HDUS vs IVV

AHDUS

BIVV

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.46%HDUS · $146 on $10k

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

Held in common58.1%HDUS and IVV

HDUS

IVV

Hartford Disciplined US Equity ETF · $117MiShares Core S&P 500 ETF · $850B

+21.0%3 years · per year$17,722 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.46%12-mo yield$146 · $114 on $10k1.14%

−7.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.6%

3–2HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · IVV

6.4%AAPL7.9%

6.0%MSFT6.3%

5.4%NVDA6.9%

3.4%AMZN4.0%

Held in common58.1%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.46%	+0.2%	+9.1%	+9.6%	+21.0%	new	−7.5%	$117M

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.46%	+0.2%	+9.1%	+9.6%	+21.0%	new	−7.5%	$117M

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

HDUS vs IVV

HDUS

Hartford Disciplined US Equity

[…]

IVV

iShares Core S&P 500

$17,177

MeasureHDUSIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.46%1.14%

5 years, per year[…]+11.4%

3 years, per year+21.0%+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.1%13.6%

3–2measures won
HDUS first

58.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: HDUS, IVV

Today

58.1%most shared, HDUS and IVV

HDUSIVV

HDUS—58.1%

IVV58.1%—

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

Income After Fees on $10,000

$127most kept, HDUS

HDUS$146 − $19 = $127

IVV$114 − $3 = $111

KeptFee

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