ACEP vs IVV
ARS Core Equity Portfolio ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ACEP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $105M | $907.0B | |
| Dividend Yield | 0.11% | 1.10% | |
| Holdings | 36 | 508 | |
| YTD Return | +26.43% | +13.51% | |
| 1Y Return | - | +20.65% | |
| 3Y Return (annualized) | - | +21.94% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -7.1% | -56.5% | |
| Fund Family | ARS Investment | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2025 | May 15, 2000 |
ACEP vs IVV Performance
ARS Core Equity Portfolio ETF (ACEP) is a ETF from ARS Investment and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, ACEP is up 26.43% versus a gain of 13.51% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.1% for ACEP and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ACEP charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, ACEP currently yields 0.11% against 1.10% for IVV.
Holdings Overlap
ACEP and IVV share 25 holdings out of 516 unique holdings combined, representing a 11.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ACEP or IVV?
ACEP has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between ACEP and IVV?
ACEP and IVV share 25 common holdings with a 11.9% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, ACEP or IVV?
ACEP yields 0.11% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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