Compare · 2 funds side by side · dividends reinvested

HFSI and CGDV

HFSIHartford×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,283HFSI · best of the two

02 / 04

HFSI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.83%−0.5%+0.1%+8.7%+2.4%−3.7%3.6%$1.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: HFSI 2021 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,283

HFSI

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HFSIMeasureCGDV

−0.5%Year to dateJan 1 → Nov 3+13.0%

+0.1%1 yearTotal return+16.1%

+8.7%3 years · per year$10,000 became $12,854 · $19,988+26.0%

+2.4%5 years · per year$10,000 became $11,283 · […][…]

0.49%Expense ratio$49 · $33 a year on $10k · lower is better0.33%

5.83%Trailing 12-mo yield$583 · $123 a year on $10k1.23%

−3.7%Worst dropSmaller is better−9.7%

3.6%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

HFSI vs CGDV: Top 5 Holdings

Today

HFSI

0.4%in top 5

CGDV

in top 524.1%

HFSIStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

0.2%BKLNnot top 5

0.1%SRLNnot top 5

0.0%SYF-PBnot top 5

0.0%ORCLnot top 5

0.0%MS-PQnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

HFSI vs CGDV Returns, Every Period

HartfordHFSI

+0.1%

past year

CGDVCapital Group

+16.1%

past year

HFSICGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HFSI vs CGDV

YTD

HartfordHFSI

−0.5%

CGDVCapital Group

+13.0%

−0.5%Year to date+13.0%

−3.7%Worst drop · 1Y−9.7%

3.6%Volatility · 1Y12.6%

5.8%Yield1.2%

$1.2BAssets$38.8B

3–1HFSI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFSI, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

HFSI0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HFSI, CGDV

5.83%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.83%$583

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$534most kept, HFSI

HFSI$583 − $49 = $534

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HFSI, CGDV

Today

0.0%most shared, HFSI and CGDV

HFSICGDV

HFSI—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

HFSIWorst drop−3.7%3.6% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HFSICGDV

−0.5%Year to date+13.0%

5.8%Yield1.2%

+0.1%Past year+16.1%

0.49%Fee0.33%

3–1CGDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026