Compare · 3 funds side by side · dividends reinvested

HMOP, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

HMOP, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

Hartford Municipal Opportunities ETFBonds & Cash · Municipal0.29%3.58%+1.1%+1.6%+5.2%+1.4%−6.0%3.5%$850M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: HMOP 2017 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Municipal Opportunities ETF · $850M$10,717

HMOP

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested

HMOPMeasureIVV

+1.1%Year to dateJan 1 → Nov 9+11.3%

+1.6%1 yearTotal return+13.6%

+5.2%3 years · per year$10,000 became $11,651 · $18,159+22.0%

+1.4%5 years · per year$10,000 became $10,717 · $17,545+11.9%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

3.58%Trailing 12-mo yield$358 · $111 a year on $10k1.11%

−6.0%Worst dropSmaller is better−8.9%

3.5%VolatilityLower is calmer13.8%

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

3–5IVV wins

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

More Ways to See the Pairs

HMOP vs IVV: Top 5 Holdings

Today

HMOP

[…]in top 5

IVV

in top 527.8%

HMOPStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

HMOP vs IVV Returns, Every Period

HartfordHMOP

+1.4%

5 years, per year

IVViShares

+11.9%

5 years, per year

HMOPIVVFaded: behind in that period

0–4IVV wins

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

Bonds vs Core: HMOP vs IVV

YTD

HartfordHMOP

+1.1%

IVViShares

+11.3%

+1.1%Year to date+11.3%

−6.0%Worst drop · 1Y−8.9%

3.5%Volatility · 1Y13.8%

3.6%Yield1.1%

$850MAssets$875B

3–1HMOP wins

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

Cost, Income and Risk

Fees: HMOP, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

HMOP0.29%$29

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

Yields: HMOP, IVV, SPY

3.58%highest, HMOP

FundTrailing yieldYield$10k

HMOP3.58%$358

IVV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$329most kept, HMOP

HMOP$358 − $29 = $329

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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

Overlap: HMOP, IVV, SPY

Today

99.9%most shared, IVV and SPY

HMOPIVVSPY

HMOP—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

HMOPWorst drop−6.0%3.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

HMOPIVV

+1.1%Year to date+11.3%

3.6%Yield1.1%

+1.6%Past year+13.6%

0.29%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

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