ACVU vs IWD

AACVU

BIWD

Measures won2–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,399IWD · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income1.63%ACVU · $163 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common39.5%ACVU and IWD

Hartford Quality Value ETF · $283MiShares Russell 1000 Value ETF · $85.1B

+18.6%3 years · per year$16,697 · $18,413+22.6%

[…]5 years · per year[…] · $17,399+11.7%

0.45%Expense ratio$45 · $18 on $10k · lower wins0.18%

1.63%12-mo yield$163 · $134 on $10k

Cards for this view

ACVU

Hartford Quality Value

[…]

IWD

iShares Russell 1000 Value

$17,399

MeasureACVUIWD

Fee0.45%0.18%

Cost on $10k a year$45$18

Yield1.63%1.34%

5 years, per year[…]+11.7%

3 years, per year+18.6%+22.6%

Worst drop · 1Y−7.5%−6.8%

Volatility · 1Y11.6%

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+0.4%	+26.8%	+30.1%	+22.6%	+11.7%	−6.8%	$85.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	AACVU	Hartford Quality Value ETFRead Desk	0.45%	1.63%	+0.3%	+21.2%	+25.3%	+18.6%	new	−7.5%	$283M

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+0.4%	+26.8%	+30.1%	+22.6%	+11.7%	−6.8%	$85.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	AACVU	Hartford Quality Value ETFRead Desk	0.45%	1.63%	+0.3%	+21.2%	+25.3%	+18.6%	new	−7.5%	$283M

Loading…