ACVU vs. HSRT

Last updated Jun 4, 2026

ACVU (Hartford Alpha Capture Value ETF) and HSRT (Hartford AAA CLO ETF) are both exchange-traded funds - ACVU is a Large Cap Value Equities fund actively managed by Hartford, while HSRT is a CLO fund tracking the JP Morgan CLOIE AAA Index. ACVU is actively managed, while HSRT is passively managed. At a 0.02 correlation, their price movements are largely independent. ACVU charges 0.45%/yr vs 0.24%/yr for HSRT.

Performance

ACVU vs. HSRT - Performance Comparison

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

Returns By Period

ACVU

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

HSRT

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ACVU vs. HSRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ACVU Hartford Alpha Capture Value ETF	11.06%	14.54%	9.83%	8.32%
HSRT Hartford AAA CLO ETF	0.00%	0.60%	6.44%	3.49%

Correlation

The correlation between ACVU and HSRT is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 17, 2023	0.02

Return for Risk

ACVU vs. HSRT — 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

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. HSRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Alpha Capture Value ETF (ACVU) and Hartford AAA CLO ETF (HSRT). 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	HSRT	Difference
Sharpe ratio: Return per unit of total volatility	2.19	—	—
Sortino ratio: Return per unit of downside risk	3.12	—	—
Omega ratio: Gain probability vs. loss probability	1.39	—	—
Calmar ratio: Return relative to maximum drawdown	3.17	—	—
Martin ratio: Return relative to average drawdown	12.13	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ACVU	HSRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.19	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.40	—	—

Drawdowns

Drawdown Indicators

	ACVU	HSRT	Difference
Max Drawdown Largest peak-to-trough decline	-13.11%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-7.56%	—	—
Current Drawdown Current decline from peak	-0.13%	—	—
Average Drawdown Average peak-to-trough decline	-1.97%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.97%	—	—

Volatility

Volatility by Period

	ACVU	HSRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.28%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.22%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.93%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.30%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.30%	—	—

ACVU vs. HSRT - Expense Ratio Comparison

ACVU has a 0.45% expense ratio, which is higher than HSRT's 0.24% expense ratio.

Dividends

ACVU vs. HSRT - Dividend Comparison

ACVU's dividend yield for the trailing twelve months is around 1.77%, while HSRT has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ACVU Hartford Alpha Capture Value ETF	1.77%	1.97%	3.91%	2.87%	0.00%	0.00%	0.00%	0.00%	0.00%
HSRT Hartford AAA CLO ETF	0.00%	1.29%	6.37%	3.98%	2.67%	2.23%	2.88%	3.50%	1.62%

Frequently Asked Questions

Can I hold both ACVU and HSRT in my portfolio?

ACVU and HSRT have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ACVU or HSRT?

On fees, HSRT is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ACVU or HSRT?

HSRT is cheaper with a 0.24% expense ratio, compared with 0.45% for ACVU.

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

ACVU has the higher dividend yield at 1.77%, compared with 0.00% for HSRT.

What is the main difference between ACVU and HSRT?

ACVU is categorized as Large Cap Value Equities, while HSRT is CLO. Their fees differ too: 0.45% for ACVU and 0.24% for HSRT.