HFSI vs SCHD

AHFSI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.80%HFSI · $580 on $10k

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

Held in common0.0%HFSI and SCHD

HFSI

SCHD

Hartford Strategic Income ETF · $1.2BSchwab U.S. Dividend Equity ETF · $120B

+8.6%3 years · per year$12,797 · $17,266+20.0%

+2.5%5 years · per year$11,328 · $16,267+10.2%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.80%12-mo yield$580 · $300 on $10k3.00%

−3.7%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHFSI · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	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 SCHD

HFSI

Hartford Strategic Income

$11,328

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureHFSISCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.80%3.00%

5 years, per year+2.5%+10.2%

3 years, per year+8.6%+20.0%

Worst drop · 1Y−3.7%−6.9%

Volatility · 1Y3.7%11.7%

3–3measures won
level

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HFSI, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

HFSISCHDVIG

HFSI—0.0%0.1%

SCHD0.0%—14.5%

VIG0.1%14.5%—

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

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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