ROSC vs DFAS

AROSC

BDFAS

Measures won5–1ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,317ROSC · DFAS $13,927

Lowest cost0.03%VO · $3 on $10k

Most income1.96%ROSC · $196 on $10k

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

Held in common11.8%ROSC and DFAS

ROSC

DFAS

Hartford Multifactor Small Cap ETF · $49MDimensional - US Small Cap ETF · $33.7B

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

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

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

1.96%12-mo yield$196 · $103 on $10k1.03%

−7.8%Worst dropSmaller wins−9.4%

14.0%VolatilityLower wins15.7%

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%

0.6%AMRX0.1%

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	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

ROSC vs DFAS

ROSC

Hartford Multifactor Small Cap

$15,317

DFAS

Dimensional - US Small Cap

$13,927

MeasureROSCDFAS

Fee0.34%0.30%

Cost on $10k a year$34$30

Yield1.96%1.03%

5 years, per year+8.9%+6.8%

3 years, per year+18.2%+17.3%

Worst drop · 1Y−7.8%−9.4%

Volatility · 1Y14.0%15.7%

5–1measures won
ROSC first

11.8%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ROSC, DFAS, VO

Today

11.8%most shared, ROSC and DFAS

ROSCDFASVO

ROSC—11.8%0.0%

DFAS11.8%—0.1%

VO0.0%0.1%—

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

Income After Fees on $10,000

$162most kept, ROSC

ROSC$196 − $34 = $162

VO$139 − $3 = $136

DFAS$103 − $30 = $73

KeptFee

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