Compare · 3 funds side by side · dividends reinvested

HFSI, CGDV and VYM

HFSIHartford×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

HFSI, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.79%+0.3%+0.9%+8.4%+2.6%−3.7%3.7%$1.2B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+16.1%+23.7%[…]−9.7%13.5%$37.8B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: HFSI 2021 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,361

HFSI

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

HFSIMeasureCGDV

+0.3%Year to dateJan 1 → Nov 9+12.1%

+0.9%1 yearTotal return+16.1%

+8.4%3 years · per year$10,000 became $12,743 · $18,934+23.7%

+2.6%5 years · per year$10,000 became $11,361 · […][…]

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

5.79%Trailing 12-mo yield$579 · $124 a year on $10k1.24%

−3.7%Worst dropSmaller is better−9.7%

3.7%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 9, 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 524.2%

HFSIStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.9%

not top 5META4.1%

not top 5AVGO4.0%

not top 5GE3.2%

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 9, 2026 · share of each fund

HFSI vs CGDV Returns, Every Period

HartfordHFSI

+0.9%

past year

CGDVCapital Group

+16.1%

past year

HFSICGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

HFSI vs VYM

YTD

HartfordHFSI

+0.3%

VYMVanguard

+15.4%

+0.3%Year to date+15.4%

−3.7%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y10.8%

5.8%Yield2.3%

$1.2BAssets$78.9B

3–1HFSI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFSI, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

HFSI0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HFSI, CGDV, VYM

5.79%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.79%$579

VYM2.26%$226

CGDV1.24%$124

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$530most kept, HFSI

HFSI$579 − $49 = $530

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HFSI, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

HFSICGDVVYM

HFSI—0.1%0.1%

CGDV0.1%—22.8%

VYM0.1%22.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.5%VYM, at 10.8% volatility

HFSIWorst drop−3.7%3.7% vol

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HFSIVYM

+0.3%Year to date+15.4%

5.8%Yield2.3%

+0.9%Past year+19.5%

0.49%Fee0.04%

3–1VYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026