ACGO vs IVV
Hartford Alpha Capture Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ACGO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $29M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 71 | 508 | |
| YTD Return | -2.79% | +13.22% | |
| 1Y Return | - | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -10.5% | -56.5% | |
| Fund Family | Hartford Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2026 | May 15, 2000 |
ACGO vs IVV Performance
Hartford Alpha Capture Growth ETF (ACGO) 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, ACGO is down 2.79% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -10.5% for ACGO 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
ACGO charges 0.42% per year while IVV charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, ACGO currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
ACGO and IVV share 55 holdings out of 521 unique holdings combined, representing a 48.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ACGO or IVV?
ACGO has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between ACGO and IVV?
ACGO and IVV share 55 common holdings with a 48.9% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, ACGO or IVV?
ACGO yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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