HDUS vs SPYM

AHDUS

BSPYM

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.47%HDUS · $147 on $10k

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

Held in common58.6%HDUS and SPYM

HDUS

SPYM

Hartford Disciplined US Equity ETF · $115MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.3%3 years · per year$17,850 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.19%Expense ratio$19 · $2 on $10k · lower wins0.02%

1.47%12-mo yield$147 · $106 on $10k1.06%

−7.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.6%

3–2HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · SPYM

6.2%AAPL7.7%

6.0%MSFT6.2%

5.7%NVDA7.3%

3.4%AMZN3.9%

Held in common58.6%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.47%	−4.0%	+8.8%	+9.9%	+21.3%	new	−7.5%	$115M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.47%	−4.0%	+8.8%	+9.9%	+21.3%	new	−7.5%	$115M

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

Cards for this view

HDUS vs SPYM

HDUS

Hartford Disciplined US Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureHDUSSPYM

Fee0.19%0.02%

Cost on $10k a year$19$2

Yield1.47%1.06%

5 years, per year[…]+11.4%

3 years, per year+21.3%+22.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.1%13.6%

3–2measures won
HDUS first

58.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HDUS, SPYM

Today

58.6%most shared, HDUS and SPYM

HDUSSPYM

HDUS—58.6%

SPYM58.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$128most kept, HDUS

HDUS$147 − $19 = $128

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee