Compare · 3 funds side by side · dividends reinvested

ROSC, DFAS and VUG

ROSCHartford×DFASDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

ROSC, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.96%+16.7%+22.3%+18.2%+8.9%−7.8%14.0%$51M1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROSC 2015 · DFAS 1992 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Small Cap ETF · $51M$15,317

ROSC

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

ROSCMeasureVUG

+16.7%Year to dateJan 1 → Nov 6+1.4%

+22.3%1 yearTotal return+0.2%

+18.2%3 years · per year$10,000 became $16,503 · $18,415+22.6%

+8.9%5 years · per year$10,000 became $15,317 · $16,124+10.0%

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

1.96%Trailing 12-mo yield$196 · $42 a year on $10k0.42%

−7.8%Worst dropSmaller is better−15.1%

14.0%VolatilityLower is calmer19.0%

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

5–3ROSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROSC vs VUG: Top 5 Holdings

Today

ROSC

5.7%in top 5

VUG

in top 545.2%

ROSCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.2%MDnot top 5

1.2%HAEnot top 5

1.2%OSPNnot top 5

1.1%INDVnot top 5

1.0%IDTnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ROSC vs VUG Returns, Every Period

HartfordROSC

+8.9%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

ROSCVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ROSC vs DFAS

YTD

HartfordROSC

+16.7%

DFASDimensional

+12.7%

+16.7%Year to date+12.7%

−7.8%Worst drop · 1Y−9.4%

14.0%Volatility · 1Y15.7%

2.0%Yield1.0%

$50.9MAssets$33.8B

4–0ROSC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROSC, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

ROSC0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROSC, DFAS, VUG

1.96%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.96%$196

DFAS1.03%$103

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$162most kept, ROSC

ROSC$196 − $34 = $162

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROSC, DFAS, VUG

Today

11.8%most shared, ROSC and DFAS

ROSCDFASVUG

ROSC—11.8%0.0%

DFAS11.8%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.3%ROSC, at 14.0% volatility

ROSCWorst drop−7.8%14.0% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ROSCDFAS

+16.7%Year to date+12.7%

2.0%Yield1.0%

+22.3%Past year+15.9%

0.34%Fee0.30%

3–1ROSC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026