Compare · 2 funds side by side · dividends reinvested

ROSC and SPY

ROSCHartford×SPYSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,337SPY · best of the two

Story of the two · IncomeMost incomeROSC · 1.93% · $193 a year on $10k

Story of the two · RiskSmallest drop

ROSC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.93%+18.9%+23.2%+18.3%+8.3%−7.8%14.1%$50M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: ROSC 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hartford Multifactor Small Cap ETF · $50M$14,865

ROSC

SPY

State Street SPDR S&P 500 ETF · $793B$17,337

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

ROSCMeasureSPY

+18.9%

More Ways to See the Pairs

ROSC vs SPY: Top 5 Holdings

Today

ROSC

5.7%in top 5

SPY

in top 526.8%

ROSCStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: ROSC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ROSC0.34%$34

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ROSC, SPY

1Y

1.93%highest, ROSC

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.9%

+23.2%1 yearTotal return+12.0%

+18.3%3 years · per year$10,000 became $16,536 · $17,968+21.6%

+8.3%5 years · per year$10,000 became $14,865 · $17,337+11.6%

0.34%Expense ratio$34 · $9 a year on $10k · lower is better0.09%

1.93%Trailing 12-mo yield$193 · $100 a year on $10k1.00%

−7.8%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%OSPNnot top 5

1.2%MDnot top 5

1.2%INDVnot top 5

1.1%HAEnot top 5

1.1%IBEXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

ROSC vs SPY Returns, Every Period

5Y

HartfordROSC

+8.3%

5 years, per year

SPYSPDR

+11.6%

5 years, per year

ROSCSPYFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ROSC vs SPY

YTD

HartfordROSC

+18.9%

SPYSPDR

+11.9%

+18.9%Year to date+11.9%

−7.8%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.7%

1.9%Yield1.0%

$49.8MAssets$793B

3–1ROSC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

ROSC1.93%$193

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$159most kept, ROSC

ROSC$193 − $34 = $159

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ROSC, SPY

Today

0.0%most shared, ROSC and SPY

ROSCSPY

ROSC—0.0%

SPY0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.2%ROSC, at 14.1% volatility

SPYWorst drop−8.9%13.7% vol

ROSCWorst drop−7.8%14.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

ROSCSPY

+18.9%Year to date+11.9%

1.9%Yield1.0%

+23.2%Past year+12.0%

0.34%Fee0.09%

3–1ROSC wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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ROSC and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two