ROUS vs SMIN

Comparison between HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF) and ISHARES MSCI INDIA SMALL-CAP ETF (SMIN, ETF).

5-Year PerformanceROUS has outperformed SMIN, delivering a return of +12.9% compared to +7.0%

ROUS vs SMIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROUS(ETF)	SMIN(ETF)
Net Assets	$639M	$639M
Expense Ratio	0.19%	0.74%
Max Drawdown	35.51%	61.74%
Sharpe Ratio	1.87	-0.50
5Y Beta	0.78	0.54
P/E Ratio	22.42	N/A
Forward P/E	17.68	N/A
5Y Dividends CAGR	4.94%	50.29%
5Y EPS CAGR	16.38%	N/A
Debt to Equity	77.59%	N/A
P/S Ratio	1.77	N/A
P/B Ratio	4.14	N/A

Net Assets

Winner

ROUS

$639M

SMIN

$639M

Expense Ratio

Winner

ROUS

0.19%

SMIN

0.74%

Max Drawdown

Winner

ROUS

35.51%

SMIN

61.74%

Sharpe Ratio

Winner

ROUS

1.87

SMIN

-0.50

5Y Beta

ROUS

0.78

Winner

SMIN

0.54

P/E Ratio

ROUS

22.42

SMIN

N/A

Forward P/E

ROUS

17.68

SMIN

N/A

5Y Dividends CAGR

ROUS

4.94%

Winner

SMIN

50.29%

5Y EPS CAGR

ROUS

16.38%

SMIN

N/A

Debt to Equity

ROUS

77.59%

SMIN

N/A

P/S Ratio

ROUS

1.77

SMIN

N/A

P/B Ratio

ROUS

4.14

SMIN

N/A

ROUS vs SMIN - Historical Returns

Returns include dividend reinvestment.

Period	ROUS	SMIN
1 month	+3.42%	+4.98%
3 months	+10.88%	+10.92%
6 months	+16.27%	+0.95%
1 year	+28.98%	-5.85%
5 years(CAGR)	+12.86%	+6.99%
10 years(CAGR)	+13.15%	+9.82%
Max(CAGR)	+11.07%	+8.70%

ROUS

+3.42%

Winner

SMIN

+4.98%

ROUS

+10.88%

Winner

SMIN

+10.92%

Winner

ROUS

+16.27%

SMIN

+0.95%

Winner

ROUS

+28.98%

SMIN

-5.85%

5Y(CAGR)

Winner

ROUS

+12.86%

SMIN

+6.99%

10Y(CAGR)

Winner

ROUS

+13.15%

SMIN

+9.82%

Max(CAGR)

Winner

ROUS

+11.07%

SMIN

+8.70%

ROUS vs SMIN - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ROUS	SMIN
2026	+14.57%	-2.37%
2025	+15.43%	-7.27%
2024	+18.00%	+16.26%
2023	+14.99%	+34.13%
2022	-9.33%	-15.79%
2021	+29.26%	+42.02%
2020	+6.33%	+16.25%
2019	+23.32%	-5.00%
2018	-9.89%	-26.02%
2017	+22.59%	+59.40%
2016	+13.65%	+0.34%
2015	-3.15%	-1.49%
2014	N/A	+57.98%
2013	N/A	-15.72%
2012	N/A	+1.32%

ROUS vs SMIN Drawdown Comparison

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

The maximum drawdown for SMIN was -60.49%, occurring on Mar 23, 2020. Recovery took 848 trading sessions.

The current ROUS drawdown is -1.76%. The current SMIN drawdown is -14.45%.

Rank	ROUS	SMIN
#1	-35.51% Feb 14, 2020 - Dec 1, 2020	-60.49% Jan 12, 2018 - May 27, 2021
#2	-21.19% Aug 29, 2018 - Nov 8, 2019	-44.17% Feb 21, 2012 - May 16, 2014
#3	-18.91% Dec 29, 2021 - Dec 1, 2023	-30.86% Apr 10, 2015 - Sep 22, 2016
#4	-16.52% Mar 24, 2015 - Nov 14, 2016	-27.54% Sep 23, 2024 - Mar 30, 2026
#5	-15.81% Nov 26, 2024 - Jun 30, 2025	-24.80% Jan 12, 2022 - Aug 31, 2023
#6	-9.82% Jan 29, 2018 - Aug 20, 2018	-16.80% Oct 24, 2016 - Feb 8, 2017
#7	-5.97% Feb 27, 2026 - Apr 9, 2026	-11.50% Dec 3, 2014 - Jan 16, 2015
#8	-5.40% Mar 28, 2024 - Jun 18, 2024	-10.57% Feb 7, 2024 - Apr 23, 2024
#9	-5.29% Jul 16, 2024 - Aug 19, 2024	-10.37% Oct 18, 2021 - Jan 11, 2022
#10	-5.21% Sep 2, 2021 - Oct 21, 2021	-10.06% Jul 8, 2014 - Sep 5, 2014
#11	-4.77% Nov 16, 2021 - Dec 15, 2021	-9.99% Sep 11, 2014 - Nov 6, 2014
#12	-4.71% Oct 27, 2025 - Nov 28, 2025	-8.88% May 16, 2017 - Jul 14, 2017
#13	-4.18% Feb 12, 2021 - Mar 11, 2021	-8.70% Aug 7, 2017 - Sep 6, 2017
#14	-3.83% Aug 30, 2024 - Sep 19, 2024	-8.59% Sep 19, 2017 - Oct 24, 2017
#15	-3.64% May 7, 2021 - Jun 11, 2021	-7.05% Jun 9, 2014 - Jul 2, 2014

Correlation

Correlation between ROUS and SMIN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2012 - 2026)

ROUS vs SMIN dividend yield comparison.

Year	ROUS	SMIN
2026	0.29%	0.00%
2025	1.52%	2.01%
2024	1.62%	6.84%
2023	1.91%	0.41%
2022	1.88%	0.01%
2021	1.38%	1.27%
2020	2.01%	1.06%
2019	2.12%	1.75%
2018	1.89%	1.68%
2017	1.54%	0.89%
2016	1.97%	2.30%
2015	1.62%	0.93%
2014	0.00%	0.34%
2013	0.00%	0.75%
2012	0.00%	1.08%