Compare · 3 funds side by side · dividends reinvested

ROSC, DFAS and VO

ROSCHartford×DFASDimensional×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,865ROSC · best of the three

Story of the three · IncomeMost incomeROSC · 1.93% · $193 a year on $10k

Story of the three · RiskSmallest drop

ROSC, DFAS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.93%+18.9%+23.2%+18.3%+8.3%−7.8%14.1%$50M1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: ROSC 2015 · DFAS 1992 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hartford Multifactor Small Cap ETF · $50M$14,865

ROSC

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ROSCMeasure

More Ways to See the Pairs

ROSC vs VO: Top 5 Holdings

Today

ROSC

5.7%in top 5

VO

in top 55.3%

ROSCStockVO

1.2%OSPNnot top 5

1.2%MDnot top 5

1.2%INDVnot top 5

1.1%HAEnot top 5

not top 5NET1.1%

Cost, Income and Risk

Fees: ROSC, DFAS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

ROSC0.34%$34

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ROSC, DFAS, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

VO

+18.9%Year to dateJan 1 → Nov 12+14.0%

+23.2%1 yearTotal return+13.7%

+18.3%3 years · per year$10,000 became $16,536 · $16,605+18.4%

+8.3%5 years · per year$10,000 became $14,865 · $13,809+6.7%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

1.93%Trailing 12-mo yield$193 · $135 a year on $10k1.35%

−7.8%Worst dropSmaller is better−8.2%

14.1%VolatilityLower is calmer13.2%

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

5–3ROSC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VLO1.1%

not top 5MPC1.1%

1.1%IBEXnot top 5

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

ROSC vs VO Returns, Every Period

5Y

HartfordROSC

+8.3%

5 years, per year

VOVanguard

+6.7%

5 years, per year

ROSCVOFaded: behind in that period

3–1ROSC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ROSC vs VO

YTD

HartfordROSC

+18.9%

VOVanguard

+14.0%

+18.9%Year to date+14.0%

−7.8%Worst drop · 1Y−8.2%

14.1%Volatility · 1Y13.2%

1.9%Yield1.3%

$50.0MAssets$103B

3–1ROSC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.93%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.93%$193

VO1.35%$135

DFAS1.01%$101

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

Income After Fees on $10,000

1Y

$159most kept, ROSC

ROSC$193 − $34 = $159

VO$135 − $3 = $132

DFAS$101 − $30 = $71

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ROSC, DFAS, VO

Today

11.6%most shared, ROSC and DFAS

ROSCDFASVO

ROSC—11.6%0.0%

DFAS11.6%—0.1%

VO0.0%0.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.2%ROSC, at 14.1% volatility

VOWorst drop−8.2%13.2% vol

ROSCWorst drop−7.8%14.1% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ROSCDFAS

+18.9%Year to date+15.2%

1.9%Yield1.0%

+23.2%Past year+17.7%

0.34%Fee0.30%

3–1ROSC wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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ROSC, DFAS and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three