HDUS vs VIG

AHDUS

BVIG

Measures won2–3VIG 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 common35.4%HDUS and VIG

HDUS

VIG

Hartford Disciplined US Equity ETF · $113MVanguard Dividend Appreciation ETF · $109B

+21.3%3 years · per year$17,841 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

1.43%12-mo yield$143 · $146 on $10k1.46%

−7.5%Worst dropSmaller wins−7.9%

12.3%VolatilityLower wins11.0%

2–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDUS · VIG

5.9%MSFT4.9%

6.3%AAPL4.9%

2.0%AVGO4.3%

1.4%JNJ2.8%

Held in common35.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
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 VIG

HDUS

Hartford Disciplined US Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureHDUSVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.43%1.46%

5 years, per year[…]+10.7%

3 years, per year+21.3%+18.8%

Worst drop · 1Y−7.5%−7.9%

Volatility · 1Y12.3%11.0%

3–2measures won
VIG first

35.4%

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%

$45.5BAssets$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, VIG, SCHD

Today

35.4%most shared, HDUS and VIG

HDUSVIGSCHD

HDUS—35.4%11.9%

VIG35.4%—14.5%

SCHD11.9%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