ROUS vs VIG

AROUS

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,234ROUS · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−6.0%ROUS · worst fall in 1Y

Held in common31.5%ROUS and VIG

ROUS

VIG

Hartford Multifactor US Equity ETF · $787MVanguard Dividend Appreciation ETF · $109B

+20.9%3 years · per year$17,675 · $16,814+18.9%

+11.5%5 years · per year$17,234 · $16,331+10.3%

0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%

1.33%12-mo yield$133 · $149 on $10k1.49%

−6.0%Worst dropSmaller wins−7.9%

12.0%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsROUS · VIG

1.5%AAPL4.9%

1.3%MSFT4.9%

1.1%CSCO1.9%

1.0%TXN1.1%

Held in common31.5%

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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.33%	−3.5%	+16.1%	+18.1%	+20.9%	+11.5%	−6.0%	$787M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.33%	−3.5%	+16.1%	+18.1%	+20.9%	+11.5%	−6.0%	$787M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

ROUS vs VIG

ROUS

Hartford Multifactor US Equity

$17,235

VIG

Vanguard Dividend Appreciation

$16,331

MeasureROUSVIG

Fee0.19%0.04%

Cost on $10k a year$19$4

Yield1.33%1.49%

5 years, per year+11.5%+10.3%

3 years, per year+20.9%+18.9%

Worst drop · 1Y−6.0%−7.9%

Volatility · 1Y12.0%10.8%

3–3measures won
level

31.5%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ROUS, VIG

Today

31.5%most shared, ROUS and VIG

ROUSVIG

ROUS—31.5%

VIG31.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

ROUS$133 − $19 = $114

KeptFee

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