Compare2 funds · 1 pair
Picked · 2YTD
HTRBvsVOOVersus · 5Y · 0.0% held in commonLevel3–3 on 6
Close to theseFee · YTD
Best of the twoNov 6
  • Lowest cost$ a year on $10kVOO 0.03%
  • Most incometrailing 12-month yieldHTRB 4.83%
  • Best 5 yearsper yearVOO +11.4%
  • Smallest drop · 1Yworst fall in the past yearHTRB −4.9%
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 vs VOO

5Y
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
$10k startVOO $17.2kHTRB $10.0kOct 2021Nov 2026
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
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Both

5Y2 funds
#Trend
1BVOOVanguard S&P 500 ETFReadDesk0.03%1.10%+0.3%+8.7%+9.8%+21.8%+11.4%−8.9%$1.00T
2AHTRBHartford Total Return Bond ETFReadDesk0.29%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
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Cards for this view

HTRB vs VOO

5Y
Hartford Total Return Bond
$10,025
Vanguard S&P 500
$17,177
$10k$15kNov 2021Nov 2026$10,025$17,177$10k$15kNov 2021Nov 2026$10,025$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
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SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
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VOO vs IVV

YTD
VanguardVOO
+8.7%
IVViShares
+8.7%
Jan 1Nov 6+8.7%+8.7%
+8.7%Year to date+8.7%
1.1%Yield1.1%
$1.00TAssets$853B
0–0level
End-of-day Nov 6, 2026
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SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
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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
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Income After Fees on $10,000

1Y
$454most kept, HTRB
HTRB$483 − $29 = $454
VOO$110 − $3 = $107
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
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