HSRT vs. ACVU
HSRT (Hartford AAA CLO ETF) and ACVU (Hartford Alpha Capture Value ETF) are both exchange-traded funds - HSRT is a CLO fund tracking the JP Morgan CLOIE AAA Index, while ACVU is a Large Cap Value Equities fund actively managed by Hartford. HSRT is passively managed, while ACVU is actively managed. At a 0.02 correlation, their price movements are largely independent. HSRT charges 0.24%/yr vs 0.45%/yr for ACVU.
Performance
HSRT vs. ACVU - Performance Comparison
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Returns By Period
HSRT
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ACVU
- 1D
- 0.02%
- 1M
- 4.09%
- YTD
- 11.06%
- 6M
- 12.40%
- 1Y
- 23.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HSRT vs. ACVU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HSRT Hartford AAA CLO ETF | 0.00% | 0.60% | 6.44% | 3.49% |
ACVU Hartford Alpha Capture Value ETF | 11.06% | 14.54% | 9.83% | 8.32% |
Correlation
The correlation between HSRT and ACVU 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 |
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Return for Risk
HSRT vs. ACVU — Risk / Return Rank
HSRT
ACVU
HSRT vs. ACVU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford AAA CLO ETF (HSRT) and Hartford Alpha Capture Value ETF (ACVU). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| HSRT | ACVU | 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
HSRT vs. ACVU - Drawdown Comparison
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Drawdown Indicators
| HSRT | ACVU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -13.11% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.56% | — |
Current DrawdownCurrent decline from peak | — | -0.13% | — |
Average DrawdownAverage peak-to-trough decline | — | -1.97% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
Volatility
HSRT vs. ACVU - Volatility Comparison
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Volatility by Period
| HSRT | ACVU | 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% | — |
HSRT vs. ACVU - Expense Ratio Comparison
HSRT has a 0.24% expense ratio, which is lower than ACVU's 0.45% expense ratio.
Dividends
HSRT vs. ACVU - Dividend Comparison
HSRT has not paid dividends to shareholders, while ACVU's dividend yield for the trailing twelve months is around 1.77%.
| 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
HSRT and ACVU 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.
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.
HSRT is cheaper with a 0.24% expense ratio, compared with 0.45% for ACVU.
ACVU has the higher dividend yield at 1.77%, compared with 0.00% for HSRT.
HSRT is categorized as CLO, while ACVU is Large Cap Value Equities. Their fees differ too: 0.24% for HSRT and 0.45% for ACVU.
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