Compare · 2 funds side by side · dividends reinvested

HFSI and USOY

HFSIHartford×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,328HFSI · best of the two

02 / 04

HFSI and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Strategic Income ETFIncome · Dividend stocks0.49%5.80%+0.0%+1.0%+8.6%+2.5%−3.7%3.7%$1.2B1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M1.5

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: HFSI 2021 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Strategic Income ETF · $1.2B$11,328

HFSI

USOY

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

$10,000 five years ago, dividends reinvested

HFSIMeasureUSOY

+0.0%Year to dateJan 1 → Nov 6+61.1%

+1.0%1 yearTotal return+60.0%

+8.6%3 years · per year$10,000 became $12,797 · […][…]

+2.5%5 years · per year$10,000 became $11,328 · […][…]

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

5.80%Trailing 12-mo yield$580 · $5,352 a year on $10k53.52%

−3.7%Worst dropSmaller is better−25.5%

3.7%VolatilityLower is calmer39.0%

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

3–3Level

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

HFSI vs USOY Returns, Every Period

HartfordHFSI

+1.0%

past year

USOYDefiance

+60.0%

past year

HFSIUSOYFaded: behind in that period

0–2USOY wins

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

HFSI vs USOY

YTD

HartfordHFSI

+0.0%

USOYDefiance

+61.1%

+0.0%Year to date+61.1%

−3.7%Worst drop · 1Y−25.5%

3.7%Volatility · 1Y39.0%

5.8%Yield53.5%

$1.2BAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: HFSI, USOY

Today

0.49%lowest, HFSI

FundExpense ratioFee$10k

HFSI0.49%$49

USOY1.12%$112

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

Yields: HFSI, USOY

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

HFSI5.80%$580

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

HFSI$580 − $49 = $531

KeptFee

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

Overlap: HFSI, USOY

Today

[…]holdings […]

HFSIUSOY

HFSI—[…]

USOY[…]—

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

Return vs Bumpiness: 2 ETFs

+60.0%USOY, at 39.0% volatility

HFSIWorst drop−3.7%3.7% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYHFSI

+61.1%Year to date+0.0%

53.5%Yield5.8%

+60.0%Past year+1.0%

1.12%Fee0.49%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026