DFAS vs ROSC

ADFAS

BROSC

Measures won1–5ROSC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · ROSC $15,317

Lowest cost0.03%VTV · $3 on $10k

Most income1.96%ROSC · $196 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common11.8%DFAS and ROSC

DFAS

ROSC

Dimensional - US Small Cap ETF · $33.7BHartford Multifactor Small Cap ETF · $49M

+17.3%3 years · per year$16,130 · $16,503+18.2%

+6.8%5 years · per year$13,927 · $15,317+8.9%

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

1.03%12-mo yield$103 · $196 on $10k1.96%

−9.4%Worst dropSmaller wins−7.8%

15.7%VolatilityLower wins14.0%

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%AMRX0.6%

Held in common11.8%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B

End-of-day Nov 6, 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

$13,927

ROSC

Hartford Multifactor Small Cap

$15,317

MeasureDFASROSC

Fee0.30%0.34%

Cost on $10k a year$30$34

Yield1.03%1.96%

5 years, per year+6.8%+8.9%

3 years, per year+17.3%+18.2%

Worst drop · 1Y−9.4%−7.8%

Volatility · 1Y15.7%14.0%

5–1measures won
ROSC first

11.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAS, ROSC, VTV

Today

11.8%most shared, DFAS and ROSC

DFASROSCVTV

DFAS—11.8%0.1%

ROSC11.8%—0.0%

VTV0.1%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ROSC$196 − $34 = $162

DFAS$103 − $30 = $73

KeptFee

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