ROUS vs SPY

AROUS

BSPY

Measures won3–2ROUS wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · ROUS $17,102

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%ROUS · $134 on $10k

Smallest drop−6.0%ROUS · worst fall in 1Y

Held in common42.0%ROUS and SPY

ROUS

SPY

Hartford Multifactor US Equity ETF · $787MState Street SPDR S&P 500 ETF · $819B

+20.4%3 years · per year$17,463 · $18,039+21.7%

+11.3%5 years · per year$17,102 · $17,118+11.3%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $103 on $10k1.03%

−6.0%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.6%

3–2ROUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsROUS · SPY

1.5%AAPL7.9%

1.3%MSFT6.3%

1.0%GOOGL2.6%

0.9%NVDA6.9%

Held in common42.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.34%	−0.3%	+15.7%	+16.6%	+20.4%	+11.3%	−6.0%	$787M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.34%	−0.3%	+15.7%	+16.6%	+20.4%	+11.3%	−6.0%	$787M

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

ROUS vs SPY

ROUS

Hartford Multifactor US Equity

$17,102

SPY

SPDR S&P 500

$17,118

MeasureROUSSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield1.34%1.03%

5 years, per year+11.3%+11.3%

3 years, per year+20.4%+21.7%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y11.9%13.6%

3–2measures won
ROUS first

42.0%

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

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: ROUS, SPY

Today

42.0%most shared, ROUS and SPY

ROUSSPY

ROUS—42.0%

SPY42.0%—

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

Income After Fees on $10,000

$115most kept, ROUS

ROUS$134 − $19 = $115

SPY$103 − $9 = $94

KeptFee

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