HFSI vs DGRO

AHFSI

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · HFSI $11,328

Lowest cost0.08%DGRO · $8 on $10k

Most income5.80%HFSI · $580 on $10k

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

Held in common0.1%HFSI and DGRO

HFSI

DGRO

Hartford Strategic Income ETF · $1.2BiShares Core Dividend Growth ETF · $44.9B

+8.6%3 years · per year$12,797 · $17,593+20.7%

+2.5%5 years · per year$11,328 · $16,835+11.0%

0.49%Expense ratio$49 · $8 on $10k · lower wins0.08%

5.80%12-mo yield$580 · $187 on $10k1.87%

−3.7%Worst dropSmaller wins−6.5%

3.7%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHFSI · DGRO

0.0%ORCL0.5%

0.0%NEE1.2%

Held in common0.1%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	AHFSI	Hartford Strategic Income ETFRead Desk		0.49%	5.80%	−0.1%	0.0%	+1.0%	+8.6%	+2.5%	−3.7%	$1.2B

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	AHFSI	Hartford Strategic Income ETFRead Desk		0.49%	5.80%	−0.1%	0.0%	+1.0%	+8.6%	+2.5%	−3.7%	$1.2B

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

HFSI vs DGRO

HFSI

Hartford Strategic Income

$11,328

DGRO

iShares Core Dividend Growth

$16,835

MeasureHFSIDGRO

Fee0.49%0.08%

Cost on $10k a year$49$8

Yield5.80%1.87%

5 years, per year+2.5%+11.0%

3 years, per year+8.6%+20.7%

Worst drop · 1Y−3.7%−6.5%

Volatility · 1Y3.7%10.2%

3–3measures won
level

0.1%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: HFSI, DGRO

Today

0.1%most shared, HFSI and DGRO

HFSIDGRO

HFSI—0.1%

DGRO0.1%—

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

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

DGRO$187 − $8 = $179

KeptFee

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