HDUS vs VOO

AHDUS

BVOO

Measures won3–2HDUS wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.46%HDUS · $146 on $10k

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

Held in common57.4%HDUS and VOO

HDUS

VOO

Hartford Disciplined US Equity ETF · $117MVanguard S&P 500 ETF · $1.00T

+21.0%3 years · per year$17,722 · $18,079+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 · $110 on $10k1.10%

−7.5%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.5%

3–2HDUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHDUS · VOO

6.4%AAPL7.4%

6.0%MSFT5.8%

5.4%NVDA8.4%

3.4%AMZN3.7%

Held in common57.4%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	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
3	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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	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
3	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 VOO

HDUS

Hartford Disciplined US Equity

[…]

VOO

Vanguard S&P 500

$17,177

MeasureHDUSVOO

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.46%1.10%

5 years, per year[…]+11.4%

3 years, per year+21.0%+21.8%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.1%13.5%

3–2measures won
HDUS first

57.4%

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: HDUS, VOO, IVV

Today

92.2%most shared, VOO and IVV

HDUSVOOIVV

HDUS—57.4%58.1%

VOO57.4%—92.2%

IVV58.1%92.2%—

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

VOO$110 − $3 = $107

KeptFee

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