ROSC vs IWM

AROSC

BIWM

Measures won4–2ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,444ROSC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.95%ROSC · $195 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 · $77.4B

+18.6%3 years · per year$16,698 · $17,029+19.4%

+9.1%5 years · per year$15,444 · $12,637+4.8%

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

1.95%12-mo yield$195 · $101 on $10k1.01%

−7.8%Worst dropSmaller wins−11.1%

14.1%VolatilityLower wins18.7%

4–2ROSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROSC · IWM

0.4%MATX0.2%

1.2%HAE0.2%

0.6%YOU0.2%

0.2%SXT0.2%

Held in common14.9%

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%	$50M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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%	$50M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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 IWM

ROSC

Hartford Multifactor Small Cap

$15,444

IWM

iShares Russell 2000

$12,637

MeasureROSCIWM

Fee0.34%0.19%

Cost on $10k a year$34$19

Yield1.95%1.01%

5 years, per year+9.1%+4.8%

3 years, per year+18.6%+19.4%

Worst drop · 1Y−7.8%−11.1%

Volatility · 1Y14.1%18.7%

4–2measures won
ROSC first

14.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ROSC, IWM, IWF

Today

14.9%most shared, ROSC and IWM

ROSCIWMIWF

ROSC—14.9%0.0%

IWM14.9%—0.0%

IWF0.0%0.0%—

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

IWM$101 − $19 = $82

IWF$39 − $18 = $21

KeptFee

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