ACVU vs. HFSI

Last updated Jun 4, 2026

ACVU (Hartford Alpha Capture Value ETF) and HFSI (Hartford Strategic Income ETF) are both exchange-traded funds - ACVU is a Large Cap Value Equities fund actively managed by Hartford, while HFSI is a Multisector Bonds fund actively managed by Hartford. Both are actively managed. Over the past year, ACVU returned 23.84% vs 8.47% for HFSI. At a 0.33 correlation, their price movements are largely independent. ACVU charges 0.45%/yr vs 0.49%/yr for HFSI.

Performance

ACVU vs. HFSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Alpha Capture Value ETF (ACVU) and Hartford Strategic Income ETF (HFSI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACVU achieves a 11.06% return, which is significantly higher than HFSI's 1.38% return.

ACVU

• 1D: 0.02%
• 1M: 4.09%
• YTD: 11.06%
• 6M: 12.40%
• 1Y: 23.84%
• 3Y*: —
• 5Y*: —
• 10Y*: —

HFSI

• 1D: -0.20%
• 1M: 0.87%
• YTD: 1.38%
• 6M: 1.51%
• 1Y: 8.47%
• 3Y*: 8.37%
• 5Y*: —
• 10Y*: —

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

ACVU vs. HFSI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ACVU Hartford Alpha Capture Value ETF	11.06%	14.54%	9.83%	8.32%
HFSI Hartford Strategic Income ETF	1.38%	9.56%	7.91%	8.50%

Correlation

The correlation between ACVU and HFSI is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.38
Correlation (All Time) Calculated using the full available price history since Oct 17, 2023	0.33

Return for Risk

ACVU vs. HFSI — Risk / Return Rank

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

ACVU

ACVU Risk / Return Rank: 67
ACVU Sharpe Ratio Rank: 68
ACVU Sortino Ratio Rank: 69
ACVU Omega Ratio Rank: 66
ACVU Calmar Ratio Rank: 65
ACVU Martin Ratio Rank: 67

HFSI

HFSI Risk / Return Rank: 68
HFSI Sharpe Ratio Rank: 71
HFSI Sortino Ratio Rank: 78
HFSI Omega Ratio Rank: 76
HFSI Calmar Ratio Rank: 55
HFSI Martin Ratio Rank: 61

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. HFSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Alpha Capture Value ETF (ACVU) and Hartford Strategic Income ETF (HFSI). 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.

	ACVU	HFSI	Difference
Sharpe ratio: Return per unit of total volatility	2.19	2.37	-0.18
Sortino ratio: Return per unit of downside risk	3.12	3.57	-0.45
Omega ratio: Gain probability vs. loss probability	1.39	1.46	-0.07
Calmar ratio: Return relative to maximum drawdown	3.17	2.78	+0.39
Martin ratio: Return relative to average drawdown	12.13	11.13	+1.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ACVU vs. HFSI - Sharpe Ratio Comparison

The current ACVU Sharpe Ratio is 2.19, which is comparable to the HFSI Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of ACVU and HFSI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ACVU	HFSI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.19	2.37	-0.18
Sharpe Ratio (All Time) Calculated using the full available price history	1.40	0.55	+0.85

Drawdowns

ACVU vs. HFSI - Drawdown Comparison

The maximum ACVU drawdown since its inception was -13.11%, smaller than the maximum HFSI drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for ACVU and HFSI.

Drawdown Indicators

	ACVU	HFSI	Difference
Max Drawdown Largest peak-to-trough decline	-13.11%	-19.34%	+6.23%
Max Drawdown (1Y) Largest decline over 1 year	-7.56%	-3.06%	-4.50%
Max Drawdown (3Y) Largest decline over 3 years	—	-5.11%	—
Current Drawdown Current decline from peak	-0.13%	-0.20%	+0.07%
Average Drawdown Average peak-to-trough decline	-1.97%	-5.72%	+3.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.97%	0.76%	+1.21%

Volatility

ACVU vs. HFSI - Volatility Comparison

Hartford Alpha Capture Value ETF (ACVU) has a higher volatility of 3.28% compared to Hartford Strategic Income ETF (HFSI) at 1.13%. This indicates that ACVU's price experiences larger fluctuations and is considered to be riskier than HFSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACVU	HFSI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.28%	1.13%	+2.15%
Volatility (6M) Calculated over the trailing 6-month period	8.22%	2.52%	+5.70%
Volatility (1Y) Calculated over the trailing 1-year period	10.93%	3.58%	+7.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.30%	4.97%	+7.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.30%	4.97%	+7.33%

ACVU vs. HFSI - Expense Ratio Comparison

ACVU has a 0.45% expense ratio, which is lower than HFSI's 0.49% expense ratio.

Dividends

ACVU vs. HFSI - Dividend Comparison

ACVU's dividend yield for the trailing twelve months is around 1.77%, less than HFSI's 5.54% yield.

Position	TTM	2025	2024	2023	2022	2021
ACVU Hartford Alpha Capture Value ETF	1.77%	1.97%	3.91%	2.87%	0.00%	0.00%
HFSI Hartford Strategic Income ETF	5.54%	5.67%	6.51%	5.77%	4.87%	0.71%

Frequently Asked Questions

Can I hold both ACVU and HFSI in my portfolio?

ACVU and HFSI have a correlation of 0.38, 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 HFSI?

ACVU has higher volatility (3.28%) compared to HFSI (1.13%). In terms of maximum drawdown, ACVU dropped -13.11% vs HFSI's -19.34%.

Which ETF is better, ACVU or HFSI?

On 1-year performance, ACVU leads with 23.84% vs 8.47% for HFSI. On fees, ACVU is cheaper at 0.45% per year. On volatility, HFSI has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, ACVU or HFSI?

Over the 1-year period, ACVU has performed better with a 23.84% return vs 8.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, ACVU or HFSI?

ACVU is cheaper with a 0.45% expense ratio, compared with 0.49% for HFSI.

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

HFSI has the higher dividend yield at 5.54%, compared with 1.77% for ACVU.

What is the main difference between ACVU and HFSI?

ACVU is categorized as Large Cap Value Equities, while HFSI is Multisector Bonds. Their fees differ too: 0.45% for ACVU and 0.49% for HFSI.

Which has better risk-adjusted returns?

HFSI currently has the higher Sharpe Ratio (2.37 vs 2.19), 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.