ROSC vs VBR

AROSC

BVBR

Measures won4–2ROSC wins · of 6 · 5Y

$10,000 · 5Y$15,444ROSC · VBR $15,143

Lowest cost0.05%VBR · $5 on $10k

Most income1.95%ROSC · $195 on $10k

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

Held in common7.7%ROSC and VBR

ROSC

VBR

Hartford Multifactor Small Cap ETF · $50MVanguard Morningstar Small-Cap Value ETF · $35.1B

+18.6%3 years · per year$16,698 · $16,965+19.3%

+9.1%5 years · per year$15,444 · $15,143+8.7%

0.34%Expense ratio$34 · $5 on $10k · lower wins0.05%

1.95%12-mo yield$195 · $183 on $10k1.83%

−7.8%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins14.3%

4–2ROSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · VBR

0.4%MATX0.1%

0.1%ANF0.1%

0.2%SXT0.1%

0.4%RNG0.1%

Held in common7.7%

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

Both

5Y2 funds

#			Trend
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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B

End-of-day Nov 5, 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%	1.95%	−3.7%	+17.4%	+25.1%	+18.6%	+9.1%	−7.8%	$50M
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B

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 VBR

ROSC

Hartford Multifactor Small Cap

$15,444

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureROSCVBR

Fee0.34%0.05%

Cost on $10k a year$34$5

Yield1.95%1.83%

5 years, per year+9.1%+8.7%

3 years, per year+18.6%+19.3%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y14.1%14.3%

4–2measures won
ROSC first

7.7%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ROSC, VBR

Today

7.7%most shared, ROSC and VBR

ROSCVBR

ROSC—7.7%

VBR7.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

ROSC$195 − $34 = $161

KeptFee

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