ACVU vs VOO
ACVU vs VOO
Hartford Alpha Capture Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. ACVU delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ACVU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $182M | $979.0B | |
| Dividend Yield | 1.73% | 1.09% | |
| Holdings | 128 | 509 | |
| YTD Return | +9.72% | +11.51% | |
| 1Y Return | - | +21.46% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -2.0% | -34.3% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | Sep 7, 2010 |
ACVU vs VOO Performance
Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, ACVU is up 9.72% versus a gain of 11.51% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for ACVU and -34.3% for VOO. 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 VOO 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 VOO.
Holdings Overlap
ACVU and VOO share 79 holdings out of 534 unique holdings combined, representing a 28.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ACVU | Weight in VOO | Difference |
|---|---|---|---|
| AAPL | 4.45% | 6.59% | 2.14% |
| MSFT | 5.64% | 4.30% | 1.34% |
| AMZN | 6.12% | 3.62% | 2.50% |
| 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 VOO 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 VOO?
ACVU has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between ACVU and VOO?
ACVU and VOO share 79 common holdings with a 28.8% weight overlap. Combined, they hold 534 unique securities.
Which pays a higher dividend, ACVU or VOO?
ACVU yields 1.73% while VOO yields 1.09%, so ACVU currently pays the higher dividend yield.
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