ACGO vs IVV

ACGO vs IVV

Which is better, ACGO or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 56.0%.

Lower Fees: IVVLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACGOIVV
Expense Ratio0.42%0.03%Best
AUM$28M$876.4B
Dividend Yield0.00%1.06%
Holdings73508
YTD Return-0.98%+12.98%Best
1Y Return-+16.69%
3Y Return (annualized)-+23.02%
5Y Return (annualized)-+13.61%
Top 10 Weight56.0%37.8%Best
Fund FamilyHartford FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 2, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ACGO vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ACGO vs IVV Performance

Hartford Alpha Capture Growth ETF (ACGO) is an ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, ACGO is down 0.98% versus a gain of 12.98% for IVV.

Past performance does not guarantee future results.

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 1.06% for IVV.

Holdings Overlap

ACGO already in IVV91.8%
IVV already in ACGO50.7%

91.8% of ACGO's money is in holdings IVV also owns. 50.7% of IVV's money is in holdings ACGO also owns.

Most of ACGO is already inside IVV. Owning both mostly buys the same companies twice.

54 positions in common, counted across the 67 positions we hold weights for in ACGO and 490 in IVV, against full books of 73 and 508.

What only one of them owns

Our book lists 429 positions for IVV that do not appear in our book for ACGO (48.1% of the fund), and 11 for ACGO that do not appear in IVV (6.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ACGOWeight in IVVDifference
NVDANvidia Corp13.72%8.07%5.65%
AAPLApple, Inc7.34%7.02%0.32%
GOOGAlphabet Inc9.18%2.39%6.79%
MSFTMicrosoft Corp5.43%5.69%0.26%
AVGOBroadcom Inc4.84%2.65%2.19%
AMZNAmazon.Com Inc2.77%3.84%1.07%
GOOGLAlphabet Inc,class A3.18%3.00%0.18%
METAMeta Platforms Inc3.01%1.90%1.11%
LLYEli Lilly & Co.3.33%1.38%1.95%
MUMicron Technology, Inc.3.05%1.63%1.42%

91.8% of ACGO is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ACGOIVV

Free for up to 10 holdings. No account needed.

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, by $39 a year on a $10,000 investment.

What is the holdings overlap between ACGO and IVV?

91.8% of ACGO's money is in holdings IVV also owns. 50.7% of IVV's is in holdings ACGO also owns. They hold 54 positions in common, counted across the 67 positions we hold weights for in ACGO and 490 in IVV.

Which pays a higher dividend, ACGO or IVV?

ACGO yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than ACGO?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 56.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.