Compare · 2 funds side by side · dividends reinvested

ACVU and SPY

ACVUHartford×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

ACVU and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Quality Value ETFUS Stock Styles · Value0.45%1.66%+18.4%+23.5%+18.7%[…]−7.5%11.5%$278M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ACVU 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Quality Value ETF · $278M[…]

ACVU

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

ACVUMeasureSPY

+18.4%Year to dateJan 1 → Nov 6+8.7%

+23.5%1 yearTotal return+9.7%

+18.7%3 years · per year$10,000 became $16,730 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

1.66%Trailing 12-mo yield$166 · $103 a year on $10k1.03%

−7.5%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.6%

ACVUSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2ACVU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVU vs SPY: Top 5 Holdings

Today

ACVU

25.2%in top 5

SPY

in top 527.8%

ACVUStockSPY

4.8%AAPL7.9%

7.6%MSFT6.3%

not top 5NVDA6.9%

6.8%AMZN4.0%

3.5%0VQD.Lnot top 5

not top 5GOOGL2.6%

2.5%ABBVnot top 5

Held in common33.3%

End-of-day Nov 6, 2026 · share of each fund

ACVU vs SPY Returns, Every Period

HartfordACVU

+23.5%

past year

SPYSPDR

+9.7%

past year

ACVUSPYFaded: behind in that period

2–1ACVU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ACVU vs SPY

YTD

HartfordACVU

+18.4%

SPYSPDR

+8.7%

+18.4%Year to date+8.7%

−7.5%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.6%

1.7%Yield1.0%

$278MAssets$819B

4–0ACVU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVU, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ACVU0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACVU, SPY

1.66%highest, ACVU

FundTrailing yieldYield$10k

ACVU1.66%$166

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, ACVU

ACVU$166 − $45 = $121

SPY$103 − $9 = $94

KeptFee

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

Overlap: ACVU, SPY

Today

33.3%most shared, ACVU and SPY

ACVUSPY

ACVU—33.3%

SPY33.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.5%ACVU, at 11.5% volatility

ACVUWorst drop−7.5%11.5% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ACVUSPY

+18.4%Year to date+8.7%

1.7%Yield1.0%

+23.5%Past year+9.7%

0.45%Fee0.09%

3–1ACVU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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