ACSM vs IVV
Hartford Alpha Capture SMID Cap ETF vs iShares Core S&P 500 ETF
Which is better, ACSM or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. ACSM is less concentrated, with 11.2% of the fund in its ten largest positions against 38.8%.
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 | ACSM | IVV |
|---|---|---|
| Expense Ratio | 0.52% | 0.03%Best |
| AUM | $20M | $850.0B |
| Dividend Yield | 0.00% | 1.09% |
| Holdings | 202 | 1,018 |
| YTD Return | +1.07% | +8.54%Best |
| 1Y Return | - | +10.97% |
| 3Y Return (annualized) | - | +20.51% |
| 5Y Return (annualized) | - | +10.97% |
| Top 10 Weight | 11.2%Best | 38.8% |
| Fund Family | Hartford Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Sep 29, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACSM 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.
ACSM vs IVV Performance
Hartford Alpha Capture SMID Cap ETF (ACSM) 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, ACSM is up 1.07% versus a gain of 8.54% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACSM charges 0.52% per year while IVV charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, ACSM currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
18.2% of ACSM's money is in holdings IVV also owns. 1.8% of IVV's money is in holdings ACSM also owns.
ACSM and IVV share little of their money.
33 positions in common, counted across the 202 positions we hold weights for in ACSM and 505 in IVV, against full books of 202 and 1,018.
What only one of them owns
Our book lists 466 positions for IVV that do not appear in our book for ACSM (97.8% of the fund), and 166 for ACSM that do not appear in IVV (76.5%).
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
| Stock | Weight in ACSM | Weight in IVV | Difference |
|---|---|---|---|
| UDRUdr Inc. | 1.16% | 0.01% | 1.15% |
| CPTCamden Property Trust Common Stock | 1.08% | 0.01% | 1.07% |
| PPGPpg Industries Inc. | 1.06% | 0.03% | 1.03% |
| DOVDover Corp. | 1.03% | 0.04% | 0.99% |
| HALHalliburton Co. | 0.89% | 0.04% | 0.85% |
| MTBM&T Bank Corp | 0.79% | 0.05% | 0.74% |
| KIMKimco Realty Corp. | 0.80% | 0.02% | 0.78% |
| RVTYRevvity Inc | 0.76% | 0.03% | 0.73% |
| FANGDiamondback Energy Inc. | 0.71% | 0.06% | 0.65% |
| FIXComfort Systems USA Inc. | 0.65% | 0.08% | 0.57% |
You are not choosing between two funds in isolation.
Whichever of ACSM and IVV 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, ACSM or IVV?
ACSM has an expense ratio of 0.52% while IVV charges 0.03%. IVV is the cheaper option, by $49 a year on a $10,000 investment.
What is the holdings overlap between ACSM and IVV?
18.2% of ACSM's money is in holdings IVV also owns. 1.8% of IVV's is in holdings ACSM also owns. They hold 33 positions in common, counted across the 202 positions we hold weights for in ACSM and 505 in IVV.
Which pays a higher dividend, ACSM or IVV?
ACSM yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Is IVV better than ACSM?
IVV has a lower expense ratio. ACSM is less concentrated, with 11.2% of the fund in its ten largest positions against 38.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.