ACVU vs VOO

ACVU vs VOO
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Quick Verdict

VOO has a lower expense ratio. ACVU delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: ACVUMore Diversified: VOO

Side-by-Side Comparison

MetricACVUVOOWinner
Expense Ratio0.45%0.03%
AUM$184M$997.4B
Dividend Yield1.69%1.08%
Holdings110509
YTD Return+10.26%+12.38%
1Y Return-+20.22%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+12.84%
Volatility (annualized)-14.1%
Max Drawdown-2.0%-34.3%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionOct 13, 2023Sep 7, 2010

ACVU vs VOO Performance

Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, ACVU is up 10.26% versus a gain of 12.38% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.0% for ACVU and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ACVU charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, ACVU currently yields 1.69% against 1.08% for VOO.

Holdings Overlap

28.8%overlap

ACVU and VOO share 79 holdings out of 534 unique holdings combined, representing a 28.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ACVUWeight in VOODifference
AAPL4.45%6.59%2.14%
MSFT5.64%4.30%1.34%
AMZN6.12%3.62%2.50%
GOOGLProProPro
COPProProPro
CBProProPro
JNJProProPro
AVGOProProPro
LLYProProPro
ABBVProProPro
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Frequently Asked Questions

Which is cheaper, ACVU or VOO?

ACVU has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between ACVU and VOO?

ACVU and VOO share 79 common holdings with a 28.8% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, ACVU or VOO?

ACVU yields 1.69% while VOO yields 1.08%, so ACVU currently pays the higher dividend yield.

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