ACVU vs VTI
Hartford Alpha Capture Value ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. ACVU delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | ACVU | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $184M | $666.9B | |
| Dividend Yield | 1.69% | 1.07% | |
| Holdings | 110 | 3,543 | |
| YTD Return | +10.21% | +13.14% | |
| 1Y Return | - | +20.29% | |
| 3Y Return (annualized) | - | +21.42% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -2.0% | -56.6% | |
| Fund Family | Hartford Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | May 24, 2001 |
ACVU vs VTI Performance
Hartford Alpha Capture Value ETF (ACVU) is a ETF from Hartford Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, ACVU is up 10.21% versus a gain of 13.14% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.0% for ACVU and -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
ACVU and VTI share 95 holdings out of 2800 unique holdings combined, representing a 26.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ACVU or VTI?
ACVU has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between ACVU and VTI?
ACVU and VTI share 95 common holdings with a 26.3% weight overlap. Combined, they hold 2800 unique securities.
Which pays a higher dividend, ACVU or VTI?
ACVU yields 1.69% while VTI yields 1.07%, so ACVU currently pays the higher dividend yield.
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