Compare · 3 funds side by side · dividends reinvested

HQGO, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

HQGO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.9

Hartford US Quality Growth ETFUS Stock Styles · Growth0.34%0.53%+7.2%+7.2%[…][…]−10.4%15.0%$5M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: HQGO 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Hartford US Quality Growth ETF · $5M[…]

HQGO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 54.9% in common

HQGOMeasureSPYM

+7.2%Year to dateJan 1 → Nov 6+8.8%

+7.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.34%Expense ratio$34 · $2 a year on $10k · lower is better0.02%

0.53%Trailing 12-mo yield$53 · $105 a year on $10k1.05%

−10.4%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer13.6%

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

0–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HQGO vs SPYM: Top 5 Holdings

Today

HQGO

24.6%in top 5

SPYM

in top 527.8%

HQGOStockSPYM

5.8%AAPL7.9%

4.6%NVDA6.9%

5.2%MSFT6.3%

4.8%AMZN4.0%

4.2%GOOGL2.6%

Held in common54.9%

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

HQGO vs SPYM Returns, Every Period

HartfordHQGO

+7.2%

past year

SPYMSPDR

+9.8%

past year

HQGOSPYMFaded: behind in that period

0–2SPYM wins

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

Stocks vs Core: HQGO vs SPYM

YTD

HartfordHQGO

+7.2%

SPYMSPDR

+8.8%

+7.2%Year to date+8.8%

−10.4%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y13.6%

0.5%Yield1.1%

$4.8MAssets$178B

4–0SPYM wins

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

Cost, Income and Risk

Fees: HQGO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

HQGO0.34%$34

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

Yields: HQGO, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

HQGO0.53%$53

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

HQGO$53 − $34 = $19

KeptFee

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

Overlap: HQGO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

HQGOSPYMSPY

HQGO—54.9%54.9%

SPYM54.9%—99.9%

SPY54.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

HQGOWorst drop−10.4%15.0% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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