Compare · 2 funds side by side · dividends reinvested

HDUS and SCHB

HDUSHartford×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

HDUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Disciplined US Equity ETFUS Stock Styles · Large cap0.19%1.41%+13.3%+13.2%+23.2%[…]−7.5%11.5%$115M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.5

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: HDUS 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

HDUS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 57.2% in common

HDUSMeasureSCHB

+13.3%Year to dateJan 1 → Nov 4+13.3%

+13.2%1 yearTotal return+13.3%

+23.2%3 years · per year$10,000 became $18,706 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.41%Trailing 12-mo yield$141 · $104 a year on $10k1.04%

−7.5%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

HDUS vs SCHB: Top 5 Holdings

Today

HDUS

24.9%in top 5

SCHB

in top 524.4%

HDUSStockSCHB

6.0%NVDA6.8%

6.0%AAPL6.6%

5.7%MSFT5.3%

4.0%GOOGL2.2%

3.2%AMZN3.4%

Held in common57.2%

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

HDUS vs SCHB Returns, Every Period

HartfordHDUS

+13.2%

past year

SCHBSchwab

+13.3%

past year

HDUSSCHBFaded: behind in that period

0–2SCHB wins

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

HDUS vs SCHB

YTD

HartfordHDUS

+13.3%

SCHBSchwab

+13.3%

+13.3%Year to date+13.3%

−7.5%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.1%

1.4%Yield1.0%

$115MAssets$44.0B

3–0HDUS wins

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

Cost, Income and Risk

Fees: HDUS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

HDUS0.19%$19

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

Yields: HDUS, SCHB

1.41%highest, HDUS

FundTrailing yieldYield$10k

HDUS1.41%$141

SCHB1.04%$104

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

Income After Fees on $10,000

$122most kept, HDUS

HDUS$141 − $19 = $122

SCHB$104 − $3 = $101

KeptFee

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

Overlap: HDUS, SCHB

Today

57.2%most shared, HDUS and SCHB

HDUSSCHB

HDUS—57.2%

SCHB57.2%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

HDUSWorst drop−7.5%11.5% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

HDUSSCHB

+13.3%Year to date+13.3%

1.4%Yield1.0%

+13.2%Past year+13.3%

0.19%Fee0.03%

2–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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