Compare · 3 funds side by side · dividends reinvested

HDUS, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeHDUS · 1.43% · $143 a year on $10k

Story of the three · RiskSmallest drop

HDUS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.8

Hartford Disciplined US Equity ETFUS Stock Styles · Large cap0.19%1.43%+11.4%+12.9%+20.8%[…]−7.5%12.3%$113M1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: HDUS 2022 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hartford Disciplined US Equity ETF · $113M[…]

HDUS

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested · they hold 58.4% in common

HDUSMeasure

More Ways to See the Pairs

HDUS vs SPY: Top 5 Holdings

Today

HDUS

25.0%in top 5

SPY

in top 527.3%

HDUSStockSPY

6.3%AAPL7.9%

5.2%NVDA6.6%

6.0%MSFT6.2%

4.1%GOOGL2.6%

3.4%

Cost, Income and Risk

Fees: HDUS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

HDUS0.19%$19

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

Yields: HDUS, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPY

+11.4%Year to dateJan 1 → Nov 10+10.8%

+12.9%1 yearTotal return+13.0%

+20.8%3 years · per year$10,000 became $17,619 · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.19%Expense ratio$19 · $9 a year on $10k · lower is better0.09%

1.43%Trailing 12-mo yield$143 · $101 a year on $10k1.01%

−7.5%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer13.8%

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

4–3HDUS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AMZN

4.0%

Held in common58.4%

End-of-day Nov 10, 2026 · share of each fund

HDUS vs SPY Returns, Every Period

1Y

HartfordHDUS

+12.9%

past year

SPYSPDR

+13.0%

past year

HDUSSPYFaded: behind in that period

1–2SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: HDUS vs IVV

YTD

HartfordHDUS

+11.4%

IVViShares

+10.9%

+11.4%Year to date+10.9%

−7.5%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y13.8%

1.4%Yield1.1%

$113MAssets$875B

4–0HDUS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.43%highest, HDUS

FundTrailing yieldYield$10k

HDUS1.43%$143

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$124most kept, HDUS

HDUS$143 − $19 = $124

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: HDUS, SPY, IVV

Today

99.9%most shared, SPY and IVV

HDUSSPYIVV

HDUS—58.4%58.4%

SPY58.4%—99.9%

IVV58.4%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

HDUSWorst drop−7.5%12.3% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

HDUSIVV

+11.4%Year to date+10.9%

1.4%Yield1.1%

+12.9%Past year+13.0%

0.19%Fee0.03%

2–2level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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HDUS, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three