Compare · 3 funds side by side · dividends reinvested

HDUS, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

HDUS, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.6

Hartford Disciplined US Equity ETFUS Stock Styles · Large cap0.19%1.46%+9.1%+9.6%+21.0%[…]−7.5%12.1%$112M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: HDUS 2022 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Disciplined US Equity ETF · $112M[…]

HDUS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 56.7% in common

HDUSMeasureSCHB

+9.1%Year to dateJan 1 → Nov 6+8.8%

+9.6%1 yearTotal return+9.7%

+21.0%3 years · per year$10,000 became $17,722 · $17,991+21.6%

[…]5 years · per year$10,000 became […] · $16,377+10.4%

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

1.46%Trailing 12-mo yield$146 · $109 a year on $10k1.09%

−7.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.8%

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

4–3HDUS wins

End-of-day Nov 6, 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

25.4%in top 5

SCHB

in top 524.8%

HDUSStockSCHB

6.4%AAPL7.1%

5.4%NVDA6.2%

6.0%MSFT5.6%

4.2%GOOGL2.3%

3.4%AMZN3.6%

Held in common56.7%

End-of-day Nov 6, 2026 · share of each fund

HDUS vs SCHB Returns, Every Period

HartfordHDUS

+9.6%

past year

SCHBSchwab

+9.7%

past year

HDUSSCHBFaded: behind in that period

1–2SCHB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HDUS vs SCHB

YTD

HartfordHDUS

+9.1%

SCHBSchwab

+8.8%

+9.1%Year to date+8.8%

−7.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.8%

1.5%Yield1.1%

$112MAssets$43.2B

4–0HDUS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDUS, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

HDUS0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HDUS, SCHB, VUG

1.46%highest, HDUS

FundTrailing yieldYield$10k

HDUS1.46%$146

SCHB1.09%$109

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, HDUS

HDUS$146 − $19 = $127

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HDUS, SCHB, VUG

Today

56.7%most shared, HDUS and SCHB

HDUSSCHBVUG

HDUS—56.7%43.2%

SCHB56.7%—50.0%

VUG43.2%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

HDUSWorst drop−7.5%12.1% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HDUSSCHB

+9.1%Year to date+8.8%

1.5%Yield1.1%

+9.6%Past year+9.7%

0.19%Fee0.03%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026