Compare · 3 funds side by side · dividends reinvested

HFSI, USOY and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

HFSI, USOY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.79%+0.3%+0.9%+8.4%+2.6%−3.7%3.7%$1.2B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.24%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: HFSI 2021 · USOY 2024 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,361

HFSI

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

HFSIMeasureUSOY

+0.3%Year to dateJan 1 → Nov 9+56.2%

+0.9%1 yearTotal return+56.2%

+8.4%3 years · per year$10,000 became $12,743 · […][…]

+2.6%5 years · per year$10,000 became $11,361 · […][…]

0.49%Expense ratio$49 · $112 a year on $10k · lower is better1.12%

5.79%Trailing 12-mo yield$579 · $5,424 a year on $10k54.24%

−3.7%Worst dropSmaller is better−25.5%

3.7%VolatilityLower is calmer39.1%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HFSI vs USOY: Top 5 Holdings

Today

HFSI

0.4%in top 5

USOY

in top 5[…]

HFSIStockUSOY

0.2%BKLNnot top 5

0.1%SRLNnot top 5

0.0%SYF-PBnot top 5

0.0%ORCLnot top 5

0.0%MS-PQnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

HFSI vs USOY Returns, Every Period

HartfordHFSI

+0.9%

past year

USOYDefiance

+56.2%

past year

HFSIUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

HFSI vs USOY

YTD

HartfordHFSI

+0.3%

USOYDefiance

+56.2%

+0.3%Year to date+56.2%

−3.7%Worst drop · 1Y−25.5%

3.7%Volatility · 1Y39.1%

5.8%Yield54.2%

$1.2BAssets$74.7M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HFSI, USOY, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

HFSI0.49%$49

USOY1.12%$112

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HFSI, USOY, VYM

54.24%highest, USOY

FundTrailing yieldYield$10k

USOY54.24%$5,424

HFSI5.79%$579

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,312most kept, USOY

USOY$5,424 − $112 = $5,312

HFSI$579 − $49 = $530

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HFSI, USOY, VYM

Today

0.1%most shared, HFSI and VYM

HFSIUSOYVYM

HFSI—[…]0.1%

USOY[…]—[…]

VYM0.1%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+56.2%USOY, at 39.1% volatility

HFSIWorst drop−3.7%3.7% vol

VYMWorst drop−6.7%10.8% vol

USOYWorst drop−25.5%39.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYVYM

+56.2%Year to date+15.4%

54.2%Yield2.3%

+56.2%Past year+19.5%

1.12%Fee0.04%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026