Compare · 2 funds side by side · dividends reinvested

ACVU and SCHD

ACVUHartford×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

ACVU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

Hartford Quality Value ETFUS Stock Styles · Value0.45%1.66%+18.7%+24.5%+18.9%[…]−7.5%11.5%$278M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ACVU 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Quality Value ETF · $278M[…]

ACVU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

ACVUMeasureSCHD

+18.7%Year to dateJan 1 → Nov 5+32.3%

+24.5%1 yearTotal return+38.7%

+18.9%3 years · per year$10,000 became $16,811 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.66%Trailing 12-mo yield$166 · $298 a year on $10k2.98%

−7.5%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.7%

ACVUSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVU vs SCHD: Top 5 Holdings

Today

ACVU

25.1%in top 5

SCHD

in top 521.7%

ACVUStockSCHD

7.7%MSFTnot top 5

6.8%AMZNnot top 5

4.7%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.4%0VQD.Lnot top 5

2.5%ABBVnot top 5

Held in common7.1%

End-of-day Nov 5, 2026 · share of each fund

ACVU vs SCHD Returns, Every Period

HartfordACVU

+24.5%

past year

SCHDSchwab

+38.7%

past year

ACVUSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ACVU vs SCHD

YTD

HartfordACVU

+18.7%

SCHDSchwab

+32.3%

+18.7%Year to date+32.3%

−7.5%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

1.7%Yield3.0%

$278MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACVU0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACVU, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

ACVU1.66%$166

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

ACVU$166 − $45 = $121

KeptFee

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

Overlap: ACVU, SCHD

Today

7.1%most shared, ACVU and SCHD

ACVUSCHD

ACVU—7.1%

SCHD7.1%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

ACVUWorst drop−7.5%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDACVU

+32.3%Year to date+18.7%

3.0%Yield1.7%

+38.7%Past year+24.5%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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