HFSI vs SPY

AHFSI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income5.79%HFSI · $579 on $10k

Smallest drop−3.7%HFSI · worst fall in 1Y

Held in common0.1%HFSI and SPY

HFSI

SPY

Hartford Strategic Income ETF · $1.2BState Street SPDR S&P 500 ETF · $778B

+8.4%3 years · per year$12,743 · $18,118+21.9%

+2.6%5 years · per year$11,361 · $17,493+11.8%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

5.79%12-mo yield$579 · $101 on $10k1.01%

−3.7%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHFSI · SPY

0.0%ORCL0.4%

0.0%NEE0.3%

Held in common0.1%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	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	AHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.79%	+0.3%	+0.3%	+0.9%	+8.4%	+2.6%	−3.7%	$1.2B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	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	AHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.79%	+0.3%	+0.3%	+0.9%	+8.4%	+2.6%	−3.7%	$1.2B

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

HFSI vs SPY

HFSI

Hartford Strategic Income

$11,361

SPY

SPDR S&P 500

$17,493

MeasureHFSISPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield5.79%1.01%

5 years, per year+2.6%+11.8%

3 years, per year+8.4%+21.9%

Worst drop · 1Y−3.7%−8.9%

Volatility · 1Y3.7%13.7%

3–3measures won
level

0.1%

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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: HFSI, SPY, VOO

Today

92.7%most shared, SPY and VOO

HFSISPYVOO

HFSI—0.1%0.1%

SPY0.1%—92.7%

VOO0.1%92.7%—

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

Income After Fees on $10,000

$530most kept, HFSI

HFSI$579 − $49 = $530

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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