Compare · 2 funds side by side · dividends reinvested

ROUS and USMV

ROUSHartford×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,015ROUS · best of the two

02 / 04

ROUS and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor US Equity ETFUS Stock Styles · Factor0.19%1.29%+20.3%+21.5%+22.7%+12.5%−6.0%11.4%$778M1.4

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: ROUS 2015 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor US Equity ETF · $778M$18,015

ROUS

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 43.0% in common

ROUSMeasureUSMV

+20.3%Year to dateJan 1 → Nov 4+12.1%

+21.5%1 yearTotal return+14.3%

+22.7%3 years · per year$10,000 became $18,455 · $15,388+15.5%

+12.5%5 years · per year$10,000 became $18,015 · $14,754+8.1%

0.19%Expense ratio$19 · $15 a year on $10k · lower is better0.15%

1.29%Trailing 12-mo yield$129 · $135 a year on $10k1.35%

−6.0%Worst dropSmaller is better−6.5%

11.4%VolatilityLower is calmer8.7%

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

5–3ROUS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROUS vs USMV: Top 5 Holdings

Today

ROUS

5.7%in top 5

USMV

in top 57.8%

ROUSStockUSMV

not top 5APH1.6%

1.2%MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

1.4%AAPLnot top 5

1.1%CSCOnot top 5

1.1%NVDAnot top 5

1.0%TXNnot top 5

Held in common43.0%

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

ROUS vs USMV Returns, Every Period

HartfordROUS

+12.5%

5 years, per year

USMViShares

+8.1%

5 years, per year

ROUSUSMVFaded: behind in that period

4–0ROUS wins

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

ROUS vs USMV

YTD

HartfordROUS

+20.3%

USMViShares

+12.1%

+20.3%Year to date+12.1%

−6.0%Worst drop · 1Y−6.5%

11.4%Volatility · 1Y8.7%

1.3%Yield1.3%

$778MAssets$24.1B

2–1ROUS wins

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

Cost, Income and Risk

Fees: ROUS, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

ROUS0.19%$19

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

Yields: ROUS, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

ROUS1.29%$129

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

ROUS$129 − $19 = $110

KeptFee

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

Overlap: ROUS, USMV

Today

43.0%most shared, ROUS and USMV

ROUSUSMV

ROUS—43.0%

USMV43.0%—

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

Return vs Bumpiness: 2 ETFs

+21.5%ROUS, at 11.4% volatility

USMVWorst drop−6.5%8.7% vol

ROUSWorst drop−6.0%11.4% vol

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

Paid More vs Made More

YTD

USMVROUS

+12.1%Year to date+20.3%

1.3%Yield1.3%

+14.3%Past year+21.5%

0.15%Fee0.19%

2–1ROUS 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