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$16,250ROSC · 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%1.88%+21.9%+29.4%+20.4%+10.2%−7.8%13.6%$50M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 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$16,250

ROSC

IWM

iShares Russell 2000 ETF · $77.4B$13,509

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

ROSCMeasureIWM

+21.9%Year to dateJan 1 → Nov 4+16.2%

+29.4%1 yearTotal return+16.9%

+20.4%3 years · per year$10,000 became $17,432 · $18,002+21.6%

+10.2%5 years · per year$10,000 became $16,250 · $13,509+6.2%

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

1.88%Trailing 12-mo yield$188 · $96 a year on $10k0.96%

−7.8%Worst dropSmaller is better−11.1%

13.6%VolatilityLower is calmer18.2%

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

6–2ROSC 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 IWM: Top 5 Holdings

Today

ROSC

5.7%in top 5

IWM

in top 51.9%

ROSCStockIWM

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 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common14.9%

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

ROSC vs IWM Returns, Every Period

HartfordROSC

+10.2%

5 years, per year

IWMiShares

+6.2%

5 years, per year

ROSCIWMFaded: behind in that period

3–1ROSC wins

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

ROSC vs IWM

YTD

HartfordROSC

+21.9%

IWMiShares

+16.2%

+21.9%Year to date+16.2%

−7.8%Worst drop · 1Y−11.1%

13.6%Volatility · 1Y18.2%

1.9%Yield1.0%

$49.8MAssets$77.4B

4–0ROSC wins

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

Yields: ROSC, IWM

1.88%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.88%$188

IWM0.96%$96

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

Income After Fees on $10,000

$154most kept, ROSC

ROSC$188 − $34 = $154

IWM$96 − $19 = $77

KeptFee

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

Return vs Bumpiness: 2 ETFs

+29.4%ROSC, at 13.6% volatility

ROSCWorst drop−7.8%13.6% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

ROSCIWM

+21.9%Year to date+16.2%

1.9%Yield1.0%

+29.4%Past year+16.9%

0.34%Fee0.19%

3–1ROSC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

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