HTAB vs VIG

AHTAB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · HTAB $10,315

Lowest cost0.04%VIG · $4 on $10k

Most income3.89%HTAB · $389 on $10k

Smallest drop−6.4%HTAB · worst fall in 1Y

Held in common[…]HTAB and VIG

HTAB

VIG

Hartford Schroders Tax-Aware Bond ETF · $225MVanguard Dividend Appreciation ETF · $109B

+4.8%3 years · per year$11,498 · $16,775+18.8%

+0.6%5 years · per year$10,315 · $16,638+10.7%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

3.89%12-mo yield$389 · $146 on $10k1.46%

−6.4%Worst dropSmaller wins−7.9%

4.1%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHTAB · VIG

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AHTAB	Hartford Schroders Tax-Aware Bond ETFRead Desk		0.39%	3.89%	−0.1%	+0.5%	+0.4%	+4.8%	+0.6%	−6.4%	$225M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AHTAB	Hartford Schroders Tax-Aware Bond ETFRead Desk		0.39%	3.89%	−0.1%	+0.5%	+0.4%	+4.8%	+0.6%	−6.4%	$225M

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

HTAB vs VIG

HTAB

Hartford Schroders Tax-Aware Bond

$10,315

VIG

Vanguard Dividend Appreciation

$16,638

MeasureHTABVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield3.89%1.46%

5 years, per year+0.6%+10.7%

3 years, per year+4.8%+18.8%

Worst drop · 1Y−6.4%−7.9%

Volatility · 1Y4.1%11.0%

3–3measures won
level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: HTAB, VIG

Today

[…]holdings […]

HTABVIG

HTAB—[…]

VIG[…]—

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

Income After Fees on $10,000

$350most kept, HTAB

HTAB$389 − $39 = $350

VIG$146 − $4 = $142

KeptFee

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