ACIV vs SCHD
Hartford Alpha Capture International Value ETF vs Schwab US Dividend Equity ETF
Which is better, ACIV or SCHD?
ACIV has been ahead.
SCHD has a lower expense ratio. ACIV led over 1Y.
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
| Metric | ACIV | SCHD |
|---|---|---|
| Expense Ratio | 0.56% | 0.06%Best |
| AUM | $97M | $119.9B |
| Dividend Yield | 0.00% | 2.96% |
| Holdings | 179 | 204 |
| YTD Return | -1.04% | +29.95%Best |
| 1Y Return | - | +37.26% |
| 3Y Return (annualized) | - | +19.10% |
| 5Y Return (annualized) | - | +9.87% |
| Fund Family | Hartford Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Feb 29, 2016 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
ACIV vs SCHD 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.
ACIV vs SCHD Performance
Hartford Alpha Capture International Value ETF (ACIV) is an ETF from Hartford Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, ACIV is down 1.04% versus a gain of 29.95% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACIV charges 0.56% per year while SCHD charges 0.06%. On a $10,000 position that is $56 vs $6 annually, a gap of $50 per year that compounds over a long holding period. On income, ACIV currently yields 0.00% against 2.96% for SCHD.
Holdings Overlap
At least 1.0% of SCHD's money is in holdings ACIV also owns.
Stated as a floor: for ACIV, our book for it covers 91.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and ACIV share little of their money.
1 positions in common, counted across the 179 positions we hold weights for in ACIV and 98 in SCHD, against full books of 179 and 204.
Top Shared Holdings
| Stock | Weight in ACIV | Weight in SCHD | Difference |
|---|---|---|---|
| ADMArcher-daniels D | 0.52% | 1.01% | 0.49% |
You are not choosing between two funds in isolation.
Whichever of ACIV and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACIV or SCHD?
ACIV has an expense ratio of 0.56% while SCHD charges 0.06%. SCHD is the cheaper option, by $50 a year on a $10,000 investment.
What is the holdings overlap between ACIV and SCHD?
At least 1.0% of SCHD's money is in holdings ACIV also owns. Our book for ACIV is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 179 positions we hold weights for in ACIV and 98 in SCHD.
Which pays a higher dividend, ACIV or SCHD?
ACIV yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than ACIV?
SCHD has a lower expense ratio. ACIV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.