HDUS vs SCHD

AHDUS

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common11.9%HDUS and SCHD

HDUS

SCHD

Hartford Disciplined US Equity ETF · $113MSchwab U.S. Dividend Equity ETF · $120B

+21.3%3 years · per year$17,841 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

1.43%12-mo yield$143 · $296 on $10k2.96%

−7.5%Worst dropSmaller wins−6.9%

12.3%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDUS · SCHD

1.2%VZ3.6%

1.2%PEP4.0%

1.0%KO4.3%

0.9%EOG1.9%

Held in common11.9%

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AHDUS	Hartford Disciplined US Equity ETFRead Desk	0.19%	1.43%	+2.3%	+11.6%	+13.3%	+21.3%	new	−7.5%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AHDUS	Hartford Disciplined US Equity ETFRead Desk	0.19%	1.43%	+2.3%	+11.6%	+13.3%	+21.3%	new	−7.5%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDUS vs SCHD

HDUS

Hartford Disciplined US Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureHDUSSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield1.43%2.96%

5 years, per year[…]+10.5%

3 years, per year+21.3%+19.6%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y12.3%11.8%

4–1measures won
SCHD first

11.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HDUS, SCHD, VIG

Today

35.4%most shared, HDUS and VIG

HDUSSCHDVIG

HDUS—11.9%35.4%

SCHD11.9%—14.5%

VIG35.4%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

HDUS$143 − $19 = $124

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee