ROSC vs VIG

AROSC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · ROSC $16,250

Lowest cost0.04%VIG · $4 on $10k

Most income1.88%ROSC · $188 on $10k

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

Held in common0.3%ROSC and VIG

ROSC

VIG

Hartford Multifactor Small Cap ETF · $50MVanguard Dividend Appreciation ETF · $109B

+20.4%3 years · per year$17,432 · $17,533+20.6%

+10.2%5 years · per year$16,250 · $17,005+11.2%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

1.88%12-mo yield$188 · $144 on $10k1.44%

−7.8%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · VIG

0.4%MATX0.0%

0.5%CBT0.0%

0.2%OTTR0.0%

0.1%GHC0.0%

Held in common0.3%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	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 VIG

ROSC

Hartford Multifactor Small Cap

$16,250

VIG

Vanguard Dividend Appreciation

$17,005

MeasureROSCVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield1.88%1.44%

5 years, per year+10.2%+11.2%

3 years, per year+20.4%+20.6%

Worst drop · 1Y−7.8%−7.9%

Volatility · 1Y13.6%10.2%

4–2measures won
VIG first

0.3%

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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, VIG

Today

0.3%most shared, ROSC and VIG

ROSCVIG

ROSC—0.3%

VIG0.3%—

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

VIG$144 − $4 = $140

KeptFee

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