Compare · 2 funds side by side · dividends reinvested

HFSI and SPYM

HFSIHartford×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

HFSI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

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 5, 2026 · returns include dividends · since: HFSI 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

HFSI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

HFSIMeasureSPYM

+0.1%Year to dateJan 1 → Nov 5+8.4%

+0.7%1 yearTotal return+9.8%

+9.0%3 years · per year$10,000 became $12,936 · $18,222+22.1%

+2.5%5 years · per year$10,000 became $11,308 · $17,164+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

5.80%Trailing 12-mo yield$580 · $106 a year on $10k1.06%

−3.7%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

HFSI vs SPYM: Top 5 Holdings

Today

HFSI

0.4%in top 5

SPYM

in top 527.7%

HFSIStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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 5, 2026 · share of each fund

HFSI vs SPYM Returns, Every Period

HartfordHFSI

+2.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

HFSISPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: HFSI vs SPYM

YTD

HartfordHFSI

+0.1%

SPYMSPDR

+8.4%

+0.1%Year to date+8.4%

−3.7%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y13.6%

5.8%Yield1.1%

$1.2BAssets$182B

3–1HFSI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFSI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

HFSI0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HFSI, SPYM

5.80%highest, HFSI

FundTrailing yieldYield$10k

HFSI5.80%$580

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$531most kept, HFSI

HFSI$580 − $49 = $531

SPYM$106 − $2 = $104

KeptFee

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

Overlap: HFSI, SPYM

Today

0.0%most shared, HFSI and SPYM

HFSISPYM

HFSI—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

HFSIWorst drop−3.7%3.7% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

HFSISPYM

+0.1%Year to date+8.4%

5.8%Yield1.1%

+0.7%Past year+9.8%

0.49%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026