Compare · 2 funds side by side · dividends reinvested

HDUS and IVV

HDUSHartford×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

HDUS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Disciplined US Equity ETFUS Stock Styles · Large cap0.19%1.46%+9.1%+9.6%+21.0%[…]−7.5%12.1%$117M1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

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: HDUS 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Disciplined US Equity ETF · $117M[…]

HDUS

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 58.1% in common

HDUSMeasureIVV

+9.1%Year to dateJan 1 → Nov 6+8.7%

+9.6%1 yearTotal return+9.8%

+21.0%3 years · per year$10,000 became $17,722 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.46%Trailing 12-mo yield$146 · $114 a year on $10k1.14%

−7.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.6%

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

4–3HDUS wins

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

More Ways to See the Pairs

HDUS vs IVV: Top 5 Holdings

Today

HDUS

25.4%in top 5

IVV

in top 527.8%

HDUSStockIVV

6.4%AAPL7.9%

5.4%NVDA6.9%

6.0%MSFT6.3%

4.2%GOOGL2.6%

3.4%AMZN4.0%

Held in common58.1%

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

HDUS vs IVV Returns, Every Period

HartfordHDUS

+9.6%

past year

IVViShares

+9.8%

past year

HDUSIVVFaded: behind in that period

1–2IVV wins

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

Stocks vs Core: HDUS vs IVV

YTD

HartfordHDUS

+9.1%

IVViShares

+8.7%

+9.1%Year to date+8.7%

−7.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.6%

1.5%Yield1.1%

$117MAssets$850B

4–0HDUS wins

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

Cost, Income and Risk

Fees: HDUS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

HDUS0.19%$19

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

Yields: HDUS, IVV

1.46%highest, HDUS

FundTrailing yieldYield$10k

HDUS1.46%$146

IVV1.14%$114

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

Income After Fees on $10,000

$127most kept, HDUS

HDUS$146 − $19 = $127

IVV$114 − $3 = $111

KeptFee

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

Overlap: HDUS, IVV

Today

58.1%most shared, HDUS and IVV

HDUSIVV

HDUS—58.1%

IVV58.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

HDUSWorst drop−7.5%12.1% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

HDUSIVV

+9.1%Year to date+8.7%

1.5%Yield1.1%

+9.6%Past year+9.8%

0.19%Fee0.03%

2–2level

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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