DFAS vs ROSC

ADFAS

BROSC

Measures won1–5ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,444ROSC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.95%ROSC · $195 on $10k

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

Held in common11.7%DFAS and ROSC

DFAS

ROSC

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

+17.5%3 years · per year$16,215 · $16,698+18.6%

+6.9%5 years · per year$13,932 · $15,444+9.1%

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

1.04%12-mo yield$104 · $195 on $10k1.95%

−9.4%Worst dropSmaller wins−7.8%

15.8%VolatilityLower wins14.1%

1–5ROSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · ROSC

0.2%ADT0.3%

0.2%MATX0.4%

0.1%CON0.8%

0.1%ACI0.7%

Held in common11.7%

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

All Three

5Y3 funds

#
1	BROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.95%	−3.7%	+17.4%	+25.1%	+18.6%	+9.1%	−7.8%	$50M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

All Three

5Y3 funds

#
1	BROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.95%	−3.7%	+17.4%	+25.1%	+18.6%	+9.1%	−7.8%	$50M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

End-of-day Nov 5, 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

$13,932

ROSC

Hartford Multifactor Small Cap

$15,444

MeasureDFASROSC

Fee0.30%0.34%

Cost on $10k a year$30$34

Yield1.04%1.95%

5 years, per year+6.9%+9.1%

3 years, per year+17.5%+18.6%

Worst drop · 1Y−9.4%−7.8%

Volatility · 1Y15.8%14.1%

5–1measures won
ROSC first

11.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, ROSC, IWF

Today

11.7%most shared, DFAS and ROSC

DFASROSCIWF

DFAS—11.7%1.4%

ROSC11.7%—0.0%

IWF1.4%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, ROSC

ROSC$195 − $34 = $161

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee