HDUS vs IVV

AHDUS

BIVV

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.43%HDUS · $143 on $10k

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

Held in common58.3%HDUS and IVV

HDUS

IVV

Hartford Disciplined US Equity ETF · $113MiShares Core S&P 500 ETF · $875B

+21.3%3 years · per year$17,841 · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

1.43%12-mo yield$143 · $111 on $10k1.11%

−7.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.8%

3–2HDUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDUS · IVV

6.3%AAPL7.9%

5.9%MSFT6.2%

5.5%NVDA7.1%

3.4%AMZN4.0%

Held in common58.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AHDUS	Hartford Disciplined US Equity ETFRead Desk	0.19%	1.43%	+2.3%	+11.6%	+13.3%	+21.3%	new	−7.5%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AHDUS	Hartford Disciplined US Equity ETFRead Desk	0.19%	1.43%	+2.3%	+11.6%	+13.3%	+21.3%	new	−7.5%	$113M

End-of-day Nov 9, 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

$17,545

MeasureHDUSIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.43%1.11%

5 years, per year[…]+11.9%

3 years, per year+21.3%+22.0%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.3%13.8%

3–2measures won
HDUS first

58.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: HDUS, IVV, SPY

Today

99.9%most shared, IVV and SPY

HDUSIVVSPY

HDUS—58.3%58.2%

IVV58.3%—99.9%

SPY58.2%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, HDUS

HDUS$143 − $19 = $124

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee