HFSI vs VYM

AHFSI

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,002VYM · HFSI $11,308

Lowest cost0.04%VYM · $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 VYM

HFSI

VYM

Hartford Strategic Income ETF · $1.2BVanguard High Dividend Yield ETF · $78.9B

+9.0%3 years · per year$12,936 · $17,266+20.0%

+2.5%5 years · per year$11,308 · $17,002+11.2%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

5.80%12-mo yield$580 · $230 on $10k2.30%

−3.7%Worst dropSmaller wins−6.7%

3.7%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHFSI · VYM

0.0%ORCL1.0%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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

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 VYM

HFSI

Hartford Strategic Income

$11,308

VYM

Vanguard High Dividend Yield

$17,002

MeasureHFSIVYM

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield5.80%2.30%

5 years, per year+2.5%+11.2%

3 years, per year+9.0%+20.0%

Worst drop · 1Y−3.7%−6.7%

Volatility · 1Y3.7%10.6%

3–3measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: HFSI, VYM

Today

0.0%most shared, HFSI and VYM

HFSIVYM

HFSI—0.0%

VYM0.0%—

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

VYM$230 − $4 = $226

KeptFee

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