HFSI vs CGDV

AHFSI

BCGDV

Measures won3–2HFSI wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · HFSI $11,361

Lowest cost0.04%VYM · $4 on $10k

Most income5.79%HFSI · $579 on $10k

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

Held in common0.1%HFSI and CGDV

HFSI

CGDV

Hartford Strategic Income ETF · $1.2BCapital Group Dividend Value ETF · $37.8B

+8.4%3 years · per year$12,743 · $18,934+23.7%

+2.6%5 years · per year$11,361 · […][…]

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

5.79%12-mo yield$579 · $124 on $10k1.24%

−3.7%Worst dropSmaller wins−9.7%

3.7%VolatilityLower wins13.5%

3–2HFSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHFSI · CGDV

0.0%ORCL2.8%

0.0%NEE1.0%

Held in common0.1%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.79%	+0.3%	+0.3%	+0.9%	+8.4%	+2.6%	−3.7%	$1.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.79%	+0.3%	+0.3%	+0.9%	+8.4%	+2.6%	−3.7%	$1.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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

HFSI vs CGDV

HFSI

Hartford Strategic Income

$11,361

CGDV

Capital Group Dividend Value

[…]

MeasureHFSICGDV

Fee0.49%0.33%

Cost on $10k a year$49$33

Yield5.79%1.24%

5 years, per year+2.6%[…]

3 years, per year+8.4%+23.7%

Worst drop · 1Y−3.7%−9.7%

Volatility · 1Y3.7%13.5%

3–2measures won
HFSI first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: HFSI, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

HFSICGDVVYM

HFSI—0.1%0.1%

CGDV0.1%—22.8%

VYM0.1%22.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$530most kept, HFSI

HFSI$579 − $49 = $530

VYM$226 − $4 = $222

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee