ROSC vs SCHD

AROSC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWF $16,559

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.8%ROSC and SCHD

ROSC

SCHD

Hartford Multifactor Small Cap ETF · $50MSchwab U.S. Dividend Equity ETF · $123B

+20.4%3 years · per year$17,432 · $17,908+21.4%

+10.2%5 years · per year$16,250 · $16,881+11.0%

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

1.88%12-mo yield$188 · $291 on $10k2.91%

−7.8%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROSC · SCHD

0.5%FHI0.1%

0.4%RHI0.1%

0.6%KFY0.1%

0.2%PAG0.1%

Held in common0.8%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.88%	+2.1%	+21.9%	+29.4%	+20.4%	+10.2%	−7.8%	$50M

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 SCHD

ROSC

Hartford Multifactor Small Cap

$16,250

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureROSCSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield1.88%2.91%

5 years, per year+10.2%+11.0%

3 years, per year+20.4%+21.4%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y13.6%11.5%

6–0measures won
SCHD first

0.8%

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

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$62.5B

1–1level

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

Overlap: ROSC, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

ROSCSCHDIWF

ROSC—0.8%0.0%

SCHD0.8%—3.6%

IWF0.0%3.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ROSC$188 − $34 = $154

IWF$37 − $18 = $19

KeptFee

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