ACGO vs SCHD
Hartford Alpha Capture Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | ACGO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.06% | |
| AUM | $29M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 71 | 104 | |
| YTD Return | -2.68% | +26.50% | |
| 1Y Return | - | +31.25% | |
| 3Y Return (annualized) | - | +16.34% | |
| 5Y Return (annualized) | - | +10.10% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -10.5% | -33.4% | |
| Fund Family | Hartford Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2026 | Oct 20, 2011 |
ACGO vs SCHD Performance
Hartford Alpha Capture Growth ETF (ACGO) is a ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, ACGO is down 2.68% versus a gain of 26.50% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -10.5% for ACGO 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
ACGO charges 0.42% per year while SCHD charges 0.06%. On a $10,000 position that is $42 vs $6 annually, a gap of $36 per year that compounds over a long holding period. On income, ACGO currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
ACGO and SCHD share 1 holdings out of 170 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ACGO | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 0.78% | 4.26% | 3.48% |
Frequently Asked Questions
Which is cheaper, ACGO or SCHD?
ACGO has an expense ratio of 0.42% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
What is the holdings overlap between ACGO and SCHD?
ACGO and SCHD share 1 common holdings with a 0.8% weight overlap. Combined, they hold 170 unique securities.
Which pays a higher dividend, ACGO or SCHD?
ACGO yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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