ROSC vs DFAS

AROSC

BDFAS

Measures won5–1ROSC wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · ROSC $16,250

Lowest cost0.03%VUG · $3 on $10k

Most income1.88%ROSC · $188 on $10k

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

Held in common11.6%ROSC and DFAS

ROSC

DFAS

Hartford Multifactor Small Cap ETF · $50MDimensional - US Small Cap ETF · $34.7B

+20.4%3 years · per year$17,432 · $16,976+19.3%

+10.2%5 years · per year$16,250 · $14,758+8.1%

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

1.88%12-mo yield$188 · $100 on $10k1.00%

−7.8%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.3%

5–1ROSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROSC · DFAS

0.4%MATX0.2%

0.3%ADT0.2%

0.6%AMRX0.1%

0.4%LAUR0.1%

Held in common11.6%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 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

$16,250

DFAS

Dimensional - US Small Cap

$14,758

MeasureROSCDFAS

Fee0.34%0.30%

Cost on $10k a year$34$30

Yield1.88%1.00%

5 years, per year+10.2%+8.1%

3 years, per year+20.4%+19.3%

Worst drop · 1Y−7.8%−9.4%

Volatility · 1Y13.6%15.3%

5–1measures won
ROSC first

11.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ROSC, DFAS, VUG

Today

11.6%most shared, ROSC and DFAS

ROSCDFASVUG

ROSC—11.6%0.0%

DFAS11.6%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, ROSC

ROSC$188 − $34 = $154

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee