ROSC vs VB

AROSC

BVB

Measures won4–2ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · ROSC $15,317

Lowest cost0.03%VB · $3 on $10k

Most income1.96%ROSC · $196 on $10k

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

Held in common5.1%ROSC and VB

ROSC

Hartford Multifactor Small Cap ETF · $51MVanguard Morningstar Small-Cap ETF · $76.9B

+18.2%3 years · per year$16,503 · $16,654+18.5%

+8.9%5 years · per year$15,317 · $13,413+6.0%

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

1.96%12-mo yield$196 · $128 on $10k1.28%

−7.8%Worst dropSmaller wins−9.0%

14.0%VolatilityLower wins16.2%

4–2ROSC wins

$10,000 · 5 yearsAll three, one 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 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

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 VB

ROSC

Hartford Multifactor Small Cap

$15,317

Vanguard Morningstar Small-Cap

$13,414

MeasureROSCVB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.96%1.28%

5 years, per year+8.9%+6.0%

3 years, per year+18.2%+18.5%

Worst drop · 1Y−7.8%−9.0%

Volatility · 1Y14.0%16.2%

4–2measures won
ROSC first

5.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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, VB, IWF

Today

5.1%most shared, ROSC and VB

ROSCVBIWF

ROSC—5.1%0.0%

VB5.1%—3.9%

IWF0.0%3.9%—

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

Income After Fees on $10,000

$162most kept, ROSC

ROSC$196 − $34 = $162

VB$128 − $3 = $125

IWF$39 − $18 = $21

KeptFee

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