ROUS vs SFY
Comparison between HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed ROUS, delivering a return of +14.3% compared to +12.4%
ROUS vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROUS
$669M
Winner
SFY
$670M
Expense Ratio
ROUS
0.19%
Winner
SFY
0.05%
Max Drawdown
ROUS
35.51%
Winner
SFY
33.25%
Sharpe Ratio
Winner
ROUS
1.69
SFY
1.17
5Y Beta
Winner
ROUS
0.78
SFY
1.15
P/E Ratio
Winner
ROUS
20.45
SFY
31.95
Forward P/E
Winner
ROUS
16.39
SFY
20.81
5Y Dividends CAGR
ROUS
5.61%
Winner
SFY
9.58%
5Y EPS CAGR
ROUS
18.16%
Winner
SFY
35.72%
Debt to Equity
Winner
ROUS
-17.56%
SFY
35.15%
P/S Ratio
Winner
ROUS
1.61
SFY
4.58
P/B Ratio
Winner
ROUS
3.98
SFY
6.69
ROUS vs SFY - Holdings Comparison
ROUS and SFY have 229 common holdings. Overlap is 29.02%
ROUS's top 25 holdings weight is 25.23%. SFY's top 25 holdings weight is 56.03%.
| Rank | ROUS | SFY |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 1.47% | NVIDIA CORP (NVDA) - 15.05% |
| #2 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43% | APPLE INC (AAPL) - 4.90% |
| #3 | FORTINET INC (FTNT) - 1.41% | BROADCOM INC (AVGO) - 3.97% |
| #4 | CISCO SYSTEMS INC (CSCO) - 1.29% | MICROSOFT CORP (MSFT) - 3.90% |
| #5 | APPLIED MATERIALS INC (AMAT) - 1.22% | MICRON TECHNOLOGY INC (MU) - 3.49% |
| #6 | KLA CORP (KLAC) - 1.21% | AMAZON.COM INC (AMZN) - 2.96% |
| #7 | WESTERN DIGITAL CORP (WDC) - 1.19% | ELI LILLY AND CO (LLY) - 2.42% |
| #8 | n/a (DELL) - 1.16% | ALPHABET INC CLASS A (GOOGL) - 2.27% |
| #9 | LAM RESEARCH CORP (LRCX) - 1.14% | META PLATFORMS INC CLASS A (META) - 2.23% |
| #10 | APPLE INC (AAPL) - 1.04% | ALPHABET INC CLASS C (GOOG) - 2.12% |
| #11 | MERCK & CO INC (MRK) - 1.00% | ADVANCED MICRO DEVICES INC (AMD) - 1.63% |
| #12 | MICRON TECHNOLOGY INC (MU) - 0.93% | TESLA INC (TSLA) - 1.33% |
| #13 | ELECTRONIC ARTS INC (EA) - 0.92% | INTEL CORP (INTC) - 1.13% |
| #14 | MACY'S INC (M) - 0.90% | n/a (PLTR) - 1.12% |
| #15 | MURPHY USA INC (MUSA) - 0.87% | WALMART INC (WMT) - 0.88% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.87% | JPMORGAN CHASE & CO (JPM) - 0.85% |
| #17 | AMPHENOL CORP CLASS A (APH) - 0.86% | ABBVIE INC (ABBV) - 0.78% |
| #18 | CIENA CORP (CIEN) - 0.83% | LAM RESEARCH CORP (LRCX) - 0.77% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.83% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #20 | NETAPP INC (NTAP) - 0.81% | VISA INC CLASS A (V) - 0.66% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.79% | MASTERCARD INC CLASS A (MA) - 0.61% |
| #22 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.79% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.57% |
| #23 | ELEVANCE HEALTH INC (ELV) - 0.77% | MARVELL TECHNOLOGY INC (MRVL) - 0.56% |
| #24 | CORNING INC (GLW) - 0.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.56% |
| #25 | VERISIGN INC (VRSN) - 0.75% | GE AEROSPACE (GE) - 0.53% |
| Total Holdings | 324 | 506 |
ROUS vs SFY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ROUS
-0.28%
SFY
-0.86%
3M
ROUS
+6.04%
Winner
SFY
+7.69%
6M
Winner
ROUS
+12.10%
SFY
+11.75%
1Y
Winner
ROUS
+25.63%
SFY
+23.34%
5Y(CAGR)
ROUS
+12.37%
Winner
SFY
+14.27%
10Y(CAGR)
ROUS
+12.70%
SFY
N/A
Max(CAGR)
ROUS
+11.02%
Winner
SFY
+17.45%
ROUS vs SFY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | ROUS | SFY |
|---|---|---|
| 2026 | +15.11% | +11.75% |
| 2025 | +15.43% | +22.30% |
| 2024 | +18.00% | +30.66% |
| 2023 | +14.99% | +30.52% |
| 2022 | -9.33% | -23.41% |
| 2021 | +29.26% | +29.52% |
| 2020 | +6.33% | +23.52% |
| 2019 | +23.32% | +13.37% |
| 2018 | -9.89% | N/A |
| 2017 | +22.59% | N/A |
| 2016 | +13.65% | N/A |
| 2015 | -3.15% | N/A |
ROUS vs SFY Drawdown Comparison
The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current ROUS drawdown is -1.30%. The current SFY drawdown is -3.00%.
| Rank | ROUS | SFY |
|---|---|---|
| #1 | -35.51% Feb 14, 2020 - Dec 1, 2020 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -21.19% Aug 29, 2018 - Nov 8, 2019 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -18.91% Dec 29, 2021 - Dec 1, 2023 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -16.52% Mar 24, 2015 - Nov 14, 2016 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -15.81% Nov 26, 2024 - Jun 30, 2025 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -9.82% Jan 29, 2018 - Aug 20, 2018 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -5.97% Feb 27, 2026 - Apr 9, 2026 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -5.40% Mar 28, 2024 - Jun 18, 2024 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -5.29% Jul 16, 2024 - Aug 19, 2024 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -5.21% Sep 2, 2021 - Oct 21, 2021 | -6.19% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -4.77% Nov 16, 2021 - Dec 15, 2021 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #12 | -4.71% Oct 27, 2025 - Nov 28, 2025 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #13 | -4.18% Feb 12, 2021 - Mar 11, 2021 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #14 | -3.83% Aug 30, 2024 - Sep 19, 2024 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #15 | -3.64% May 7, 2021 - Jun 11, 2021 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
Correlation
Correlation between ROUS and SFY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
ROUS vs SFY dividend yield comparison.
| Year | ROUS | SFY |
|---|---|---|
| 2026 | 0.58% | 0.43% |
| 2025 | 1.52% | 0.96% |
| 2024 | 1.62% | 0.99% |
| 2023 | 1.91% | 1.40% |
| 2022 | 1.88% | 1.61% |
| 2021 | 1.38% | 0.90% |
| 2020 | 2.01% | 1.18% |
| 2019 | 2.12% | 1.02% |
| 2018 | 1.89% | 0.00% |
| 2017 | 1.54% | 0.00% |
| 2016 | 1.97% | 0.00% |
| 2015 | 1.62% | 0.00% |
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