HTRB vs VOO

AHTRB

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · HTRB $10,025

Lowest cost0.03%VOO · $3 on $10k

Most income4.83%HTRB · $483 on $10k

Smallest drop−4.9%HTRB · worst fall in 1Y

Held in common0.0%HTRB and VOO

HTRB

VOO

Hartford Total Return Bond ETF · $2.2BVanguard S&P 500 ETF · $1.00T

+5.7%3 years · per year$11,800 · $18,079+21.8%

+0.0%5 years · per year$10,025 · $17,177+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

4.83%12-mo yield$483 · $110 on $10k1.10%

−4.9%Worst dropSmaller wins−8.9%

4.1%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHTRB · VOO

0.0%ORCL0.4%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	AHTRB	Hartford Total Return Bond ETFRead Desk		0.29%	4.83%	−0.1%	−0.6%	0.0%	+5.7%	0.0%	−4.9%	$2.2B

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AHTRB	Hartford Total Return Bond ETFRead Desk		0.29%	4.83%	−0.1%	−0.6%	0.0%	+5.7%	0.0%	−4.9%	$2.2B

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

HTRB vs VOO

HTRB

Hartford Total Return Bond

$10,025

VOO

Vanguard S&P 500

$17,177

MeasureHTRBVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield4.83%1.10%

5 years, per year+0.0%+11.4%

3 years, per year+5.7%+21.8%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y4.1%13.5%

3–3measures won
level

0.0%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: HTRB, VOO

Today

0.0%most shared, HTRB and VOO

HTRBVOO

HTRB—0.0%

VOO0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, HTRB

HTRB$483 − $29 = $454

VOO$110 − $3 = $107

KeptFee

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