ACVU vs SCHD
ACVU vs SCHD
Hartford Alpha Capture Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. ACVU offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | ACVU | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | $182M | $103.7B | |
| Dividend Yield | 1.73% | 3.31% | |
| Holdings | 128 | 104 | |
| YTD Return | +8.60% | +22.69% | |
| 1Y Return | - | +30.94% | |
| 3Y Return (annualized) | - | +14.20% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -2.0% | -33.4% | |
| Fund Family | Hartford Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | Oct 20, 2011 |
ACVU vs SCHD Performance
Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ACVU is up 8.60% versus a gain of 22.69% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for ACVU and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period. On income, ACVU currently yields 1.73% against 3.31% for SCHD.
Holdings Overlap
ACVU and SCHD share 9 holdings out of 199 unique holdings combined, representing a 10.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ACVU | Weight in SCHD | Difference |
|---|---|---|---|
| COP | 3.55% | 3.70% | 0.15% |
| UNH | 1.50% | 4.54% | 3.04% |
| MRK | 1.69% | 4.32% | 2.63% |
| ADP | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| UPS | Pro | Pro | Pro |
| KMB | Pro | Pro | Pro |
| ADM | Pro | Pro | Pro |
| COLB | Pro | Pro | Pro |
See all 9 holdings ACVU shares with SCHD 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 SCHD?
ACVU has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between ACVU and SCHD?
ACVU and SCHD share 9 common holdings with a 10.0% weight overlap. Combined, they hold 199 unique securities.
Which pays a higher dividend, ACVU or SCHD?
ACVU yields 1.73% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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