Compare · 2 funds side by side · dividends reinvested

HDUS and IWF

HDUSHartford×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

HDUS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Disciplined US Equity ETFUS Stock Styles · Large cap0.19%1.47%+8.8%+9.9%+21.3%[…]−7.5%12.1%$115M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: HDUS 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Disciplined US Equity ETF · $115M[…]

HDUS

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 45.3% in common

HDUSMeasureIWF

+8.8%Year to dateJan 1 → Nov 5−6.5%

+9.9%1 yearTotal return−7.6%

+21.3%3 years · per year$10,000 became $17,850 · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.19%Expense ratio$19 · $18 a year on $10k · lower is better0.18%

1.47%Trailing 12-mo yield$147 · $39 a year on $10k0.39%

−7.5%Worst dropSmaller is better−14.6%

12.1%VolatilityLower is calmer19.3%

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

6–1HDUS wins

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

More Ways to See the Pairs

HDUS vs IWF: Top 5 Holdings

Today

HDUS

25.3%in top 5

IWF

in top 539.6%

HDUSStockIWF

5.7%NVDA14.6%

6.2%AAPL8.5%

6.0%MSFT6.4%

4.1%GOOGL5.3%

not top 5AVGO4.7%

3.4%AMZNnot top 5

Held in common45.3%

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

HDUS vs IWF Returns, Every Period

HartfordHDUS

+9.9%

past year

IWFiShares

−7.6%

past year

HDUSIWFFaded: behind in that period

3–0HDUS wins

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

HDUS vs IWF

YTD

HartfordHDUS

+8.8%

IWFiShares

−6.5%

+8.8%Year to date−6.5%

−7.5%Worst drop · 1Y−14.6%

12.1%Volatility · 1Y19.3%

1.5%Yield0.4%

$115MAssets$121B

4–0HDUS wins

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

Cost, Income and Risk

Fees: HDUS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

HDUS0.19%$19

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

Yields: HDUS, IWF

1.47%highest, HDUS

FundTrailing yieldYield$10k

HDUS1.47%$147

IWF0.39%$39

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

Income After Fees on $10,000

$128most kept, HDUS

HDUS$147 − $19 = $128

IWF$39 − $18 = $21

KeptFee

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

Overlap: HDUS, IWF

Today

45.3%most shared, HDUS and IWF

HDUSIWF

HDUS—45.3%

IWF45.3%—

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

Return vs Bumpiness: 2 ETFs

+9.9%HDUS, at 12.1% volatility

HDUSWorst drop−7.5%12.1% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

HDUSIWF

+8.8%Year to date−6.5%

1.5%Yield0.4%

+9.9%Past year−7.6%

0.19%Fee0.18%

3–1HDUS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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