Compare · 3 funds side by side · dividends reinvested

ROSC, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

ROSC, IJR and VOO, 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%$50M1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.3%+21.3%+19.0%+6.1%−9.7%15.8%$106B2.5

Rank among the three1st → 3rdFee, 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 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Small Cap ETF · $50M$15,602

ROSC

IJR

iShares Core S&P Small-Cap ETF · $106B$13,468

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

ROSCMeasureIJR

+19.3%Year to dateJan 1 → Nov 3+18.3%

+27.2%1 yearTotal return+21.3%

+19.9%3 years · per year$10,000 became $17,222 · $16,862+19.0%

+9.3%5 years · per year$10,000 became $15,602 · $13,468+6.1%

0.34%Expense ratio$34 · $6 a year on $10k · lower is better0.06%

1.92%Trailing 12-mo yield$192 · $121 a year on $10k1.21%

−7.8%Worst dropSmaller is better−9.7%

13.4%VolatilityLower is calmer15.8%

ROSCIJR 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 IJR: Top 5 Holdings

Today

ROSC

5.7%in top 5

IJR

in top 53.1%

ROSCStockIJR

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 5GKOS0.8%

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5SM0.5%

not top 5MTCH0.5%

Held in common18.5%

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

ROSC vs IJR Returns, Every Period

HartfordROSC

+9.3%

5 years, per year

IJRiShares

+6.1%

5 years, per year

ROSCIJRFaded: behind in that period

4–0ROSC wins

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

ROSC vs IJR

YTD

HartfordROSC

+19.3%

IJRiShares

+18.3%

+19.3%Year to date+18.3%

−7.8%Worst drop · 1Y−9.7%

13.4%Volatility · 1Y15.8%

1.9%Yield1.2%

$50.3MAssets$106B

4–0ROSC wins

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

Cost, Income and Risk

Fees: ROSC, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

ROSC0.34%$34

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

Yields: ROSC, IJR, VOO

1.92%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.92%$192

IJR1.21%$121

VOO1.07%$107

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

Income After Fees on $10,000

$158most kept, ROSC

ROSC$192 − $34 = $158

IJR$121 − $6 = $115

VOO$107 − $3 = $104

KeptFee

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

Overlap: ROSC, IJR, VOO

Today

18.5%most shared, ROSC and IJR

ROSCIJRVOO

ROSC—18.5%0.0%

IJR18.5%—0.0%

VOO0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.2%ROSC, at 13.4% volatility

VOOWorst drop−8.9%12.7% vol

ROSCWorst drop−7.8%13.4% vol

IJRWorst drop−9.7%15.8% vol

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

Paid More vs Made More

YTD

ROSCIJR

+19.3%Year to date+18.3%

1.9%Yield1.2%

+27.2%Past year+21.3%

0.34%Fee0.06%

3–1ROSC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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