VIG vs HFSI

AVIG

BHFSI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · HFSI $11,308

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%VIG and HFSI

VIG

HFSI

Vanguard Dividend Appreciation ETF · $109BHartford Strategic Income ETF · $1.2B

+18.9%3 years · per year$16,814 · $12,936+9.0%

+10.3%5 years · per year$16,331 · $11,308+2.5%

0.04%Expense ratio$4 · $49 on $10k · lower wins0.49%

1.49%12-mo yield$149 · $580 on $10k5.80%

−7.9%Worst dropSmaller wins−3.7%

10.8%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · HFSI

1.1%ORCL0.0%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BHFSI	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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BHFSI	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

VIG vs HFSI

VIG

Vanguard Dividend Appreciation

$16,331

HFSI

Hartford Strategic Income

$11,308

MeasureVIGHFSI

Fee0.04%0.49%

Cost on $10k a year$4$49

Yield1.49%5.80%

5 years, per year+10.3%+2.5%

3 years, per year+18.9%+9.0%

Worst drop · 1Y−7.9%−3.7%

Volatility · 1Y10.8%3.7%

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%

$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: VIG, HFSI

Today

0.0%most shared, VIG and HFSI

VIGHFSI

VIG—0.0%

HFSI0.0%—

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

VIG$149 − $4 = $145

KeptFee

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