ROUS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricROUSVXUSWinner
Expense Ratio0.19%0.05%
AUM$695M$156.5B
Dividend Yield1.31%2.60%
Holdings3238,747
YTD Return+17.40%+13.40%
1Y Return+27.32%+27.42%
3Y Return (annualized)+18.95%+18.54%
5Y Return (annualized)+12.22%+9.05%
Volatility (annualized)14.6%15.1%
Max Drawdown-35.5%-39.9%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 25, 2015Jan 26, 2011

ROUS vs VXUS Performance

Hartford Multifactor US Equity ETF (ROUS) is a ETF from Hartford Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ROUS returned +27.32% while VXUS returned +27.42%. Year to date, ROUS is up 17.40% versus a gain of 13.40% for VXUS.

Over three years, ROUS compounded at +18.95% per year against +18.54% for VXUS; over five years the annualized figures are +12.22% and +9.05% respectively. Across the full 11-year window we track, ROUS has the edge at +9.98% annualized vs +4.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ROUS charges 0.19% per year while VXUS charges 0.05%. On a $10,000 position that is $19 vs $5 annually, a gap of $14 per year that compounds over a long holding period. On income, ROUS currently yields 1.31% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

ROUS and VXUS share 1 holdings out of 8182 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ROUSWeight in VXUSDifference
KR0.48%0.00%0.48%

Frequently Asked Questions

Which is cheaper, ROUS or VXUS?

ROUS has an expense ratio of 0.19% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, ROUS or VXUS?

Over the past year ROUS returned +27.32% vs +27.42% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), ROUS annualized +9.98% vs +4.79% for VXUS. Past performance does not guarantee future results.

Which is riskier, ROUS or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 14.6% for ROUS. Worst drawdown: ROUS -35.5% vs VXUS -39.9%.

Should I hold both ROUS and VXUS?

ROUS and VXUS have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ROUS and VXUS?

ROUS and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8182 unique securities.

Which pays a higher dividend, ROUS or VXUS?

ROUS yields 1.31% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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