ROSC vs IJR

AROSC

BIJR

Measures won5–1ROSC wins · of 6 · 5Y

$10,000 · 5Y$16,250ROSC · IJR $13,920

Lowest cost0.06%IJR · $6 on $10k

Most income1.88%ROSC · $188 on $10k

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

Held in common18.8%ROSC and IJR

ROSC

IJR

Hartford Multifactor Small Cap ETF · $50MiShares Core S&P Small-Cap ETF · $108B

+20.4%3 years · per year$17,432 · $16,979+19.3%

+10.2%5 years · per year$16,250 · $13,920+6.8%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

1.88%12-mo yield$188 · $120 on $10k1.20%

−7.8%Worst dropSmaller wins−9.7%

13.6%VolatilityLower wins15.8%

5–1ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · IJR

0.4%MATX0.4%

1.1%INDV0.3%

0.4%RNG0.3%

0.3%ADT0.3%

Held in common18.8%

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

Both

5Y2 funds

#			Trend
1	AROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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

Both

5Y2 funds

#			Trend
1	AROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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 IJR

ROSC

Hartford Multifactor Small Cap

$16,250

IJR

iShares Core S&P Small-Cap

$13,920

MeasureROSCIJR

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield1.88%1.20%

5 years, per year+10.2%+6.8%

3 years, per year+20.4%+19.3%

Worst drop · 1Y−7.8%−9.7%

Volatility · 1Y13.6%15.8%

5–1measures won
ROSC first

18.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROSC, IJR

Today

18.8%most shared, ROSC and IJR

ROSCIJR

ROSC—18.8%

IJR18.8%—

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

IJR$120 − $6 = $114

KeptFee

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