Compare · 2 funds side by side · dividends reinvested

HFSI and DGRO

HFSIHartford×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

HFSI and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.4

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.80%+0.1%+0.7%+9.0%+2.5%−3.7%3.7%$1.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: HFSI 2021 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,308

HFSI

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

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

HFSIMeasureDGRO

+0.1%Year to dateJan 1 → Nov 4+20.6%

+0.7%1 yearTotal return+24.5%

+9.0%3 years · per year$10,000 became $12,936 · $18,408+22.6%

+2.5%5 years · per year$10,000 became $11,308 · $17,573+11.9%

0.49%Expense ratio$49 · $8 a year on $10k · lower is better0.08%

5.80%Trailing 12-mo yield$580 · $181 a year on $10k1.81%

−3.7%Worst dropSmaller is better−6.5%

3.7%VolatilityLower is calmer9.7%

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

3–5DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HFSI vs DGRO: Top 5 Holdings

Today

HFSI

0.5%in top 5

DGRO

in top 514.8%

HFSIStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

0.2%BKLNnot top 5

0.1%SRLNnot top 5

0.0%ORCLnot top 5

0.0%SYF-PBnot top 5

0.0%MS-PQnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

HFSI vs DGRO Returns, Every Period

HartfordHFSI

+2.5%

5 years, per year

DGROiShares

+11.9%

5 years, per year

HFSIDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HFSI vs DGRO

YTD

HartfordHFSI

+0.1%

DGROiShares

+20.6%

+0.1%Year to date+20.6%

−3.7%Worst drop · 1Y−6.5%

3.7%Volatility · 1Y9.7%

5.8%Yield1.8%

$1.2BAssets$45.1B

3–1HFSI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFSI, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

HFSI0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HFSI, DGRO

5.80%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.80%$580

DGRO1.81%$181

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HFSI, DGRO

Today

0.0%most shared, HFSI and DGRO

HFSIDGRO

HFSI—0.0%

DGRO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

HFSIWorst drop−3.7%3.7% vol

DGROWorst drop−6.5%9.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HFSIDGRO

+0.1%Year to date+20.6%

5.8%Yield1.8%

+0.7%Past year+24.5%

0.49%Fee0.08%

3–1DGRO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026