Compare · 2 funds side by side · dividends reinvested

ROSC and IWM

ROSCHartford×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,602ROSC · best of the two

02 / 04

ROSC and IWM, 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%$50M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$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 3, 2026 · returns include dividends · since: ROSC 2015 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ROSC

IWM

iShares Russell 2000 ETF · $75.8B$13,064

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

ROSCMeasureIWM

+19.3%Year to dateJan 1 → Nov 3+14.4%

+27.2%1 yearTotal return+14.8%

+19.9%3 years · per year$10,000 became $17,222 · $17,832+21.3%

+9.3%5 years · per year$10,000 became $15,602 · $13,064+5.5%

0.34%Expense ratio$34 · $19 a year on $10k · lower is better0.19%

1.92%Trailing 12-mo yield$192 · $98 a year on $10k0.98%

−7.8%Worst dropSmaller is better−11.1%

13.4%VolatilityLower is calmer18.1%

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

6–2ROSC 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 IWM: Top 5 Holdings

Today

ROSC

5.7%in top 5

IWM

in top 51.9%

ROSCStockIWM

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 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common14.9%

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

ROSC vs IWM Returns, Every Period

HartfordROSC

+9.3%

5 years, per year

IWMiShares

+5.5%

5 years, per year

ROSCIWMFaded: behind in that period

3–1ROSC wins

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

ROSC vs IWM

YTD

HartfordROSC

+19.3%

IWMiShares

+14.4%

+19.3%Year to date+14.4%

−7.8%Worst drop · 1Y−11.1%

13.4%Volatility · 1Y18.1%

1.9%Yield1.0%

$50.3MAssets$75.8B

4–0ROSC wins

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

Cost, Income and Risk

Fees: ROSC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

ROSC0.34%$34

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

Yields: ROSC, IWM

1.92%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.92%$192

IWM0.98%$98

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

Income After Fees on $10,000

$158most kept, ROSC

ROSC$192 − $34 = $158

IWM$98 − $19 = $79

KeptFee

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

Overlap: ROSC, IWM

Today

14.9%most shared, ROSC and IWM

ROSCIWM

ROSC—14.9%

IWM14.9%—

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

Return vs Bumpiness: 2 ETFs

+27.2%ROSC, at 13.4% volatility

ROSCWorst drop−7.8%13.4% vol

IWMWorst drop−11.1%18.1% vol

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

Paid More vs Made More

YTD

ROSCIWM

+19.3%Year to date+14.4%

1.9%Yield1.0%

+27.2%Past year+14.8%

0.34%Fee0.19%

3–1ROSC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026