ROUS vs VTI

Quick Verdict

VTI has a lower expense ratio. ROUS delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: ROUSMore Diversified: VTI

Side-by-Side Comparison

MetricROUSVTIWinner
Expense Ratio0.19%0.03%
AUM$695M$663.5B
Dividend Yield1.31%1.07%
Holdings3233,543
YTD Return+17.74%+13.57%
1Y Return+28.33%+24.23%
3Y Return (annualized)+19.09%+20.73%
5Y Return (annualized)+12.35%+12.24%
Volatility (annualized)14.6%15.3%
Max Drawdown-35.5%-56.6%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 25, 2015May 24, 2001

ROUS vs VTI Performance

Hartford Multifactor US Equity ETF (ROUS) is a ETF from Hartford Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year ROUS returned +28.33% while VTI returned +24.23%. Year to date, ROUS is up 17.74% versus a gain of 13.57% for VTI.

Over three years, ROUS compounded at +19.09% per year against +20.73% for VTI; over five years the annualized figures are +12.35% and +12.24% respectively. Across the full 11-year window we track, ROUS has the edge at +10.01% annualized vs +8.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.6% for ROUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -35.5% for ROUS and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ROUS charges 0.19% per year while VTI charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, ROUS currently yields 1.31% against 1.07% for VTI.

Holdings Overlap

31.3%overlap

ROUS and VTI share 282 holdings out of 2823 unique holdings combined, representing a 31.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ROUSWeight in VTIDifference
NVDA0.65%6.32%5.67%
AAPL1.07%5.84%4.77%
MSFT0.73%3.81%3.08%
GOOGLProProPro
AMZNProProPro
AVGOProProPro
MUProProPro
METAProProPro
CSCOProProPro
AMATProProPro
See all 10 holdings ROUS shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ROUS or VTI?

ROUS has an expense ratio of 0.19% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, ROUS or VTI?

Over the past year ROUS returned +28.33% vs +24.23% for VTI, so ROUS leads on 1-year performance. Over the longest common window we track (11 years), ROUS annualized +10.01% vs +8.12% for VTI. Past performance does not guarantee future results.

Which is riskier, ROUS or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.6% for ROUS. Worst drawdown: ROUS -35.5% vs VTI -56.6%.

Should I hold both ROUS and VTI?

ROUS and VTI have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between ROUS and VTI?

ROUS and VTI share 282 common holdings with a 31.3% weight overlap. Combined, they hold 2823 unique securities.

Which pays a higher dividend, ROUS or VTI?

ROUS yields 1.31% while VTI yields 1.07%, so ROUS currently pays the higher dividend yield.

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