ACVU vs. DTD

Last updated Jun 24, 2026

ACVU (Hartford Alpha Capture Value ETF) and DTD (WisdomTree U.S. Total Dividend Fund) are both Large Cap Value Equities funds. ACVU is actively managed, while DTD is passively managed. Over the past year, ACVU returned 24.79% vs 21.29% for DTD. Their correlation of 0.91 suggests significant overlap in exposure. ACVU charges 0.45%/yr vs 0.28%/yr for DTD.

Performance

ACVU vs. DTD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Alpha Capture Value ETF (ACVU) and WisdomTree U.S. Total Dividend Fund (DTD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACVU achieves a 12.50% return, which is significantly higher than DTD's 10.39% return.

ACVU

• 1D: -0.95%
• 1M: 2.04%
• YTD: 12.50%
• 6M: 11.99%
• 1Y: 24.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DTD

• 1D: 0.00%
• 1M: 0.37%
• YTD: 10.39%
• 6M: 9.68%
• 1Y: 21.29%
• 3Y*: 17.90%
• 5Y*: 12.14%
• 10Y*: 12.37%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ACVU vs. DTD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ACVU Hartford Alpha Capture Value ETF	12.50%	14.54%	9.83%	8.16%
DTD WisdomTree U.S. Total Dividend Fund	10.39%	14.25%	18.56%	9.60%

Correlation

The correlation between ACVU and DTD is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.88
Correlation (All Time) Calculated using the full available price history since Oct 16, 2023	0.91

The correlation between ACVU and DTD has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.

ACVU vs. DTD - Sectors Allocation Comparison

Sectors	ACVU	DTD
Financial Services	18.6%	18.2%
Technology	17.2%	20.9%
Industrials	11.5%	8.4%
Healthcare	11.4%	11.5%
Communication Services	7.6%	7.2%
Consumer Defensive	7.5%	8.4%
Energy	7.0%	7.8%
Consumer Cyclical	6.3%	5.5%
Utilities	6.0%	5.5%
Real Estate	3.9%	5.1%
Basic Materials	2.6%	1.5%

Return for Risk

ACVU vs. DTD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACVU

ACVU Risk / Return Rank: 75
ACVU Sharpe Ratio Rank: 77
ACVU Sortino Ratio Rank: 78
ACVU Omega Ratio Rank: 73
ACVU Calmar Ratio Rank: 72
ACVU Martin Ratio Rank: 74

DTD

DTD Risk / Return Rank: 75
DTD Sharpe Ratio Rank: 75
DTD Sortino Ratio Rank: 77
DTD Omega Ratio Rank: 74
DTD Calmar Ratio Rank: 70
DTD Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACVU vs. DTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Alpha Capture Value ETF (ACVU) and WisdomTree U.S. Total Dividend Fund (DTD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ACVU	DTD	Difference
Sharpe ratio: Return per unit of total volatility	2.20	2.28	-0.07
Sortino ratio: Return per unit of downside risk	3.13	3.23	-0.10
Omega ratio: Gain probability vs. loss probability	1.39	1.41	-0.02
Calmar ratio: Return relative to maximum drawdown	3.29	3.39	-0.10
Martin ratio: Return relative to average drawdown	12.59	14.00	-1.41

ACVU vs. DTD - Sharpe Ratio Comparison

The current ACVU Sharpe Ratio is 2.20, which is comparable to the DTD Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of ACVU and DTD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ACVU vs. DTD - Drawdown Comparison

The maximum ACVU drawdown since its inception was -13.11%, smaller than the maximum DTD drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for ACVU and DTD.

Drawdown Indicators

	ACVU	DTD	Difference
Max Drawdown Largest peak-to-trough decline	-13.11%	-58.19%	+45.08%
Max Drawdown (1Y) Largest decline over 1 year	-7.56%	-6.30%	-1.26%
Max Drawdown (3Y) Largest decline over 3 years	—	-14.41%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.14%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.29%	—
Current Drawdown Current decline from peak	-1.13%	-0.92%	-0.21%
Average Drawdown Average peak-to-trough decline	-1.94%	-7.32%	+5.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.97%	1.52%	+0.45%

Volatility

ACVU vs. DTD - Volatility Comparison

Hartford Alpha Capture Value ETF (ACVU) has a higher volatility of 3.94% compared to WisdomTree U.S. Total Dividend Fund (DTD) at 2.65%. This indicates that ACVU's price experiences larger fluctuations and is considered to be riskier than DTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACVU	DTD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.94%	2.65%	+1.29%
Volatility (6M) Calculated over the trailing 6-month period	8.71%	7.13%	+1.58%
Volatility (1Y) Calculated over the trailing 1-year period	11.32%	9.41%	+1.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.37%	13.56%	-1.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.37%	16.19%	-3.82%

ACVU vs. DTD - Expense Ratio Comparison

ACVU has a 0.45% expense ratio, which is higher than DTD's 0.28% expense ratio.

Dividends

ACVU vs. DTD - Dividend Comparison

ACVU's dividend yield for the trailing twelve months is around 1.75%, less than DTD's 1.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACVU Hartford Alpha Capture Value ETF	1.75%	1.97%	3.91%	2.87%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DTD WisdomTree U.S. Total Dividend Fund	1.86%	1.99%	2.07%	2.43%	2.62%	2.04%	2.73%	2.50%	2.93%	2.36%	2.66%	2.81%

Frequently Asked Questions

Can I hold both ACVU and DTD in my portfolio?

ACVU and DTD have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ACVU or DTD?

ACVU has higher volatility (3.94%) compared to DTD (2.65%). In terms of maximum drawdown, ACVU dropped -13.11% vs DTD's -58.19%.

Which ETF is better, ACVU or DTD?

On 1-year performance, ACVU leads with 24.79% vs 21.29% for DTD. On fees, DTD is cheaper at 0.28% per year. On volatility, DTD has been the lower-risk option at 2.65%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ACVU or DTD?

Over the 1-year period, ACVU has performed better with a 24.79% return vs 21.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ACVU or DTD?

DTD is cheaper with a 0.28% expense ratio, compared with 0.45% for ACVU.

Which ETF pays a higher dividend yield, ACVU or DTD?

DTD has the higher dividend yield at 1.86%, compared with 1.75% for ACVU.

What is the main difference between ACVU and DTD?

They also come from different issuers: Hartford and WisdomTree. Their fees differ too: 0.45% for ACVU and 0.28% for DTD.

Which has better risk-adjusted returns?

DTD currently has the higher Sharpe Ratio (2.28 vs 2.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.