ACSM vs SPY
Hartford Alpha Capture SMID Cap ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, ACSM or SPY?
Mid Cap Blend against Large Cap Blend.
SPY has a lower expense ratio. ACSM is less concentrated, with 11.2% of the fund in its ten largest positions against 38.9%.
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 | SPY |
|---|---|---|
| Expense Ratio | 0.52% | 0.09%Best |
| AUM | $20M | $777.9B |
| Dividend Yield | 0.00% | 1.00% |
| Holdings | 202 | 1,011 |
| YTD Return | +1.07% | +8.47%Best |
| 1Y Return | - | +10.88% |
| 3Y Return (annualized) | - | +20.41% |
| 5Y Return (annualized) | - | +10.90% |
| Top 10 Weight | 11.2%Best | 38.9% |
| Fund Family | Hartford Funds | State Street Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Sep 29, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACSM vs SPY 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 SPY Performance
Hartford Alpha Capture SMID Cap ETF (ACSM) is an ETF from Hartford Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, ACSM is up 1.07% versus a gain of 8.47% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACSM charges 0.52% per year while SPY charges 0.09%. On a $10,000 position that is $52 vs $9 annually, a gap of $43 per year that compounds over a long holding period. On income, ACSM currently yields 0.00% against 1.00% for SPY.
Holdings Overlap
18.2% of ACSM's money is in holdings SPY also owns. 1.8% of SPY's money is in holdings ACSM also owns.
ACSM and SPY share little of their money.
33 positions in common, counted across the 202 positions we hold weights for in ACSM and 504 in SPY, against full books of 202 and 1,011.
What only one of them owns
Our book lists 466 positions for SPY that do not appear in our book for ACSM (97.9% of the fund), and 166 for ACSM that do not appear in SPY (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 SPY | Difference |
|---|---|---|---|
| UDRUdr Inc. | 1.16% | 0.02% | 1.14% |
| PPGPpg Industries Inc. | 1.06% | 0.04% | 1.02% |
| CPTCamden Property Trust Common Stock | 1.08% | 0.01% | 1.07% |
| 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 SPY 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 SPY?
ACSM has an expense ratio of 0.52% while SPY charges 0.09%. SPY is the cheaper option, by $43 a year on a $10,000 investment.
What is the holdings overlap between ACSM and SPY?
18.2% of ACSM's money is in holdings SPY also owns. 1.8% of SPY'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 504 in SPY.
Which pays a higher dividend, ACSM or SPY?
ACSM yields 0.00% while SPY yields 1.00%, so SPY currently pays the higher dividend yield.
Is SPY better than ACSM?
SPY has a lower expense ratio. ACSM is less concentrated, with 11.2% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.