ACVU vs VYM
ACVU vs VYM
Hartford Alpha Capture Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | ACVU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $182M | $79.0B | |
| Dividend Yield | 1.73% | 2.86% | |
| Holdings | 128 | 568 | |
| YTD Return | +10.61% | +15.80% | |
| 1Y Return | - | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -2.0% | -58.8% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | Nov 10, 2006 |
ACVU vs VYM Performance
Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, ACVU is up 10.61% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for ACVU and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, ACVU currently yields 1.73% against 2.86% for VYM.
Holdings Overlap
ACVU and VYM share 51 holdings out of 615 unique holdings combined, representing a 22.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ACVU | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 0.27% | 6.47% | 6.20% |
| JNJ | 2.18% | 2.62% | 0.44% |
| COP | 3.55% | 0.62% | 2.93% |
| ABBV | Pro | Pro | Pro |
| CB | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| DUK | Pro | Pro | Pro |
See all 10 holdings ACVU shares with VYM 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 VYM?
ACVU has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
What is the holdings overlap between ACVU and VYM?
ACVU and VYM share 51 common holdings with a 22.4% weight overlap. Combined, they hold 615 unique securities.
Which pays a higher dividend, ACVU or VYM?
ACVU yields 1.73% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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