Compare · 2 funds side by side · dividends reinvested

ACVU and IWD

ACVUHartford×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,246IWD · best of the two

02 / 04

ACVU and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.3

Hartford Quality Value ETFUS Stock Styles · Value0.45%1.61%+22.0%+27.3%+20.3%[…]−7.5%11.2%$278M1.7

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 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Quality Value ETF · $278M[…]

ACVU

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 39.6% in common

ACVUMeasureIWD

+22.0%Year to dateJan 1 → Nov 5+27.5%

+27.3%1 yearTotal return+32.0%

+20.3%3 years · per year$10,000 became $17,402 · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.61%Trailing 12-mo yield$161 · $133 a year on $10k1.33%

−7.5%Worst dropSmaller is better−6.8%

11.2%VolatilityLower is calmer11.2%

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

1–5IWD 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 IWD: Top 5 Holdings

Today

ACVU

25.1%in top 5

IWD

in top 522.6%

ACVUStockIWD

7.7%MSFT5.3%

6.8%AMZN6.1%

4.7%AAPL6.0%

3.4%0VQD.Lnot top 5

not top 5BRK-B2.8%

2.5%ABBVnot top 5

not top 5JPM2.4%

Held in common39.6%

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

ACVU vs IWD Returns, Every Period

HartfordACVU

+27.3%

past year

IWDiShares

+32.0%

past year

ACVUIWDFaded: behind in that period

0–3IWD wins

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

ACVU vs IWD

YTD

HartfordACVU

+22.0%

IWDiShares

+27.5%

+22.0%Year to date+27.5%

−7.5%Worst drop · 1Y−6.8%

11.2%Volatility · 1Y11.2%

1.6%Yield1.3%

$278MAssets$85.3B

2–1IWD wins

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

Cost, Income and Risk

Fees: ACVU, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

ACVU0.45%$45

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

Yields: ACVU, IWD

1.61%highest, ACVU

FundTrailing yieldYield$10k

ACVU1.61%$161

IWD1.33%$133

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

Income After Fees on $10,000

$116most kept, ACVU

ACVU$161 − $45 = $116

IWD$133 − $18 = $115

KeptFee

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

Overlap: ACVU, IWD

Today

39.6%most shared, ACVU and IWD

ACVUIWD

ACVU—39.6%

IWD39.6%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

ACVUWorst drop−7.5%11.2% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

ACVUIWD

+22.0%Year to date+27.5%

1.6%Yield1.3%

+27.3%Past year+32.0%

0.45%Fee0.18%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026