HDUS vs DCOR

AHDUS

BDCOR

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income1.41%HDUS · $141 on $10k

Smallest drop−7.5%HDUS · worst fall in 1Y

Held in common52.2%HDUS and DCOR

HDUS

DCOR

Hartford Disciplined US Equity ETF · $115MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

+23.2%3 years · per year$18,706 · $18,904+23.6%

[…]5 years · per year[…]

0.19%Expense ratio$19 · $17 on $10k · lower wins0.17%

1.41%12-mo yield$141 · $89 on $10k0.89%

−7.5%Worst dropSmaller wins−8.3%

11.5%VolatilityLower wins12.2%

3–2HDUS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsHDUS · DCOR

6.0%AAPL5.8%

6.0%NVDA5.7%

5.7%MSFT4.4%

3.2%AMZN2.7%

Held in common52.2%

End-of-day Nov 4, 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							5Y/yr
1	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.89%	+1.4%	+15.9%	+17.4%	+23.6%	new	−8.3%	$45.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDUS vs DCOR

HDUS

Hartford Disciplined US Equity

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureHDUSDCOR

Fee0.19%0.17%

Cost on $10k a year$19$17

Yield1.41%0.89%

5 years, per year[…][…]

3 years, per year+23.2%+23.6%

Worst drop · 1Y−7.5%−8.3%

Volatility · 1Y11.5%12.2%

3–2measures won
HDUS first

52.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HDUS, DCOR

Today

52.2%most shared, HDUS and DCOR

HDUSDCOR

HDUS—52.2%

DCOR52.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, HDUS

HDUS$141 − $19 = $122

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee