PCPI vs ROSC

Comparison between PIMCO Inflation PLUS Active Exchange-Traded Fund (PCPI, ETF) and HARTFORD MULTIFACTOR SMALL CAP ETF (ROSC, ETF).

PCPI vs ROSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCPI(ETF)	ROSC(ETF)
Net Assets	$57M	$57M
Expense Ratio	0.25%	0.34%
Max Drawdown	0.53%	46.32%
Sharpe Ratio	2.01	1.76
5Y Beta	-0.01	0.84
P/E Ratio	N/A	17.99
Forward P/E	N/A	13.33
5Y Dividends CAGR	N/A	11.83%
5Y EPS CAGR	N/A	9.68%
Debt to Equity	N/A	51.07%
P/S Ratio	N/A	1.06
P/B Ratio	N/A	1.77

Net Assets

PCPI

$57M

ROSC

$57M

Expense Ratio

Winner

PCPI

0.25%

ROSC

0.34%

Max Drawdown

Winner

PCPI

0.53%

ROSC

46.32%

Sharpe Ratio

Winner

PCPI

2.01

ROSC

1.76

5Y Beta

Winner

PCPI

-0.01

ROSC

0.84

P/E Ratio

PCPI

N/A

ROSC

17.99

Forward P/E

PCPI

N/A

ROSC

13.33

5Y Dividends CAGR

PCPI

N/A

ROSC

11.83%

5Y EPS CAGR

PCPI

N/A

ROSC

9.68%

Debt to Equity

PCPI

N/A

ROSC

51.07%

P/S Ratio

PCPI

N/A

ROSC

1.06

P/B Ratio

PCPI

N/A

ROSC

1.77

PCPI vs ROSC - Historical Returns

Returns include dividend reinvestment.

Period	PCPI	ROSC
1 month	+0.12%	+5.37%
3 months	N/A	+14.71%
6 months	N/A	+14.54%
1 year	N/A	+35.44%
5 years(CAGR)	N/A	+8.74%
10 years(CAGR)	N/A	+11.16%
Max(CAGR)	+7.23%	+9.61%

PCPI

+0.12%

Winner

ROSC

+5.37%

PCPI

N/A

ROSC

+14.71%

PCPI

N/A

ROSC

+14.54%

PCPI

N/A

ROSC

+35.44%

5Y(CAGR)

PCPI

N/A

ROSC

+8.74%

10Y(CAGR)

PCPI

N/A

ROSC

+11.16%

Max(CAGR)

PCPI

+7.23%

Winner

ROSC

+9.61%

PCPI vs ROSC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PCPI	ROSC
2026	+1.29%	+17.10%
2025	N/A	+10.67%
2024	N/A	+7.66%
2023	N/A	+18.98%
2022	N/A	-11.36%
2021	N/A	+31.47%
2020	N/A	+5.63%
2019	N/A	+16.84%
2018	N/A	-13.11%
2017	N/A	+23.93%
2016	N/A	+17.91%
2015	N/A	-6.23%

PCPI vs ROSC Drawdown Comparison

The maximum drawdown for PCPI was -0.30%, occurring on May 22, 2026. Recovery took 8 trading sessions.

The maximum drawdown for ROSC was -43.12%, occurring on Mar 18, 2020. Recovery took 727 trading sessions.

The current PCPI drawdown is -0.17%.

Rank	PCPI	ROSC
#1	-0.30% May 20, 2026 - Jun 2, 2026	-43.12% Jan 26, 2018 - Dec 15, 2020
#2	-0.18% May 4, 2026 - May 11, 2026	-23.74% Nov 25, 2024 - Dec 3, 2025
#3	-0.17% Jun 9, 2026 - Jun 12, 2026	-22.92% Nov 16, 2021 - Dec 19, 2023
#4	-0.15% Apr 7, 2026 - Apr 14, 2026	-19.97% Apr 27, 2015 - Aug 9, 2016
#5	-0.11% Apr 14, 2026 - Apr 22, 2026	-9.37% Jul 31, 2024 - Nov 6, 2024
#6	-0.09% Jun 3, 2026 - Jun 8, 2026	-7.75% Feb 6, 2026 - Apr 17, 2026
#7	-0.06% Apr 30, 2026 - May 4, 2026	-7.59% Dec 27, 2023 - Jul 15, 2024
#8	-0.05% May 13, 2026 - May 18, 2026	-7.20% Jun 8, 2021 - Nov 1, 2021
#9	N/A	-6.34% Mar 15, 2021 - May 27, 2021
#10	N/A	-4.77% Sep 22, 2016 - Dec 6, 2016
#11	N/A	-4.47% Nov 11, 2024 - Nov 25, 2024
#12	N/A	-3.98% Jan 25, 2021 - Feb 4, 2021
#13	N/A	-3.50% Feb 12, 2021 - Mar 8, 2021
#14	N/A	-3.26% Sep 6, 2016 - Sep 22, 2016
#15	N/A	-3.16% May 8, 2026 - May 26, 2026

Correlation

Correlation between PCPI and ROSC is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2015 - 2026)

PCPI vs ROSC dividend yield comparison.

Year	PCPI	ROSC
2026	0.44%	0.32%
2025	0.00%	2.08%
2024	0.00%	2.00%
2023	0.00%	2.01%
2022	0.00%	1.51%
2021	0.00%	2.13%
2020	0.00%	1.75%
2019	0.00%	3.05%
2018	0.00%	2.86%
2017	0.00%	2.13%
2016	0.00%	2.20%
2015	0.00%	2.48%