Compare · 2 funds side by side · dividends reinvested

HFSI and VIG

HFSIHartford×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

HFSI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.4

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.83%−0.5%+0.1%+8.7%+2.4%−3.7%3.6%$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 3, 2026 · returns include dividends · since: HFSI 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,495

VIG

HFSI

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

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

VIGMeasureHFSI

+14.0%Year to dateJan 1 → Nov 3−0.5%

+15.9%1 yearTotal return+0.1%

+20.2%3 years · per year$10,000 became $17,369 · $12,854+8.7%

+10.5%5 years · per year$10,000 became $16,495 · $11,283+2.4%

0.04%Expense ratio$4 · $49 a year on $10k · lower is better0.49%

1.47%Trailing 12-mo yield$147 · $583 a year on $10k5.83%

−7.9%Worst dropSmaller is better−3.7%

10.0%VolatilityLower is calmer3.6%

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

5–3VIG wins

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

More Ways to See the Pairs

VIG vs HFSI: Top 5 Holdings

Today

VIG

22.1%in top 5

HFSI

in top 50.4%

VIGStockHFSI

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5BKLN0.2%

not top 5SRLN0.1%

not top 5SYF-PB0.0%

not top 5ORCL0.0%

not top 5MS-PQ0.0%

Held in common0.0%

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

VIG vs HFSI Returns, Every Period

VanguardVIG

+10.5%

5 years, per year

HFSIHartford

+2.4%

5 years, per year

VIGHFSIFaded: behind in that period

4–0VIG wins

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

VIG vs HFSI

YTD

VanguardVIG

+14.0%

HFSIHartford

−0.5%

+14.0%Year to date−0.5%

−7.9%Worst drop · 1Y−3.7%

10.0%Volatility · 1Y3.6%

1.5%Yield5.8%

$109BAssets$1.2B

3–1HFSI wins

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

Cost, Income and Risk

Fees: HFSI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HFSI0.49%$49

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

Yields: HFSI, VIG

5.83%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.83%$583

VIG1.47%$147

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

Income After Fees on $10,000

$534most kept, HFSI

HFSI$583 − $49 = $534

VIG$147 − $4 = $143

KeptFee

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

Overlap: HFSI, VIG

Today

0.0%most shared, HFSI and VIG

HFSIVIG

HFSI—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

HFSIWorst drop−3.7%3.6% vol

VIGWorst drop−7.9%10.0% vol

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

Paid More vs Made More

YTD

HFSIVIG

−0.5%Year to date+14.0%

5.8%Yield1.5%

+0.1%Past year+15.9%

0.49%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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