DFAS vs ROSC

ADFAS

BROSC

Measures won1–5ROSC wins · of 6 · 5Y

$10,000 · 5Y$16,250ROSC · DFAS $14,758

Lowest cost0.30%DFAS · $30 on $10k

Most income1.88%ROSC · $188 on $10k

Smallest drop−7.8%ROSC · worst fall in 1Y

Held in common11.6%DFAS and ROSC

DFAS

ROSC

Dimensional - US Small Cap ETF · $35.2BHartford Multifactor Small Cap ETF · $50M

+19.3%3 years · per year$16,976 · $17,432+20.4%

+8.1%5 years · per year$14,758 · $16,250+10.2%

0.30%Expense ratio$30 · $34 on $10k · lower wins0.34%

1.00%12-mo yield$100 · $188 on $10k1.88%

−9.4%Worst dropSmaller wins−7.8%

15.3%VolatilityLower wins13.6%

1–5ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · ROSC

0.2%MATX0.4%

0.2%ADT0.3%

0.1%AMRX0.6%

0.1%LAUR0.4%

Held in common11.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs ROSC

DFAS

Dimensional - US Small Cap

$14,758

ROSC

Hartford Multifactor Small Cap

$16,250

MeasureDFASROSC

Fee0.30%0.34%

Cost on $10k a year$30$34

Yield1.00%1.88%

5 years, per year+8.1%+10.2%

3 years, per year+19.3%+20.4%

Worst drop · 1Y−9.4%−7.8%

Volatility · 1Y15.3%13.6%

5–1measures won
ROSC first

11.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: DFAS, ROSC

Today

11.6%most shared, DFAS and ROSC

DFASROSC

DFAS—11.6%

ROSC11.6%—

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

Income After Fees on $10,000

$154most kept, ROSC

ROSC$188 − $34 = $154

DFAS$100 − $30 = $70

KeptFee

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