Compare · 2 funds side by side · dividends reinvested

HFSI and SPY

HFSIHartford×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

HFSI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.80%+0.1%+0.7%+9.0%+2.5%−3.7%3.7%$1.2B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: HFSI 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,308

HFSI

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HFSIMeasureSPY

+0.1%Year to dateJan 1 → Nov 4+13.3%

+0.7%1 yearTotal return+13.4%

+9.0%3 years · per year$10,000 became $12,936 · $19,132+24.1%

+2.5%5 years · per year$10,000 became $11,308 · $18,060+12.6%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

5.80%Trailing 12-mo yield$580 · $99 a year on $10k0.99%

−3.7%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer12.9%

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

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HFSI vs SPY: Top 5 Holdings

Today

HFSI

0.5%in top 5

SPY

in top 527.3%

HFSIStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.2%BKLNnot top 5

0.1%SRLNnot top 5

0.0%ORCLnot top 5

0.0%SYF-PBnot top 5

0.0%MS-PQnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

HFSI vs SPY Returns, Every Period

HartfordHFSI

+2.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

HFSISPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: HFSI vs SPY

YTD

HartfordHFSI

+0.1%

SPYSPDR

+13.3%

+0.1%Year to date+13.3%

−3.7%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y12.9%

5.8%Yield1.0%

$1.2BAssets$805B

3–1HFSI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFSI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

HFSI0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HFSI, SPY

5.80%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.80%$580

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HFSI, SPY

Today

0.0%most shared, HFSI and SPY

HFSISPY

HFSI—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

HFSIWorst drop−3.7%3.7% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HFSISPY

+0.1%Year to date+13.3%

5.8%Yield1.0%

+0.7%Past year+13.4%

0.49%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026