HDUS vs VOO

AHDUS

BVOO

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.41%HDUS · $141 on $10k

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

Held in common58.5%HDUS and VOO

HDUS

VOO

Hartford Disciplined US Equity ETF · $115MVanguard S&P 500 ETF · $1.00T

+23.2%3 years · per year$18,706 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

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

1.41%12-mo yield$141 · $105 on $10k1.05%

−7.5%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins12.8%

3–2HDUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDUS · VOO

6.0%NVDA8.4%

6.0%AAPL7.4%

5.7%MSFT5.8%

3.2%AMZN3.7%

Held in common58.5%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AHDUS	Hartford Disciplined US Equity ETFRead Desk		0.19%	1.41%	+1.5%	+13.3%	+13.2%	+23.2%	new	−7.5%	$115M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDUS vs VOO

HDUS

Hartford Disciplined US Equity

[…]

VOO

Vanguard S&P 500

$18,115

MeasureHDUSVOO

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.41%1.05%

5 years, per year[…]+12.6%

3 years, per year+23.2%+24.2%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.5%12.8%

3–2measures won
HDUS first

58.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: HDUS, VOO

Today

58.5%most shared, HDUS and VOO

HDUSVOO

HDUS—58.5%

VOO58.5%—

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

Income After Fees on $10,000

$122most kept, HDUS

HDUS$141 − $19 = $122

VOO$105 − $3 = $102

KeptFee

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