Compare · 2 funds side by side · dividends reinvested

ROSC and VBR

ROSCHartford×VBRVanguard×

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 VBR, 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

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.8

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ROSC

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

ROSCMeasureVBR

+21.9%Year to dateJan 1 → Nov 4+19.4%

+29.4%1 yearTotal return+23.4%

+20.4%3 years · per year$10,000 became $17,432 · $17,630+20.8%

+10.2%5 years · per year$10,000 became $16,250 · $15,849+9.6%

0.34%Expense ratio$34 · $5 a year on $10k · lower is better0.05%

1.88%Trailing 12-mo yield$188 · $177 a year on $10k1.77%

−7.8%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.9%

ROSCVBR 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 VBR: Top 5 Holdings

Today

ROSC

5.7%in top 5

VBR

in top 53.3%

ROSCStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common7.7%

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

ROSC vs VBR Returns, Every Period

HartfordROSC

+10.2%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

ROSCVBRFaded: behind in that period

3–1ROSC wins

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

ROSC vs VBR

YTD

HartfordROSC

+21.9%

VBRVanguard

+19.4%

+21.9%Year to date+19.4%

−7.8%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.9%

1.9%Yield1.8%

$50.3MAssets$35.1B

4–0ROSC wins

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

Cost, Income and Risk

Fees: ROSC, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

ROSC0.34%$34

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

Yields: ROSC, VBR

1.88%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.88%$188

VBR1.77%$177

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

ROSC$188 − $34 = $154

KeptFee

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

Overlap: ROSC, VBR

Today

7.7%most shared, ROSC and VBR

ROSCVBR

ROSC—7.7%

VBR7.7%—

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

VBRWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

ROSCVBR

+21.9%Year to date+19.4%

1.9%Yield1.8%

+29.4%Past year+23.4%

0.34%Fee0.05%

3–1ROSC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026