Compare · 2 funds side by side · dividends reinvested

ACVU and IUSV

ACVUHartford×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

ACVU and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Quality Value ETFUS Stock Styles · Value0.45%1.66%+18.7%+24.5%+18.9%[…]−7.5%11.5%$278M1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$28.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ACVU 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Quality Value ETF · $278M[…]

ACVU

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,003

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

ACVUMeasureIUSV

+18.7%Year to dateJan 1 → Nov 5+12.9%

+24.5%1 yearTotal return+15.9%

+18.9%3 years · per year$10,000 became $16,811 · $16,565+18.3%

[…]5 years · per year$10,000 became […] · $17,003+11.2%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

1.66%Trailing 12-mo yield$166 · $165 a year on $10k1.65%

−7.5%Worst dropSmaller is better−6.4%

11.5%VolatilityLower is calmer10.2%

ACVUIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3ACVU wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVU vs IUSV: Top 5 Holdings

Today

ACVU

25.1%in top 5

IUSV

in top 516.8%

ACVUStockIUSV

4.7%AAPL7.8%

7.7%MSFTnot top 5

6.8%AMZN3.7%

3.4%0VQD.Lnot top 5

2.5%ABBVnot top 5

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.4%

Held in common30.1%

End-of-day Nov 5, 2026 · share of each fund

ACVU vs IUSV Returns, Every Period

HartfordACVU

+24.5%

past year

IUSViShares

+15.9%

past year

ACVUIUSVFaded: behind in that period

3–0ACVU wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ACVU vs IUSV

YTD

HartfordACVU

+18.7%

IUSViShares

+12.9%

+18.7%Year to date+12.9%

−7.5%Worst drop · 1Y−6.4%

11.5%Volatility · 1Y10.2%

1.7%Yield1.6%

$278MAssets$28.4B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVU, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

ACVU0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACVU, IUSV

1.66%highest, ACVU

FundTrailing yieldYield$10k

ACVU1.66%$166

IUSV1.65%$165

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

ACVU$166 − $45 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ACVU, IUSV

Today

30.1%most shared, ACVU and IUSV

ACVUIUSV

ACVU—30.1%

IUSV30.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%ACVU, at 11.5% volatility

IUSVWorst drop−6.4%10.2% vol

ACVUWorst drop−7.5%11.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ACVUIUSV

+18.7%Year to date+12.9%

1.7%Yield1.6%

+24.5%Past year+15.9%

0.45%Fee0.04%

3–1ACVU wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026