Compare · 2 funds side by side · dividends reinvested

HCRB and BSV

HCRBHartford×BSVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,977BSV · best of the two

02 / 04

HCRB and BSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.10%+0.9%+1.7%+4.7%+1.9%−1.4%1.9%$45.4B1.3

Hartford Core Bond ETFBonds & Cash · Core aggregate0.29%4.34%−0.7%−0.3%+5.8%−0.2%−4.9%4.0%$443M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: HCRB 2020 · BSV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Core Bond ETF · $443M$9,901

HCRB

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,977

$10,000 five years ago, dividends reinvested

HCRBMeasureBSV

−0.7%Year to dateJan 1 → Nov 4+0.9%

−0.3%1 yearTotal return+1.7%

+5.8%3 years · per year$10,000 became $11,847 · $11,478+4.7%

−0.2%5 years · per year$10,000 became $9,901 · $10,977+1.9%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

4.34%Trailing 12-mo yield$434 · $410 a year on $10k4.10%

−4.9%Worst dropSmaller is better−1.4%

4.0%VolatilityLower is calmer1.9%

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

2–6BSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HCRB vs BSV: Top 5 Holdings

Today

HCRB

[…]in top 5

BSV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

HCRB vs BSV Returns, Every Period

HartfordHCRB

−0.2%

5 years, per year

BSVVanguard

+1.9%

5 years, per year

HCRBBSVFaded: behind in that period

1–3BSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HCRB vs BSV

YTD

HartfordHCRB

−0.7%

BSVVanguard

+0.9%

−0.7%Year to date+0.9%

−4.9%Worst drop · 1Y−1.4%

4.0%Volatility · 1Y1.9%

4.3%Yield4.1%

$443MAssets$45.4B

3–1BSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HCRB, BSV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

HCRB0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HCRB, BSV

4.34%highest, HCRB

FundTrailing yieldYield$10k

HCRB4.34%$434

BSV4.10%$410

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$407most kept, BSV

BSV$410 − $3 = $407

HCRB$434 − $29 = $405

KeptFee

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

Overlap: HCRB, BSV

Today

[…]holdings […]

HCRBBSV

HCRB—[…]

BSV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.7%BSV, at 1.9% volatility

BSVWorst drop−1.4%1.9% vol

HCRBWorst drop−4.9%4.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HCRBBSV

−0.7%Year to date+0.9%

4.3%Yield4.1%

−0.3%Past year+1.7%

0.29%Fee0.03%

3–1BSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026