Compare · 2 funds side by side · dividends reinvested

HMOP and SPY

HMOPHartford×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

HMOP 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%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

Hartford Municipal Opportunities ETFBonds & Cash · Municipal0.29%3.58%+0.9%+1.3%+5.3%+1.4%−6.0%3.5%$828M1.6

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: HMOP 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Municipal Opportunities ETF · $828M$10,709

HMOP

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

HMOPMeasureSPY

+0.9%Year to dateJan 1 → Nov 5+8.3%

+1.3%1 yearTotal return+9.7%

+5.3%3 years · per year$10,000 became $11,685 · $18,174+22.0%

+1.4%5 years · per year$10,000 became $10,710 · $17,099+11.3%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

3.58%Trailing 12-mo yield$358 · $103 a year on $10k1.03%

−6.0%Worst dropSmaller is better−8.9%

3.5%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

HMOP vs SPY: Top 5 Holdings

Today

HMOP

[…]in top 5

SPY

in top 527.7%

HMOPStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

HMOP vs SPY Returns, Every Period

HartfordHMOP

+1.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

HMOPSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: HMOP vs SPY

YTD

HartfordHMOP

+0.9%

SPYSPDR

+8.3%

+0.9%Year to date+8.3%

−6.0%Worst drop · 1Y−8.9%

3.5%Volatility · 1Y13.6%

3.6%Yield1.0%

$828MAssets$805B

3–1HMOP wins

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

Cost, Income and Risk

Fees: HMOP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

HMOP0.29%$29

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

Yields: HMOP, SPY

3.58%highest, HMOP

FundTrailing yieldYield$10k

HMOP3.58%$358

SPY1.03%$103

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

Income After Fees on $10,000

$329most kept, HMOP

HMOP$358 − $29 = $329

SPY$103 − $9 = $94

KeptFee

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

Overlap: HMOP, SPY

Today

[…]holdings […]

HMOPSPY

HMOP—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

HMOPWorst drop−6.0%3.5% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

HMOPSPY

+0.9%Year to date+8.3%

3.6%Yield1.0%

+1.3%Past year+9.7%

0.29%Fee0.09%

3–1SPY 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