ROUS vs USMV

AROUS

BUSMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,102ROUS · USMV $14,154

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.0%ROUS · worst fall in 1Y

Held in common42.9%ROUS and USMV

ROUS

USMV

Hartford Multifactor US Equity ETF · $787MiShares MSCI USA Min Vol Factor ETF · $23.8B

+20.4%3 years · per year$17,463 · $14,709+13.7%

+11.3%5 years · per year$17,102 · $14,154+7.2%

0.19%Expense ratio$19 · $15 on $10k · lower wins0.15%

1.34%12-mo yield$134 · $139 on $10k1.39%

−6.0%Worst dropSmaller wins−6.5%

11.9%VolatilityLower wins9.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsROUS · USMV

1.3%MSFT1.6%

1.0%CSCO1.2%

1.5%AAPL1.0%

0.9%NVDA1.2%

Held in common42.9%

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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.34%	−0.3%	+15.7%	+16.6%	+20.4%	+11.3%	−6.0%	$787M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.34%	−0.3%	+15.7%	+16.6%	+20.4%	+11.3%	−6.0%	$787M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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

ROUS vs USMV

ROUS

Hartford Multifactor US Equity

$17,102

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureROUSUSMV

Fee0.19%0.15%

Cost on $10k a year$19$15

Yield1.34%1.39%

5 years, per year+11.3%+7.2%

3 years, per year+20.4%+13.7%

Worst drop · 1Y−6.0%−6.5%

Volatility · 1Y11.9%9.1%

3–3measures won
level

42.9%

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: ROUS, USMV

Today

42.9%most shared, ROUS and USMV

ROUSUSMV

ROUS—42.9%

USMV42.9%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

ROUS$134 − $19 = $115

KeptFee

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