ROSC vs IWM

AROSC

BIWM

Measures won4–2ROSC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · ROSC $15,317

Lowest cost0.03%VTV · $3 on $10k

Most income1.96%ROSC · $196 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common15.0%ROSC and IWM

ROSC

IWM

Hartford Multifactor Small Cap ETF · $51MiShares Russell 2000 ETF · $75.4B

+18.2%3 years · per year$16,503 · $17,100+19.6%

+8.9%5 years · per year$15,317 · $12,766+5.0%

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

1.96%12-mo yield$196 · $100 on $10k1.00%

−7.8%Worst dropSmaller wins−11.1%

14.0%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%

0.4%NWE0.2%

Held in common15.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$51M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$51M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B

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 IWM

ROSC

Hartford Multifactor Small Cap

$15,317

IWM

iShares Russell 2000

$12,766

MeasureROSCIWM

Fee0.34%0.19%

Cost on $10k a year$34$19

Yield1.96%1.00%

5 years, per year+8.9%+5.0%

3 years, per year+18.2%+19.6%

Worst drop · 1Y−7.8%−11.1%

Volatility · 1Y14.0%18.7%

4–2measures won
ROSC first

15.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: ROSC, IWM, VTV

Today

15.0%most shared, ROSC and IWM

ROSCIWMVTV

ROSC—15.0%0.0%

IWM15.0%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ROSC$196 − $34 = $162

IWM$100 − $19 = $81

KeptFee

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