Compare · 2 funds side by side · dividends reinvested

ROSC and SPYM

ROSCHartford×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

ROSC and SPYM, 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%$50M1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ROSC 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Small Cap ETF · $50M$16,250

ROSC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

ROSCMeasureSPYM

+21.9%Year to dateJan 1 → Nov 4+13.4%

+29.4%1 yearTotal return+13.5%

+20.4%3 years · per year$10,000 became $17,432 · $19,186+24.3%

+10.2%5 years · per year$10,000 became $16,250 · $18,126+12.6%

0.34%Expense ratio$34 · $2 a year on $10k · lower is better0.02%

1.88%Trailing 12-mo yield$188 · $101 a year on $10k1.01%

−7.8%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.8%

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

4–4Level

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 SPYM: Top 5 Holdings

Today

ROSC

5.7%in top 5

SPYM

in top 527.3%

ROSCStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

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

Held in common0.0%

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

ROSC vs SPYM Returns, Every Period

HartfordROSC

+10.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ROSCSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: ROSC vs SPYM

YTD

HartfordROSC

+21.9%

SPYMSPDR

+13.4%

+21.9%Year to date+13.4%

−7.8%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.8%

1.9%Yield1.0%

$49.8MAssets$182B

3–1ROSC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROSC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ROSC0.34%$34

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

Yields: ROSC, SPYM

1.88%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.88%$188

SPYM1.01%$101

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

Income After Fees on $10,000

$154most kept, ROSC

ROSC$188 − $34 = $154

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ROSC, SPYM

Today

0.0%most shared, ROSC and SPYM

ROSCSPYM

ROSC—0.0%

SPYM0.0%—

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

SPYMWorst drop−8.9%12.8% vol

ROSCWorst drop−7.8%13.6% vol

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

Paid More vs Made More

YTD

ROSCSPYM

+21.9%Year to date+13.4%

1.9%Yield1.0%

+29.4%Past year+13.5%

0.34%Fee0.02%

3–1ROSC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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