 2025 |
| #13 | -3.85% Feb 24, 2021 - Mar 9, 2021 | -4.18% Feb 12, 2021 - Mar 11, 2021 |
| #14 | -3.46% Apr 27, 2026 - Jun 24, 2026 | -3.83% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -3.22% Nov 11, 2024 - Nov 25, 2024 | -3.64% May 7, 2021 - Jun 11, 2021 |
Correlation
Correlation between OSCV and ROUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
OSCV vs ROUS dividend yield comparison.
| Year | OSCV | ROUS |
|---|---|---|
| 2026 | 0.41% | 0.57% |
| 2025 | 1.23% | 1.52% |
| 2024 | 1.29% | 1.62% |
| 2023 | 1.55% | 1.91% |
| 2022 | 1.12% | 1.88% |
| 2021 | 1.06% | 1.38% |
| 2020 | 1.11% | 2.01% |
| 2019 | 1.75% | 2.12% |
| 2018 | 0.25% | 1.89% |
| 2017 | 0.00% | 1.54% |
| 2016 | 0.00% | 1.97% |
| 2015 | 0.00% | 1.62% |
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