Compare · 2 funds side by side · dividends reinvested

ROSC and DFAS

ROSCHartford×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,602ROSC · best of the two

02 / 04

ROSC and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.92%+19.3%+27.2%+19.9%+9.3%−7.8%13.4%$50M1.1

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ROSC 2015 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Small Cap ETF · $50M$17,222

ROSC

DFAS

Dimensional - US Small Cap ETF · $34.7B$16,881

$10,000 three years ago, dividends reinvested · they hold 11.8% in common

ROSCMeasureDFAS

+19.3%Year to dateJan 1 → Nov 3+15.7%

+27.2%1 yearTotal return+19.0%

+19.9%3 years · per year$10,000 became $17,222 · $16,881+19.1%

+9.3%5 years · per year$10,000 became $15,602 · $14,320+7.4%

0.34%Expense ratio$34 · $30 a year on $10k · lower is better0.30%

1.92%Trailing 12-mo yield$192 · $101 a year on $10k1.01%

−7.8%Worst dropSmaller is better−9.4%

13.4%VolatilityLower is calmer15.3%

ROSCDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1ROSC wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROSC vs DFAS: Top 5 Holdings

Today

ROSC

5.7%in top 5

DFAS

in top 51.4%

ROSCStockDFAS

1.4%OSPNnot top 5

1.1%HAEnot top 5

1.1%MDnot top 5

1.1%INDVnot top 5

1.0%TDCnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5RRC0.3%

Held in common11.8%

End-of-day Nov 3, 2026 · share of each fund

ROSC vs DFAS Returns, Every Period

HartfordROSC

+9.3%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

ROSCDFASFaded: behind in that period

4–0ROSC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ROSC vs DFAS

YTD

HartfordROSC

+19.3%

DFASDimensional

+15.7%

+19.3%Year to date+15.7%

−7.8%Worst drop · 1Y−9.4%

13.4%Volatility · 1Y15.3%

1.9%Yield1.0%

$50.3MAssets$34.7B

4–0ROSC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROSC, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

ROSC0.34%$34

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ROSC, DFAS

1.92%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.92%$192

DFAS1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$158most kept, ROSC

ROSC$192 − $34 = $158

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ROSC, DFAS

Today

11.8%most shared, ROSC and DFAS

ROSCDFAS

ROSC—11.8%

DFAS11.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.2%ROSC, at 13.4% volatility

ROSCWorst drop−7.8%13.4% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ROSCDFAS

+19.3%Year to date+15.7%

1.9%Yield1.0%

+27.2%Past year+19.0%

0.34%Fee0.30%

3–1ROSC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026