Compare · 2 funds side by side · dividends reinvested

HTRB and VOO

HTRBHartford×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

HTRB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Hartford Total Return Bond ETFBonds & Cash · Core aggregate0.29%4.84%−0.7%−0.3%+6.0%−0.0%−4.9%4.1%$2.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HTRB 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Total Return Bond ETF · $2.2B$9,991

HTRB

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HTRBMeasureVOO

−0.7%Year to dateJan 1 → Nov 4+13.4%

−0.3%1 yearTotal return+13.5%

+6.0%3 years · per year$10,000 became $11,927 · $19,172+24.2%

−0.0%5 years · per year$10,000 became $9,991 · $18,115+12.6%

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

4.84%Trailing 12-mo yield$484 · $105 a year on $10k1.05%

−4.9%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer12.8%

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

3–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTRB vs VOO: Top 5 Holdings

Today

HTRB

0.0%in top 5

VOO

in top 528.3%

HTRBStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.0%METAMnot top 5

0.0%DUKUnot top 5

0.0%GOOGMnot top 5

0.0%TMUSInot top 5

0.0%ORCLnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

HTRB vs VOO Returns, Every Period

HartfordHTRB

−0.0%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

HTRBVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: HTRB vs VOO

YTD

HartfordHTRB

−0.7%

VOOVanguard

+13.4%

−0.7%Year to date+13.4%

−4.9%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y12.8%

4.8%Yield1.1%

$2.2BAssets$1.00T

3–1HTRB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTRB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

HTRB0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HTRB, VOO

4.84%highest, HTRB

FundTrailing yieldYield$10k

HTRB4.84%$484

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$455most kept, HTRB

HTRB$484 − $29 = $455

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HTRB, VOO

Today

0.0%most shared, HTRB and VOO

HTRBVOO

HTRB—0.0%

VOO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

HTRBWorst drop−4.9%4.1% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HTRBVOO

−0.7%Year to date+13.4%

4.8%Yield1.1%

−0.3%Past year+13.5%

0.29%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026