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