Compare · 2 funds side by side · dividends reinvested

HDUS and SCHB

HDUSHartford×SCHBSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,423SCHB · best of the two

Story of the two · IncomeMost incomeHDUS · 1.43% · $143 a year on $10k

Story of the two · RiskSmallest drop

HDUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Disciplined US Equity ETFUS Stock Styles · Large cap0.19%1.43%+11.9%+11.5%+20.8%[…]−7.5%12.3%$116M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.5B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: HDUS 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hartford Disciplined US Equity ETF · $116M[…]

HDUS

SCHB

Schwab U.S. Broad Market ETF · $44.5B$16,423

$10,000 five years ago, dividends reinvested · they hold 57.0% in common

HDUSMeasureSCHB

+11.9%

More Ways to See the Pairs

HDUS vs SCHB: Top 5 Holdings

Today

HDUS

24.6%in top 5

SCHB

in top 523.8%

HDUSStockSCHB

6.3%AAPL7.1%

5.6%MSFT5.3%

5.0%NVDA5.5%

4.2%GOOGL2.4%

3.4%

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 13, 2026 · fee on $10,000 a year

Yields: HDUS, SCHB

1Y

1.43%highest, HDUS

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+11.5%1 yearTotal return+11.6%

+20.8%3 years · per year$10,000 became $17,621 · $17,836+21.3%

[…]5 years · per year$10,000 became […] · $16,423+10.4%

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

1.43%Trailing 12-mo yield$143 · $106 a year on $10k1.06%

−7.5%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer14.0%

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

4–3HDUS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AMZN

3.6%

Held in common57.0%

End-of-day Nov 13, 2026 · share of each fund

HDUS vs SCHB Returns, Every Period

1Y

HartfordHDUS

+11.5%

past year

SCHBSchwab

+11.6%

past year

HDUSSCHBFaded: behind in that period

1–2SCHB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

HDUS vs SCHB

YTD

HartfordHDUS

+11.9%

SCHBSchwab

+11.5%

+11.9%Year to date+11.5%

−7.5%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y14.0%

1.4%Yield1.1%

$116MAssets$44.5B

4–0HDUS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

HDUS1.43%$143

SCHB1.06%$106

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$124most kept, HDUS

HDUS$143 − $19 = $124

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: HDUS, SCHB

Today

57.0%most shared, HDUS and SCHB

HDUSSCHB

HDUS—57.0%

SCHB57.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

HDUSWorst drop−7.5%12.3% vol

SCHBWorst drop−8.9%14.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

HDUSSCHB

+11.9%Year to date+11.5%

1.4%Yield1.1%

+11.5%Past year+11.6%

0.19%Fee0.03%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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HDUS and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two