Compare · 2 funds side by side · dividends reinvested

VIG and HFSI

VIGVanguard×HFSIHartford×

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

VIG and HFSI, 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 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 5, 2026 · returns include dividends · since: VIG 2006 · HFSI 2021

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

HFSI

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

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

VIGMeasureHFSI

+12.5%Year to dateJan 1 → Nov 5+0.1%

+15.2%1 yearTotal return+0.7%

+18.9%3 years · per year$10,000 became $16,814 · $12,936+9.0%

+10.3%5 years · per year$10,000 became $16,331 · $11,308+2.5%

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

1.49%Trailing 12-mo yield$149 · $580 a year on $10k5.80%

−7.9%Worst dropSmaller is better−3.7%

10.8%VolatilityLower is calmer3.7%

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

5–3VIG wins

End-of-day Nov 5, 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 5ORCL0.0%

not top 5SYF-PB0.0%

not top 5MS-PQ0.0%

Held in common0.0%

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

VIG vs HFSI Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

HFSIHartford

+2.5%

5 years, per year

VIGHFSIFaded: behind in that period

4–0VIG wins

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

VIG vs HFSI

YTD

VanguardVIG

+12.5%

HFSIHartford

+0.1%

+12.5%Year to date+0.1%

−7.9%Worst drop · 1Y−3.7%

10.8%Volatility · 1Y3.7%

1.5%Yield5.8%

$109BAssets$1.2B

3–1HFSI wins

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

Cost, Income and Risk

Fees: VIG, HFSI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HFSI0.49%$49

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

Yields: VIG, HFSI

5.80%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.80%$580

VIG1.49%$149

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

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

VIG$149 − $4 = $145

KeptFee

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

Overlap: VIG, HFSI

Today

0.0%most shared, VIG and HFSI

VIGHFSI

VIG—0.0%

HFSI0.0%—

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

HFSIWorst drop−3.7%3.7% 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

HFSIVIG

+0.1%Year to date+12.5%

5.8%Yield1.5%

+0.7%Past year+15.2%

0.49%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