IJR vs ROSC
YTDYear to date
Level
Past year
ROSC wins+2.5 pts
Fee
IJR winslower fee
Yield
ROSC wins+0.7 pts
AUM
IJR2130.9× more
2–1ROSC wins
IJR and ROSC · year-to-date · as of Nov 9, 2026 · AUM not scored
ROSC vs S&P 500
5Y$55.18 · +1.9% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+1.9%+1.6%−1.1%+18.9%+25.3%+66.2%+52.4%+184.7%
Peer average+2.7%+2.1%−3.5%+17.2%+21.2%+64.8%+35.1%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Hartford ROSC and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
ROSC’s Holdings
TodayMDPediatrix Medical Group 011.2%OSPN1.2%HAE1.2%INDV1.1%IDT1.0%OGN1.0%TDC1.0%PLUS1.0%IBEX1.0%NHC1.0%JW-A0.9%UVE0.9%SCHL0.9%DDS0.9%APLE0.9%HRMY0.9%UFCS0.8%CON0.8%TCMD0.8%CALM0.8%WMK0.8%BFH0.7%
MDPediatrix Medical Group 011.2%OSPN1.2%HAE1.2%INDV1.1%IDT1.0%OGN1.0%TDC1.0%PLUS1.0%IBEX1.0%NHC1.0%JW-A0.9%UVE0.9%
Financial ServicesHealthcareConsumer CyclicalTechnologyReal EstateOther
Hartford ROSC · 317 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
All 111 Small Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +18.9% | +18.9% | $104B | |
| 2 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.2% | +15.3% | +15.3% | $76.9B | |
| 3 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +15.5% | +15.5% | $76.6B | |
| 4 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +18.9% | +18.9% | $35.1B | |
| 5 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +16.1% | +16.1% | $33.7B | |
| 6 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.2% | +21.3% | +21.3% | $31.6B | |
| 7 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +20.8% | +20.8% | $27.1B | |
| 8 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +10.3% | +10.3% | $22.8B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +18.1% | +18.1% | $21.7B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +15.6% | +15.6% | $16.6B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +18.8% | +18.8% | $15.7B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +20.4% | +20.4% | $13.9B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +10.9% | +10.9% | $13.7B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +18.9% | +18.9% | $7.5B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +18.5% | +18.5% | $7.3B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +22.0% | +22.0% | $6.7B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 9, 2026
ROSC Payouts by Year
12YLatest payout, Sep 2026
$0.28
a share · every quarter
1.9% yield
1.9% yield
12 years added up
$8.84 a share
$8.84 a share
Hartford ROSC · per-share distributions by ex-date · 2015–2026
ROSC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | +3.0% | +18.9% | +22.8% | $104B | |
| 2 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.2% | +3.1% | +15.3% | +19.2% | $76.9B | |
| 3 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | +3.2% | +15.5% | +18.7% | $76.6B | |
| 4 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | +2.6% | +18.9% | +24.0% | $35.1B | |
| 5 | DFAS | Dimensional - US Small Cap ETFReadVersus | 0.30% | 1.0% | +3.0% | +16.1% | +20.9% | $33.7B | |
| 6 | ROSC | Hartford Multifactor Small Cap ETFThis fund | 0.34% | 1.9% | +1.9% | +18.9% | +25.3% | $48.7M |
#38 of 97 this year · #50 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
ROSC and its peer group · total return · as of Nov 10, 2026
Cards for This View
ROSC’s Top 10 Holdings
Today10.6%of ROSC sits in these 10
Hartford ROSC · weight in the fund · as of Nov 9, 2026
ROSC’s Holdings
TodayMDPediatrix Medical Group 011.2%OSPN1.2%HAE1.2%INDV1.1%IDT1.0%OGN1.0%TDC1.0%PLUS1.0%IBEX1.0%NHC1.0%JW-A0.9%UVE0.9%SCHL0.9%DDS0.9%APLE0.9%HRMY0.9%UFCS0.8%CON0.8%TCMD0.8%CALM0.8%WMK0.8%BFH0.7%
MDPediatrix Medical Group 011.2%OSPN1.2%HAE1.2%INDV1.1%IDT1.0%OGN1.0%TDC1.0%PLUS1.0%IBEX1.0%NHC1.0%JW-A0.9%UVE0.9%
Financial ServicesHealthcareConsumer CyclicalTechnologyReal EstateOther
Hartford ROSC · 317 holdings · top 22 shown · tile size = share of the fund · as of Nov 9, 2026
ROSC vs Peer Average
YTDROSCAvsBPeer average
1D+1.9%+2.7%
1M+1.6%+2.1%
3M−1.1%−3.5%
YTD+18.9%+17.2%
1Y+25.3%+21.2%
3Y+66.2%+64.8%
5Y+52.4%+35.1%
5–2ROSC wins
110 Small cap peers · each row scaled to its leader