Compare · 2 funds side by side · dividends reinvested

ROUS and SCHD

ROUSHartford×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,234ROUS · best of the two

02 / 04

ROUS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Hartford Multifactor US Equity ETFUS Stock Styles · Factor0.19%1.33%+16.1%+18.1%+20.9%+11.5%−6.0%12.0%$777M1.6

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: ROUS 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor US Equity ETF · $777M$17,234

ROUS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

ROUSMeasureSCHD

+16.1%Year to dateJan 1 → Nov 5+32.3%

+18.1%1 yearTotal return+38.7%

+20.9%3 years · per year$10,000 became $17,675 · $17,414+20.3%

+11.5%5 years · per year$10,000 became $17,234 · $16,375+10.4%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.33%Trailing 12-mo yield$133 · $298 a year on $10k2.98%

−6.0%Worst dropSmaller is better−6.9%

12.0%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

ROUS vs SCHD: Top 5 Holdings

Today

ROUS

5.8%in top 5

SCHD

in top 521.7%

ROUSStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.5%AAPLnot top 5

1.3%MSFTnot top 5

1.1%CSCOnot top 5

1.0%NVDAnot top 5

1.0%0Y0Y.Lnot top 5

Held in common15.2%

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

ROUS vs SCHD Returns, Every Period

HartfordROUS

+11.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ROUSSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: ROUS vs SCHD

YTD

HartfordROUS

+16.1%

SCHDSchwab

+32.3%

+16.1%Year to date+32.3%

−6.0%Worst drop · 1Y−6.9%

12.0%Volatility · 1Y11.7%

1.3%Yield3.0%

$777MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: ROUS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ROUS0.19%$19

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

Yields: ROUS, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

ROUS1.33%$133

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

ROUS$133 − $19 = $114

KeptFee

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

Overlap: ROUS, SCHD

Today

15.2%most shared, ROUS and SCHD

ROUSSCHD

ROUS—15.2%

SCHD15.2%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

ROUSWorst drop−6.0%12.0% vol

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

Paid More vs Made More

YTD

SCHDROUS

+32.3%Year to date+16.1%

3.0%Yield1.3%

+38.7%Past year+18.1%

0.06%Fee0.19%

4–0SCHD 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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026