ROSC vs VO

AROSC

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,317ROSC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.96%ROSC · $196 on $10k

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

Held in common0.0%ROSC and VO

ROSC

Hartford Multifactor Small Cap ETF · $49MVanguard Morningstar Mid-Cap ETF · $103B

+18.2%3 years · per year$16,503 · $16,701+18.6%

+8.9%5 years · per year$15,317 · $13,590+6.3%

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

1.96%12-mo yield$196 · $139 on $10k1.39%

−7.8%Worst dropSmaller wins−8.2%

14.0%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsROSC · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AROSC	Hartford Multifactor Small Cap ETFRead Desk		0.34%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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%	1.96%	−0.6%	+16.7%	+22.3%	+18.2%	+8.9%	−7.8%	$49M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

ROSC

Hartford Multifactor Small Cap

$15,317

Vanguard Morningstar Mid-Cap

$13,590

MeasureROSCVO

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.96%1.39%

5 years, per year+8.9%+6.3%

3 years, per year+18.2%+18.6%

Worst drop · 1Y−7.8%−8.2%

Volatility · 1Y14.0%12.9%

3–3measures won
level

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ROSC, VO

Today

0.0%most shared, ROSC and VO

ROSCVO

ROSC—0.0%

VO0.0%—

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

VO$139 − $3 = $136

KeptFee

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