Compare · 3 funds side by side · dividends reinvested

HFSI, CGDV and VIG

HFSIHartford×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

HFSI, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.80%+0.0%+1.0%+8.6%+2.5%−3.7%3.7%$1.2B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.3

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: HFSI 2021 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,328

HFSI

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

HFSIMeasureCGDV

+0.0%Year to dateJan 1 → Nov 6+9.6%

+1.0%1 yearTotal return+12.9%

+8.6%3 years · per year$10,000 became $12,797 · $18,840+23.5%

+2.5%5 years · per year$10,000 became $11,328 · […][…]

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

5.80%Trailing 12-mo yield$580 · $127 a year on $10k1.27%

−3.7%Worst dropSmaller is better−9.7%

3.7%VolatilityLower is calmer13.4%

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

3–4CGDV wins

End-of-day Nov 6, 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 523.9%

HFSIStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

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 common0.1%

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

HFSI vs CGDV Returns, Every Period

HartfordHFSI

+1.0%

past year

CGDVCapital Group

+12.9%

past year

HFSICGDVFaded: behind in that period

0–3CGDV wins

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

HFSI vs VIG

YTD

HartfordHFSI

+0.0%

VIGVanguard

+12.1%

+0.0%Year to date+12.1%

−3.7%Worst drop · 1Y−7.9%

3.7%Volatility · 1Y10.8%

5.8%Yield1.5%

$1.2BAssets$109B

3–1HFSI wins

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

Cost, Income and Risk

Fees: HFSI, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

HFSI0.49%$49

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

Yields: HFSI, CGDV, VIG

5.80%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.80%$580

VIG1.50%$150

CGDV1.27%$127

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

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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

Overlap: HFSI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

HFSICGDVVIG

HFSI—0.1%0.1%

CGDV0.1%—29.4%

VIG0.1%29.4%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

HFSIWorst drop−3.7%3.7% vol

VIGWorst drop−7.9%10.8% vol

CGDVWorst drop−9.7%13.4% vol

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

Paid More vs Made More

YTD

HFSIVIG

+0.0%Year to date+12.1%

5.8%Yield1.5%

+1.0%Past year+14.3%

0.49%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026