ROUS vs TAFM

Comparison between HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF) and AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF (TAFM, ETF).

ROUS vs TAFM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROUS(ETF)	TAFM(ETF)
Net Assets	$706M	$701M
Expense Ratio	0.19%	0.28%
Max Drawdown	35.51%	6.06%
Sharpe Ratio	1.70	0.49
5Y Beta	0.77	0.01
P/E Ratio	21.77	N/A
Forward P/E	17.05	N/A
5Y Dividends CAGR	5.61%	N/A
5Y EPS CAGR	15.87%	N/A
Debt to Equity	125.28%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	4.00	N/A

Net Assets

Winner

ROUS

$706M

TAFM

$701M

Expense Ratio

Winner

ROUS

0.19%

TAFM

0.28%

Max Drawdown

ROUS

35.51%

Winner

TAFM

6.06%

Sharpe Ratio

Winner

ROUS

1.70

TAFM

0.49

5Y Beta

ROUS

0.77

Winner

TAFM

0.01

P/E Ratio

ROUS

21.77

TAFM

N/A

Forward P/E

ROUS

17.05

TAFM

N/A

5Y Dividends CAGR

ROUS

5.61%

TAFM

N/A

5Y EPS CAGR

ROUS

15.87%

TAFM

N/A

Debt to Equity

ROUS

125.28%

TAFM

N/A

P/S Ratio

ROUS

1.59

TAFM

N/A

P/B Ratio

ROUS

4.00

TAFM

N/A

ROUS vs TAFM - Historical Returns

Returns include dividend reinvestment.

Period	ROUS	TAFM
1 month	+2.75%	+0.15%
3 months	+3.76%	+0.18%
6 months	+11.92%	-1.18%
1 year	+24.46%	+5.14%
5 years(CAGR)	+12.24%	N/A
10 years(CAGR)	+12.79%	N/A
Max(CAGR)	+11.13%	+3.38%

Winner

ROUS

+2.75%

TAFM

+0.15%

Winner

ROUS

+3.76%

TAFM

+0.18%

Winner

ROUS

+11.92%

TAFM

-1.18%

Winner

ROUS

+24.46%

TAFM

+5.14%

5Y(CAGR)

ROUS

+12.24%

TAFM

N/A

10Y(CAGR)

ROUS

+12.79%

TAFM

N/A

Max(CAGR)

Winner

ROUS

+11.13%

TAFM

+3.38%

ROUS vs TAFM - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	ROUS	TAFM
2026	+17.67%	+0.71%
2025	+15.43%	+4.26%
2024	+18.00%	+2.74%
2023	+14.99%	+1.51%
2022	-9.33%	N/A
2021	+29.26%	N/A
2020	+6.33%	N/A
2019	+23.32%	N/A
2018	-9.89%	N/A
2017	+22.59%	N/A
2016	+13.65%	N/A
2015	-3.15%	N/A

ROUS vs TAFM Drawdown Comparison

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

The maximum drawdown for TAFM was -4.74%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.

The current ROUS drawdown is -1.58%. The current TAFM drawdown is -1.71%.

Rank	ROUS	TAFM
#1	-35.51% Feb 14, 2020 - Dec 1, 2020	-4.74% Feb 28, 2025 - Sep 8, 2025
#2	-21.19% Aug 29, 2018 - Nov 8, 2019	-2.73% Dec 6, 2024 - Feb 28, 2025
#3	-18.91% Dec 29, 2021 - Dec 1, 2023	-2.69% Feb 27, 2026 - Jun 25, 2026
#4	-16.52% Mar 24, 2015 - Nov 14, 2016	-2.50% Oct 2, 2024 - Dec 3, 2024
#5	-15.81% Nov 26, 2024 - Jun 30, 2025	-1.85% Jul 6, 2026 - Jul 24, 2026
#6	-9.82% Jan 29, 2018 - Aug 20, 2018	-1.60% Feb 1, 2024 - May 15, 2024
#7	-5.97% Feb 27, 2026 - Apr 9, 2026	-1.28% May 15, 2024 - Jun 6, 2024
#8	-5.40% Mar 28, 2024 - Jun 18, 2024	-1.19% Dec 27, 2023 - Jan 31, 2024
#9	-5.29% Jul 16, 2024 - Aug 19, 2024	-0.85% Jun 14, 2024 - Jul 9, 2024
#10	-5.21% Sep 2, 2021 - Oct 21, 2021	-0.74% Dec 1, 2025 - Jan 5, 2026
#11	-4.77% Nov 16, 2021 - Dec 15, 2021	-0.66% Nov 11, 2025 - Dec 1, 2025
#12	-4.71% Oct 27, 2025 - Nov 28, 2025	-0.57% Aug 5, 2024 - Sep 3, 2024
#13	-4.18% Feb 12, 2021 - Mar 11, 2021	-0.53% Jun 6, 2024 - Jun 12, 2024
#14	-3.83% Aug 30, 2024 - Sep 19, 2024	-0.48% Oct 27, 2025 - Nov 11, 2025
#15	-3.64% May 7, 2021 - Jun 11, 2021	-0.47% Sep 17, 2025 - Oct 3, 2025

Correlation

Correlation between ROUS and TAFM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2015 - 2026)

ROUS vs TAFM dividend yield comparison.

Year	ROUS	TAFM
2026	0.57%	2.13%
2025	1.52%	3.51%
2024	1.62%	3.35%
2023	1.91%	0.18%
2022	1.88%	0.00%
2021	1.38%	0.00%
2020	2.01%	0.00%
2019	2.12%	0.00%
2018	1.89%	0.00%
2017	1.54%	0.00%
2016	1.97%	0.00%
2015	1.62%	0.00%