ROSC vs DFAS

AROSC

BDFAS

Measures won5–1ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,444ROSC · DFAS $13,932

Lowest cost0.05%IJH · $5 on $10k

Most income1.95%ROSC · $195 on $10k

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

Held in common11.7%ROSC and DFAS

ROSC

DFAS

Hartford Multifactor Small Cap ETF · $51MDimensional - US Small Cap ETF · $33.8B

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

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

0.34%Expense ratio$34 · $30 on $10k · lower wins0.30%

1.95%12-mo yield$195 · $104 on $10k1.04%

−7.8%Worst dropSmaller wins−9.4%

14.1%VolatilityLower wins15.8%

5–1ROSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROSC · DFAS

0.3%ADT0.2%

0.4%MATX0.2%

0.8%CON0.1%

0.7%ACI0.1%

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	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.95%	−3.7%	+17.4%	+25.1%	+18.6%	+9.1%	−7.8%	$51M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.95%	−3.7%	+17.4%	+25.1%	+18.6%	+9.1%	−7.8%	$51M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

ROSC vs DFAS

ROSC

Hartford Multifactor Small Cap

$15,444

DFAS

Dimensional - US Small Cap

$13,932

MeasureROSCDFAS

Fee0.34%0.30%

Cost on $10k a year$34$30

Yield1.95%1.04%

5 years, per year+9.1%+6.9%

3 years, per year+18.6%+17.5%

Worst drop · 1Y−7.8%−9.4%

Volatility · 1Y14.1%15.8%

5–1measures won
ROSC first

11.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ROSC, DFAS, IJH

Today

40.9%most shared, DFAS and IJH

ROSCDFASIJH

ROSC—11.7%2.2%

DFAS11.7%—40.9%

IJH2.2%40.9%—

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

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

KeptFee

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