Compare · 2 funds side by side · dividends reinvested

IWM and ROSC

IWMiShares×ROSCHartford×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,250ROSC · best of the two

02 / 04

IWM and ROSC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.88%+21.9%+29.4%+20.4%+10.2%−7.8%13.6%$50M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · ROSC 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,509

IWM

ROSC

Hartford Multifactor Small Cap ETF · $50M$16,250

$10,000 five years ago, dividends reinvested · they hold 14.9% in common

IWMMeasureROSC

+16.2%Year to dateJan 1 → Nov 4+21.9%

+16.9%1 yearTotal return+29.4%

+21.6%3 years · per year$10,000 became $18,002 · $17,432+20.4%

+6.2%5 years · per year$10,000 became $13,509 · $16,250+10.2%

0.19%Expense ratio$19 · $34 a year on $10k · lower is better0.34%

0.96%Trailing 12-mo yield$96 · $188 a year on $10k1.88%

−11.1%Worst dropSmaller is better−7.8%

18.2%VolatilityLower is calmer13.6%

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

2–6ROSC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs ROSC: Top 5 Holdings

Today

IWM

1.9%in top 5

ROSC

in top 55.7%

IWMStockROSC

not top 5OSPN1.3%

not top 5HAE1.1%

not top 5MD1.1%

not top 5INDV1.1%

not top 5TDC1.0%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common14.9%

End-of-day Nov 4, 2026 · share of each fund

IWM vs ROSC Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

ROSCHartford

+10.2%

5 years, per year

IWMROSCFaded: behind in that period

1–3ROSC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs ROSC

YTD

iSharesIWM

+16.2%

ROSCHartford

+21.9%

+16.2%Year to date+21.9%

−11.1%Worst drop · 1Y−7.8%

18.2%Volatility · 1Y13.6%

1.0%Yield1.9%

$75.8BAssets$50.3M

4–0ROSC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, ROSC

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

ROSC0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, ROSC

1.88%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.88%$188

IWM0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, ROSC

ROSC$188 − $34 = $154

IWM$96 − $19 = $77

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, ROSC

Today

14.9%most shared, IWM and ROSC

IWMROSC

IWM—14.9%

ROSC14.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.4%ROSC, at 13.6% volatility

ROSCWorst drop−7.8%13.6% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ROSCIWM

+21.9%Year to date+16.2%

1.9%Yield1.0%

+29.4%Past year+16.9%

0.34%Fee0.19%

3–1ROSC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026