ACVU vs JLVP
Hartford Alpha Capture Value ETF vs JPMorgan US Large Cap Value Plus ETF
Which is better, ACVU or JLVP?
ACVU costs less.
ACVU has a lower expense ratio.
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 | ACVU | JLVP |
|---|---|---|
| Expense Ratio | 0.45%Best | 1.05% |
| AUM | $274M | $28M |
| Dividend Yield | 1.74% | 0.00% |
| Holdings | 107 | 154 |
| YTD Return | +8.50%Best | +1.10% |
| Fund Family | Hartford Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 13, 2023 | Jul 30, 2026 |
Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
ACVU vs JLVP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ACVU vs JLVP Performance
Hartford Alpha Capture Value ETF (ACVU) is an ETF from Hartford Funds and JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management. Year to date, ACVU is up 8.50% versus a gain of 1.10% for JLVP.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACVU charges 0.45% per year while JLVP charges 1.05%. On a $10,000 position that is $45 vs $105 annually, a gap of $60 per year that compounds over a long holding period. On income, ACVU currently yields 1.74% against 0.00% for JLVP.
Holdings Overlap
At least 46.1% of ACVU's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
29 positions in common, counted across the 110 positions we hold weights for in ACVU and 153 in JLVP, against full books of 107 and 154.
What only one of them owns
Measured across the 110 and 153 positions we hold weights for.
JLVP holds 79 positions ACVU does not, 75.8% of the fund.
Largest: JIMXX 3.90%, META 3.27%, T 2.19%, AZO 2.08%, NOW 2.07%
Top Shared Holdings
| Stock | Weight in ACVU | Weight in JLVP | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 6.87% | 8.99% | 2.12% |
| MSFTMicrosoft Corp | 7.69% | 6.60% | 1.09% |
| AAPLApple, Inc | 4.85% | 2.59% | 2.26% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 2.01% | 2.70% | 0.69% |
| ABBVAbbvie Inc. | 2.36% | 1.72% | 0.64% |
| JNJJohnson & Johnson - Common | 2.32% | 1.33% | 0.99% |
| BACBank of America Corp.: Financials | 0.83% | 2.71% | 1.88% |
| UNHUnitedhealth Group Incorporated | 1.47% | 1.88% | 0.41% |
| WFCWells Fargo & Co. | 1.00% | 2.30% | 1.30% |
| DISWalt Disney Co | 1.56% | 1.30% | 0.26% |
46.1% of ACVU is already inside JLVP.
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, ACVU or JLVP?
ACVU has an expense ratio of 0.45% while JLVP charges 1.05%. ACVU is the cheaper option, by $60 a year on a $10,000 investment.
What is the holdings overlap between ACVU and JLVP?
At least 46.1% of ACVU's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 29 positions in common, counted across the 110 positions we hold weights for in ACVU and 153 in JLVP.
Which pays a higher dividend, ACVU or JLVP?
ACVU yields 1.74% while JLVP yields 0.00%, so ACVU currently pays the higher dividend yield.
Is JLVP better than ACVU?
ACVU has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.