ACIN vs EFAA

ACIN vs EFAA

Which is better, ACIN or EFAA?

ACIN has been ahead.

EFAA has a lower expense ratio. ACIN led over 1Y.

Lower Fees: EFAAHigher Returns (1Y): ACIN

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

MetricACINEFAA
Expense Ratio0.52%0.39%Best
AUM$558M$677M
Dividend Yield0.00%8.47%
Holdings4211,376
YTD Return+1.44%+7.58%Best
1Y Return-+10.68%
Fund FamilyHartford FundsInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 30, 2008Jul 17, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ACIN vs EFAA 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.

Compare ACIN against instead:ACIN vs SPYACIN vs QQQACIN vs VOOACIN vs VTIEFAA against:EFAA vs VXUS

ACIN vs EFAA Performance

Hartford Alpha Capture International Equity ETF (ACIN) is an ETF from Hartford Funds and Invesco MSCI EAFE Income Advantage ETF (EFAA) is an ETF from Invesco (US). Year to date, ACIN is up 1.44% versus a gain of 7.58% for EFAA.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACIN charges 0.52% per year while EFAA charges 0.39%. On a $10,000 position that is $52 vs $39 annually, a gap of $13 per year that compounds over a long holding period. On income, ACIN currently yields 0.00% against 8.47% for EFAA.

Holdings Overlap

We hold position weights for 409 holdings in ACIN and 641 in EFAA, totalling 87.0% and 73.8% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 166 positions appear in both.

166 positions in common, counted across the 409 positions we hold weights for in ACIN and 641 in EFAA, against full books of 421 and 1,376.

Top Shared Holdings

StockWeight in ACINWeight in EFAADifference
ASML:ASAsml Holding N.V.2.09%2.09%0.00%
SCHN:PASchneider Electric Se1.47%0.52%0.95%
AZN:LNAstrazeneca Plc0.85%1.00%0.15%
6857:JPAdvantest Corp0.98%0.48%0.50%
UCG:MIUnicredit Spa0.96%0.45%0.51%
NOVN:SMNovartis Ag Ordinary Shares0.32%1.06%0.74%
6861:JPKeyence Corp1.04%0.32%0.72%
NESN:SMNestle Sa0.38%0.96%0.58%
RR:LNRolls-Royce Holdings Plc0.71%0.53%0.18%
SAP:SGSap Se0.39%0.84%0.45%

You are not choosing between two funds in isolation.

Whichever of ACIN and EFAA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACINEFAA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACIN or EFAA?

ACIN has an expense ratio of 0.52% while EFAA charges 0.39%. EFAA is the cheaper option, by $13 a year on a $10,000 investment.

Which pays a higher dividend, ACIN or EFAA?

ACIN yields 0.00% while EFAA yields 8.47%, so EFAA currently pays the higher dividend yield.

Is EFAA better than ACIN?

EFAA has a lower expense ratio. ACIN led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.