IWM vs ROSC

AIWM

BROSC

Measures won2–4ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,602ROSC · IWM $13,064

Lowest cost0.19%IWM · $19 on $10k

Most income1.92%ROSC · $192 on $10k

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

Held in common14.9%IWM and ROSC

IWM

ROSC

iShares Russell 2000 ETF · $75.8BHartford Multifactor Small Cap ETF · $50M

+21.3%3 years · per year$17,832 · $17,222+19.9%

+5.5%5 years · per year$13,064 · $15,602+9.3%

0.19%Expense ratio$19 · $34 on $10k · lower wins0.34%

0.98%12-mo yield$98 · $192 on $10k1.92%

−11.1%Worst dropSmaller wins−7.8%

18.1%VolatilityLower wins13.4%

2–4ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · ROSC

0.2%MATX0.4%

0.2%HAE1.1%

0.2%SXT0.2%

0.2%NWE0.4%

Held in common14.9%

End-of-day Nov 3, 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%	1.92%	−0.9%	+19.3%	+27.2%	+19.9%	+9.3%	−7.8%	$50M
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

End-of-day Nov 3, 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%	1.92%	−0.9%	+19.3%	+27.2%	+19.9%	+9.3%	−7.8%	$50M
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B

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

Cards for this view

IWM vs ROSC

IWM

iShares Russell 2000

$13,064

ROSC

Hartford Multifactor Small Cap

$15,602

MeasureIWMROSC

Fee0.19%0.34%

Cost on $10k a year$19$34

Yield0.98%1.92%

5 years, per year+5.5%+9.3%

3 years, per year+21.3%+19.9%

Worst drop · 1Y−11.1%−7.8%

Volatility · 1Y18.1%13.4%

4–2measures won
ROSC first

14.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IWM, ROSC

Today

14.9%most shared, IWM and ROSC

IWMROSC

IWM—14.9%

ROSC14.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, ROSC

ROSC$192 − $34 = $158

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee