ACGO vs VYM

ACGO vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricACGOVYMWinner
Expense Ratio0.42%0.04%
AUM$29M$81.6B
Dividend Yield0.00%2.24%
Holdings71616
YTD Return-2.68%+15.75%
1Y Return-+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)-14.6%
Max Drawdown-10.5%-58.8%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionJun 2, 2026Nov 10, 2006

ACGO vs VYM Performance

Hartford Alpha Capture Growth ETF (ACGO) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, ACGO is down 2.68% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -10.5% for ACGO 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

ACGO charges 0.42% per year while VYM charges 0.04%. On a $10,000 position that is $42 vs $4 annually, a gap of $38 per year that compounds over a long holding period. On income, ACGO currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

9.4%overlap

ACGO and VYM share 10 holdings out of 664 unique holdings combined, representing a 9.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ACGOWeight in VYMDifference
AVGO5.27%7.29%2.02%
PM1.17%1.17%0.00%
MRK0.78%1.32%0.54%
ORCLProProPro
TRGPProProPro
SBUXProProPro
ELVProProPro
LOWProProPro
CHRWProProPro
LHXProProPro
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Frequently Asked Questions

Which is cheaper, ACGO or VYM?

ACGO has an expense ratio of 0.42% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

What is the holdings overlap between ACGO and VYM?

ACGO and VYM share 10 common holdings with a 9.4% weight overlap. Combined, they hold 664 unique securities.

Which pays a higher dividend, ACGO or VYM?

ACGO yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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