ACVU vs SPY

AACVU

BSPY

Measures won3–2ACVU wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.66%ACVU · $166 on $10k

Smallest drop−7.5%ACVU · worst fall in 1Y

Held in common33.3%ACVU and SPY

ACVU

SPY

Hartford Quality Value ETF · $278MState Street SPDR S&P 500 ETF · $819B

+18.7%3 years · per year$16,730 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

1.66%12-mo yield$166 · $103 on $10k1.03%

−7.5%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

3–2ACVU wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVU · SPY

7.6%MSFT6.3%

4.8%AAPL7.9%

6.8%AMZN4.0%

2.2%BRK-B1.7%

Held in common33.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AACVU	Hartford Quality Value ETFRead Desk		0.45%	1.66%	−0.3%	+18.4%	+23.5%	+18.7%	new	−7.5%	$278M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AACVU	Hartford Quality Value ETFRead Desk		0.45%	1.66%	−0.3%	+18.4%	+23.5%	+18.7%	new	−7.5%	$278M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVU vs SPY

ACVU

Hartford Quality Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureACVUSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield1.66%1.03%

5 years, per year[…]+11.3%

3 years, per year+18.7%+21.7%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.5%13.6%

3–2measures won
ACVU first

33.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ACVU, SPY

Today

33.3%most shared, ACVU and SPY

ACVUSPY

ACVU—33.3%

SPY33.3%—

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

Income After Fees on $10,000

$121most kept, ACVU

ACVU$166 − $45 = $121

SPY$103 − $9 = $94

KeptFee

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