HCRB vs VIG

AHCRB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · HCRB $9,945

Lowest cost0.04%VIG · $4 on $10k

Most income4.33%HCRB · $433 on $10k

Smallest drop−4.9%HCRB · worst fall in 1Y

Held in common[…]HCRB and VIG

HCRB

VIG

Hartford Core Bond ETF · $444MVanguard Dividend Appreciation ETF · $109B

+5.9%3 years · per year$11,878 · $16,814+18.9%

−0.1%5 years · per year$9,945 · $16,331+10.3%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

4.33%12-mo yield$433 · $149 on $10k1.49%

−4.9%Worst dropSmaller wins−7.9%

4.0%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHCRB · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AHCRB	Hartford Core Bond ETFRead Desk		0.29%	4.33%	+0.3%	−0.4%	−0.1%	+5.9%	−0.1%	−4.9%	$444M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AHCRB	Hartford Core Bond ETFRead Desk		0.29%	4.33%	+0.3%	−0.4%	−0.1%	+5.9%	−0.1%	−4.9%	$444M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HCRB vs VIG

HCRB

Hartford Core Bond

$9,945

VIG

Vanguard Dividend Appreciation

$16,331

MeasureHCRBVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield4.33%1.49%

5 years, per year−0.1%+10.3%

3 years, per year+5.9%+18.9%

Worst drop · 1Y−4.9%−7.9%

Volatility · 1Y4.0%10.8%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HCRB, VIG

Today

[…]holdings […]

HCRBVIG

HCRB—[…]

VIG[…]—

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

Income After Fees on $10,000

$404most kept, HCRB

HCRB$433 − $29 = $404

VIG$149 − $4 = $145

KeptFee

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