ROSC vs VB

AROSC

BVB

Measures won4–2ROSC wins · of 6 · 5Y

$10,000 · 5Y$16,250ROSC · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.88%ROSC · $188 on $10k

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

Held in common5.1%ROSC and VB

ROSC

Hartford Multifactor Small Cap ETF · $50MVanguard Morningstar Small-Cap ETF · $76.9B

+20.4%3 years · per year$17,432 · $17,489+20.5%

+10.2%5 years · per year$16,250 · $14,105+7.1%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

1.88%12-mo yield$188 · $123 on $10k1.23%

−7.8%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins15.7%

4–2ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · VB

0.4%MATX0.1%

0.1%ANF0.1%

0.2%SXT0.1%

0.4%RNG0.1%

Held in common5.1%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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 VB

ROSC

Hartford Multifactor Small Cap

$16,250

Vanguard Morningstar Small-Cap

$14,105

MeasureROSCVB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.88%1.23%

5 years, per year+10.2%+7.1%

3 years, per year+20.4%+20.5%

Worst drop · 1Y−7.8%−9.0%

Volatility · 1Y13.6%15.7%

4–2measures won
ROSC first

5.1%

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, VB

Today

5.1%most shared, ROSC and VB

ROSCVB

ROSC—5.1%

VB5.1%—

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

VB$123 − $3 = $120

KeptFee

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