ROSC vs IWM

AROSC

BIWM

Measures won4–2ROSC wins · of 6 · 5Y

$10,000 · 5Y$16,250ROSC · IWM $13,509

Lowest cost0.19%IWM · $19 on $10k

Most income1.88%ROSC · $188 on $10k

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

Held in common14.9%ROSC and IWM

ROSC

IWM

Hartford Multifactor Small Cap ETF · $50MiShares Russell 2000 ETF · $75.8B

+20.4%3 years · per year$17,432 · $18,002+21.6%

+10.2%5 years · per year$16,250 · $13,509+6.2%

0.34%Expense ratio$34 · $19 on $10k · lower wins0.19%

1.88%12-mo yield$188 · $96 on $10k0.96%

−7.8%Worst dropSmaller wins−11.1%

13.6%VolatilityLower wins18.2%

4–2ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · IWM

0.4%MATX0.2%

1.1%INDV0.2%

1.1%HAE0.2%

0.2%SXT0.2%

Held in common14.9%

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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 IWM

ROSC

Hartford Multifactor Small Cap

$16,250

IWM

iShares Russell 2000

$13,509

MeasureROSCIWM

Fee0.34%0.19%

Cost on $10k a year$34$19

Yield1.88%0.96%

5 years, per year+10.2%+6.2%

3 years, per year+20.4%+21.6%

Worst drop · 1Y−7.8%−11.1%

Volatility · 1Y13.6%18.2%

4–2measures won
ROSC first

14.9%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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, IWM

Today

14.9%most shared, ROSC and IWM

ROSCIWM

ROSC—14.9%

IWM14.9%—

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

IWM$96 − $19 = $77

KeptFee

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