ACVU vs IVV
ACVU vs IVV
Hartford Alpha Capture Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ACVU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $182M | $865.2B | |
| Dividend Yield | 1.73% | 1.09% | |
| Holdings | 128 | 508 | |
| YTD Return | +10.23% | +13.31% | |
| 1Y Return | - | +24.00% | |
| 3Y Return (annualized) | - | +21.16% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.0% | -56.5% | |
| Fund Family | Hartford Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | May 15, 2000 |
ACVU vs IVV Performance
Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, ACVU is up 10.23% versus a gain of 13.31% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for ACVU and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ACVU charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, ACVU currently yields 1.73% against 1.09% for IVV.
Holdings Overlap
ACVU and IVV share 81 holdings out of 532 unique holdings combined, representing a 29.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ACVU | Weight in IVV | Difference |
|---|---|---|---|
| AAPL | 4.45% | 7.44% | 2.99% |
| MSFT | 5.64% | 4.57% | 1.07% |
| AMZN | 6.12% | 3.75% | 2.37% |
| GOOGL | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| CB | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
See all 10 holdings ACVU shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ACVU or IVV?
ACVU has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between ACVU and IVV?
ACVU and IVV share 81 common holdings with a 29.3% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, ACVU or IVV?
ACVU yields 1.73% while IVV yields 1.09%, so ACVU currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.