Compare · 3 funds side by side · dividends reinvested

ROSC, DFAS and VTV

ROSCHartford×DFASDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

ROSC, DFAS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.88%+21.9%+29.4%+20.4%+10.2%−7.8%13.6%$50M1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.9

Rank among the three1st → 3rdFee, 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: ROSC 2015 · DFAS 1992 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ROSC

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

ROSCMeasureDFAS

+21.9%Year to dateJan 1 → Nov 4+17.0%

+29.4%1 yearTotal return+20.4%

+20.4%3 years · per year$10,000 became $17,432 · $16,976+19.3%

+10.2%5 years · per year$10,000 became $16,250 · $14,758+8.1%

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

1.88%Trailing 12-mo yield$188 · $100 a year on $10k1.00%

−7.8%Worst dropSmaller is better−9.4%

13.6%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 4, 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

1.3%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 5AIT0.3%

Held in common11.6%

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

ROSC vs DFAS Returns, Every Period

HartfordROSC

+10.2%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

ROSCDFASFaded: behind in that period

4–0ROSC wins

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

ROSC vs VTV

YTD

HartfordROSC

+21.9%

VTVVanguard

+22.8%

+21.9%Year to date+22.8%

−7.8%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.2%

1.9%Yield1.8%

$49.8MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: ROSC, DFAS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAS0.30%$30

ROSC0.34%$34

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

Yields: ROSC, DFAS, VTV

1.88%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.88%$188

VTV1.80%$180

DFAS1.00%$100

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

ROSC$188 − $34 = $154

DFAS$100 − $30 = $70

KeptFee

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

Overlap: ROSC, DFAS, VTV

Today

11.6%most shared, ROSC and DFAS

ROSCDFASVTV

ROSC—11.6%0.0%

DFAS11.6%—0.1%

VTV0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+29.4%ROSC, at 13.6% volatility

VTVWorst drop−6.4%10.2% vol

ROSCWorst drop−7.8%13.6% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

ROSCVTV

+21.9%Year to date+22.8%

1.9%Yield1.8%

+29.4%Past year+27.5%

0.34%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026