Compare · 2 funds side by side · dividends reinvested

ACVU and VLUE

ACVUHartford×VLUEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,043VLUE · best of the two

02 / 04

ACVU and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.70%+34.8%+44.5%+30.7%+14.9%−11.0%21.4%$9.4B1.3

Hartford Quality Value ETFUS Stock Styles · Value0.45%1.66%+18.7%+24.5%+18.9%[…]−7.5%11.5%$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 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Quality Value ETF · $278M[…]

ACVU

VLUE

iShares MSCI USA Value Factor ETF · $9.4B$20,043

$10,000 five years ago, dividends reinvested · they hold 12.7% in common

ACVUMeasureVLUE

+18.7%Year to dateJan 1 → Nov 5+34.8%

+24.5%1 yearTotal return+44.5%

+18.9%3 years · per year$10,000 became $16,811 · $22,333+30.7%

[…]5 years · per year$10,000 became […] · $20,043+14.9%

0.45%Expense ratio$45 · $15 a year on $10k · lower is better0.15%

1.66%Trailing 12-mo yield$166 · $170 a year on $10k1.70%

−7.5%Worst dropSmaller is better−11.0%

11.5%VolatilityLower is calmer21.4%

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

2–5VLUE 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 VLUE: Top 5 Holdings

Today

ACVU

25.1%in top 5

VLUE

in top 531.9%

ACVUStockVLUE

not top 5MU18.3%

7.7%MSFTnot top 5

6.8%AMZNnot top 5

4.7%AAPLnot top 5

not top 5CSCO4.1%

not top 5GM4.1%

3.4%0VQD.Lnot top 5

not top 5VZ2.9%

2.5%ABBVnot top 5

not top 5T2.4%

Held in common12.7%

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

ACVU vs VLUE Returns, Every Period

HartfordACVU

+24.5%

past year

VLUEiShares

+44.5%

past year

ACVUVLUEFaded: behind in that period

0–3VLUE wins

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

ACVU vs VLUE

YTD

HartfordACVU

+18.7%

VLUEiShares

+34.8%

+18.7%Year to date+34.8%

−7.5%Worst drop · 1Y−11.0%

11.5%Volatility · 1Y21.4%

1.7%Yield1.7%

$278MAssets$9.4B

2–1ACVU wins

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

Cost, Income and Risk

Fees: ACVU, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

ACVU0.45%$45

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

Yields: ACVU, VLUE

1.70%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.70%$170

ACVU1.66%$166

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

ACVU$166 − $45 = $121

KeptFee

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

Overlap: ACVU, VLUE

Today

12.7%most shared, ACVU and VLUE

ACVUVLUE

ACVU—12.7%

VLUE12.7%—

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

Return vs Bumpiness: 2 ETFs

+44.5%VLUE, at 21.4% volatility

ACVUWorst drop−7.5%11.5% vol

VLUEWorst drop−11.0%21.4% vol

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

Paid More vs Made More

YTD

VLUEACVU

+34.8%Year to date+18.7%

1.7%Yield1.7%

+44.5%Past year+24.5%

0.15%Fee0.45%

3–0VLUE 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