HDUS vs SCHB

AHDUS

BSCHB

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.46%HDUS · $146 on $10k

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

Held in common56.7%HDUS and SCHB

HDUS

SCHB

Hartford Disciplined US Equity ETF · $112MSchwab U.S. Broad Market ETF · $43.2B

+21.0%3 years · per year$17,722 · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

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

1.46%12-mo yield$146 · $109 on $10k1.09%

−7.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.8%

3–2HDUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDUS · SCHB

6.4%AAPL7.1%

6.0%MSFT5.6%

5.4%NVDA6.2%

3.4%AMZN3.6%

Held in common56.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AHDUS	Hartford Disciplined US Equity ETFRead Desk	0.19%	1.46%	+0.2%	+9.1%	+9.6%	+21.0%	new	−7.5%	$112M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AHDUS	Hartford Disciplined US Equity ETFRead Desk	0.19%	1.46%	+0.2%	+9.1%	+9.6%	+21.0%	new	−7.5%	$112M

End-of-day Nov 6, 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

$16,377

MeasureHDUSSCHB

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.46%1.09%

5 years, per year[…]+10.4%

3 years, per year+21.0%+21.6%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.1%13.8%

3–2measures won
HDUS first

56.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: HDUS, SCHB, VUG

Today

56.7%most shared, HDUS and SCHB

HDUSSCHBVUG

HDUS—56.7%43.2%

SCHB56.7%—50.0%

VUG43.2%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$127most kept, HDUS

HDUS$146 − $19 = $127

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee