HDUS vs VTV

AHDUS

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common26.3%HDUS and VTV

HDUS

VTV

Hartford Disciplined US Equity ETF · $113MVanguard Morningstar Value ETF · $184B

+21.0%3 years · per year$17,722 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

1.46%12-mo yield$146 · $187 on $10k1.87%

−7.5%Worst dropSmaller wins−6.4%

12.1%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · VTV

1.4%JNJ2.4%

1.1%JPM3.3%

1.0%KO1.3%

1.0%CSCO1.4%

Held in common26.3%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.46%	+0.2%	+9.1%	+9.6%	+21.0%	new	−7.5%	$113M

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.46%	+0.2%	+9.1%	+9.6%	+21.0%	new	−7.5%	$113M

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 VTV

HDUS

Hartford Disciplined US Equity

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureHDUSVTV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.46%1.87%

5 years, per year[…]+12.0%

3 years, per year+21.0%+20.9%

Worst drop · 1Y−7.5%−6.4%

Volatility · 1Y12.1%10.7%

4–1measures won
VTV first

26.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: HDUS, VTV

Today

26.3%most shared, HDUS and VTV

HDUSVTV

HDUS—26.3%

VTV26.3%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

HDUS$146 − $19 = $127

KeptFee

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