HFSI vs CGDV

AHFSI

BCGDV

Measures won3–2HFSI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · HFSI $11,308

Lowest cost0.06%SCHD · $6 on $10k

Most income5.80%HFSI · $580 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 · $39.5B

+9.0%3 years · per year$12,936 · $19,064+24.0%

+2.5%5 years · per year$11,308 · […][…]

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

5.80%12-mo yield$580 · $127 on $10k1.27%

−3.7%Worst dropSmaller wins−9.7%

3.7%VolatilityLower wins13.4%

3–2HFSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHFSI · CGDV

0.0%ORCL2.8%

Held in common0.0%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.80%	+0.6%	+0.1%	+0.7%	+9.0%	+2.5%	−3.7%	$1.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.80%	+0.6%	+0.1%	+0.7%	+9.0%	+2.5%	−3.7%	$1.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

End-of-day Nov 5, 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

$11,308

CGDV

Capital Group Dividend Value

[…]

MeasureHFSICGDV

Fee0.49%0.33%

Cost on $10k a year$49$33

Yield5.80%1.27%

5 years, per year+2.5%[…]

3 years, per year+9.0%+24.0%

Worst drop · 1Y−3.7%−9.7%

Volatility · 1Y3.7%13.4%

3–2measures won
HFSI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HFSI, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

HFSICGDVSCHD

HFSI—0.0%0.0%

CGDV0.0%—5.8%

SCHD0.0%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee