Compare · 2 funds side by side · dividends reinvested

HTRB and VIG

HTRBHartford×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

HTRB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Hartford Total Return Bond ETFBonds & Cash · Core aggregate0.29%4.83%−0.5%−0.2%+6.0%+0.0%−4.9%4.1%$2.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: HTRB 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Total Return Bond ETF · $2.2B$10,018

HTRB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

HTRBMeasureVIG

−0.5%Year to dateJan 1 → Nov 5+12.5%

−0.2%1 yearTotal return+15.2%

+6.0%3 years · per year$10,000 became $11,926 · $16,814+18.9%

+0.0%5 years · per year$10,000 became $10,018 · $16,331+10.3%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

4.83%Trailing 12-mo yield$483 · $149 a year on $10k1.49%

−4.9%Worst dropSmaller is better−7.9%

4.1%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

HTRB vs VIG: Top 5 Holdings

Today

HTRB

0.0%in top 5

VIG

in top 522.1%

HTRBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.0%METAMnot top 5

0.0%DUKUnot top 5

0.0%TMUSInot top 5

0.0%GOOGMnot top 5

0.0%ORCLnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

HTRB vs VIG Returns, Every Period

HartfordHTRB

+0.0%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

HTRBVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: HTRB vs VIG

YTD

HartfordHTRB

−0.5%

VIGVanguard

+12.5%

−0.5%Year to date+12.5%

−4.9%Worst drop · 1Y−7.9%

4.1%Volatility · 1Y10.8%

4.8%Yield1.5%

$2.2BAssets$109B

3–1HTRB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTRB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HTRB0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HTRB, VIG

4.83%highest, HTRB

FundTrailing yieldYield$10k

HTRB4.83%$483

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, HTRB

HTRB$483 − $29 = $454

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HTRB, VIG

Today

0.0%most shared, HTRB and VIG

HTRBVIG

HTRB—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

HTRBWorst drop−4.9%4.1% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HTRBVIG

−0.5%Year to date+12.5%

4.8%Yield1.5%

−0.2%Past year+15.2%

0.29%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026