HDUS vs SCHB

AHDUS

BSCHB

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.41%HDUS · $141 on $10k

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

Held in common57.2%HDUS and SCHB

HDUS

SCHB

Hartford Disciplined US Equity ETF · $115MSchwab U.S. Broad Market ETF · $44.0B

+23.2%3 years · per year$18,706 · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.41%12-mo yield$141 · $104 on $10k1.04%

−7.5%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.1%

3–2HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · SCHB

6.0%NVDA6.8%

6.0%AAPL6.6%

5.7%MSFT5.3%

3.2%AMZN3.4%

Held in common57.2%

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
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

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
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

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 SCHB

HDUS

Hartford Disciplined US Equity

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureHDUSSCHB

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.41%1.04%

5 years, per year[…]+11.5%

3 years, per year+23.2%+24.0%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.5%13.1%

3–2measures won
HDUS first

57.2%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: HDUS, SCHB

Today

57.2%most shared, HDUS and SCHB

HDUSSCHB

HDUS—57.2%

SCHB57.2%—

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

SCHB$104 − $3 = $101

KeptFee

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