Compare · 2 funds side by side · dividends reinvested

ROSC and VO

ROSCHartford×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,317ROSC · best of the two

02 / 04

ROSC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.96%+16.7%+22.3%+18.2%+8.9%−7.8%14.0%$49M1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROSC 2015 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Small Cap ETF · $49M$15,317

ROSC

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

ROSCMeasureVO

+16.7%Year to dateJan 1 → Nov 6+10.6%

+22.3%1 yearTotal return+11.6%

+18.2%3 years · per year$10,000 became $16,503 · $16,701+18.6%

+8.9%5 years · per year$10,000 became $15,317 · $13,590+6.3%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

1.96%Trailing 12-mo yield$196 · $139 a year on $10k1.39%

−7.8%Worst dropSmaller is better−8.2%

14.0%VolatilityLower is calmer12.9%

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

5–3ROSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROSC vs VO: Top 5 Holdings

Today

ROSC

5.7%in top 5

in top 55.3%

ROSCStockVO

1.2%MDnot top 5

1.2%HAEnot top 5

1.2%OSPNnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.1%INDVnot top 5

1.0%IDTnot top 5

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ROSC vs VO Returns, Every Period

HartfordROSC

+8.9%

5 years, per year

VOVanguard

+6.3%

5 years, per year

ROSCVOFaded: behind in that period

3–1ROSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ROSC vs VO

YTD

HartfordROSC

+16.7%

VOVanguard

+10.6%

+16.7%Year to date+10.6%

−7.8%Worst drop · 1Y−8.2%

14.0%Volatility · 1Y12.9%

2.0%Yield1.4%

$49.0MAssets$103B

3–1ROSC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROSC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ROSC0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROSC, VO

1.96%highest, ROSC

FundTrailing yieldYield$10k

ROSC1.96%$196

VO1.39%$139

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$162most kept, ROSC

ROSC$196 − $34 = $162

VO$139 − $3 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROSC, VO

Today

0.0%most shared, ROSC and VO

ROSCVO

ROSC—0.0%

VO0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%ROSC, at 14.0% volatility

VOWorst drop−8.2%12.9% vol

ROSCWorst drop−7.8%14.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ROSCVO

+16.7%Year to date+10.6%

2.0%Yield1.4%

+22.3%Past year+11.6%

0.34%Fee0.03%

3–1ROSC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026