HDUS vs VUG

AHDUS

BVUG

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%HDUS · $146 on $10k

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

Held in common43.2%HDUS and VUG

HDUS

VUG

Hartford Disciplined US Equity ETF · $112MVanguard Morningstar Growth ETF · $233B

+21.0%3 years · per year$17,722 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

1.46%12-mo yield$146 · $42 on $10k0.42%

−7.5%Worst dropSmaller wins−15.1%

12.1%VolatilityLower wins19.0%

3–2HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · VUG

6.4%AAPL12.5%

6.0%MSFT9.7%

5.4%NVDA13.5%

4.2%GOOGL5.2%

Held in common43.2%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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 VUG

HDUS

Hartford Disciplined US Equity

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureHDUSVUG

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.46%0.42%

5 years, per year[…]+10.0%

3 years, per year+21.0%+22.6%

Worst drop · 1Y−7.5%−15.1%

Volatility · 1Y12.1%19.0%

3–2measures won
HDUS first

43.2%

holdings shared

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HDUS, VUG

Today

43.2%most shared, HDUS and VUG

HDUSVUG

HDUS—43.2%

VUG43.2%—

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

VUG$42 − $3 = $39

KeptFee

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