HFSI vs CGDV

AHFSI

BCGDV

Measures won3–2HFSI wins · of 6 · 5Y

$10,000 · 5Y$11,283HFSI

Lowest cost0.33%CGDV · $33 on $10k

Most income5.83%HFSI · $583 on $10k

Smallest drop−3.7%HFSI · worst fall in 1Y

Held in common0.0%HFSI and CGDV

HFSI

CGDV

Hartford Strategic Income ETF · $1.2BCapital Group Dividend Value ETF · $38.8B

+8.7%3 years · per year$12,854 · $19,988+26.0%

+2.4%5 years · per year$11,283 · […][…]

0.49%Expense ratio$49 · $33 on $10k · lower wins0.33%

5.83%12-mo yield$583 · $123 on $10k1.23%

−3.7%Worst dropSmaller wins−9.7%

3.6%VolatilityLower wins12.6%

3–2HFSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsHFSI · CGDV

0.0%ORCL2.8%

Held in common0.0%

End-of-day Nov 3, 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	AHFSI	Hartford Strategic Income ETFRead Desk		0.49%	5.83%	−0.1%	−0.5%	+0.1%	+8.7%	+2.4%	−3.7%	$1.2B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	AHFSI	Hartford Strategic Income ETFRead Desk		0.49%	5.83%	−0.1%	−0.5%	+0.1%	+8.7%	+2.4%	−3.7%	$1.2B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

HFSI vs CGDV

HFSI

Hartford Strategic Income

$11,283

CGDV

Capital Group Dividend Value

[…]

MeasureHFSICGDV

Fee0.49%0.33%

Cost on $10k a year$49$33

Yield5.83%1.23%

5 years, per year+2.4%[…]

3 years, per year+8.7%+26.0%

Worst drop · 1Y−3.7%−9.7%

Volatility · 1Y3.6%12.6%

3–2measures won
HFSI first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: HFSI, CGDV

Today

0.0%most shared, HFSI and CGDV

HFSICGDV

HFSI—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$534most kept, HFSI

HFSI$583 − $49 = $534

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee