ACGR vs HFGO
American Century Large Cap Growth ETF vs Hartford Large Cap Growth ETF
Which is better, ACGR or HFGO?
Nearly the same fund. ACGR costs less.
ACGR has a lower expense ratio. ACGR led over 5Y and the full window, HFGO over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.98. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 61.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACGR | HFGO |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.59% |
| AUM | $11M | $186M |
| Dividend Yield | 0.10% | 0.00% |
| Holdings | 94 | 48 |
| YTD Return | +7.66% | +8.71%Best |
| 1Y Return | +9.05% | +10.28%Best |
| 3Y Return (annualized) | +19.56% | +25.71%Best |
| 5Y Return (annualized) | +11.15%Best | +8.72% |
| Volatility (annualized) | 19.1%Best | 22.2% |
| Max Drawdown | -34.5%Best | -44.6% |
| $10,000 over 5 years | $16,965Best | $15,190 |
| Top 10 Weight | 52.4%Best | 61.2% |
| Fund Family | American Century Investments | Hartford Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2021 | Nov 9, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Nov 10, 2021 to Oct 14, 2026 (4.9 years).
ACGR vs HFGO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.9 years both funds cover.
ACGR vs HFGO Performance
American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds. Over the past year ACGR returned +9.05% while HFGO returned +10.28%. Year to date, ACGR is up 7.66% versus a gain of 8.71% for HFGO.
Over three years, ACGR compounded at +19.56% per year against +25.71% for HFGO; over five years the annualized figures are +11.15% and +8.72% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFGO has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 19.1% for ACGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.5% for ACGR and -44.6% for HFGO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACGR charges 0.39% per year while HFGO charges 0.59%. On a $10,000 position that is $39 vs $59 annually, a gap of $20 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.00% for HFGO.
Holdings Overlap
57.4% of ACGR's money is in holdings HFGO also owns. 74.2% of HFGO's money is in holdings ACGR also owns.
Most of HFGO is already inside ACGR. Owning both mostly buys the same companies twice.
21 positions in common, counted across the 93 positions we hold weights for in ACGR and 46 in HFGO, against full books of 94 and 48.
What only one of them owns
Our book lists 21 positions for HFGO that do not appear in our book for ACGR (21.4% of the fund), and 68 for ACGR that do not appear in HFGO (40.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACGR | Weight in HFGO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.38% | 16.55% | 3.17% |
| GOOGLAlphabet Inc | 11.90% | 9.88% | 2.02% |
| AVGOBroadcom Inc | 5.72% | 5.41% | 0.31% |
| MSFTMicrosoft Corp | 4.90% | 5.33% | 0.43% |
| AAPLApple, Inc | 3.61% | 4.81% | 1.20% |
| LLYEli Lilly & Co. | 2.97% | 3.82% | 0.85% |
| METAMeta Platforms Inc | 2.04% | 4.54% | 2.50% |
| AMZNAmazon.Com Inc | 2.00% | 4.50% | 2.50% |
| SNDKVSandisk Corp. | 0.96% | 3.49% | 2.53% |
| TSLATesla Inc | 2.46% | 1.54% | 0.92% |
74.2% of HFGO is already inside ACGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACGR or HFGO?
ACGR has an expense ratio of 0.39% while HFGO charges 0.59%. ACGR is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, ACGR or HFGO?
Over the past year ACGR returned +9.05% vs +10.28% for HFGO, so HFGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACGR or HFGO?
HFGO has been the more volatile fund at 22.2% annualized versus 19.1% for ACGR. Worst drawdown: ACGR -34.5% vs HFGO -44.6%.
Should I hold both ACGR and HFGO?
ACGR and HFGO have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ACGR and HFGO?
74.2% of HFGO's money is in holdings ACGR also owns. 74.2% of HFGO's is in holdings ACGR also owns. They hold 21 positions in common, counted across the 93 positions we hold weights for in ACGR and 46 in HFGO.
Which pays a higher dividend, ACGR or HFGO?
ACGR yields 0.10% while HFGO yields 0.00%, so ACGR currently pays the higher dividend yield.
Is HFGO better than ACGR?
ACGR has a lower expense ratio. ACGR led over 5Y and the full window, HFGO over 1Y and 3Y. The two have moved almost in lockstep, correlation 0.98. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 61.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.