ACEP vs VYM

ACEP vs VYM

Which is better, ACEP or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.8%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricACEPVYM
Expense Ratio0.45%0.04%Best
AUM$103M$81.6B
Dividend Yield0.11%2.22%
Holdings38613
YTD Return+21.88%Best+12.29%
1Y Return-+16.61%
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Top 10 Weight37.8%26.1%Best
Fund FamilyARS InvestmentVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 20, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ACEP vs VYM 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.

ACEP vs VYM Performance

ARS Core Equity Portfolio ETF (ACEP) is an ETF from ARS Investment and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, ACEP is up 21.88% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACEP charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, ACEP currently yields 0.11% against 2.22% for VYM.

Holdings Overlap

ACEP already in VYM60.8%
VYM already in ACEP22.6%

60.8% of ACEP's money is in holdings VYM also owns. 22.6% of VYM's money is in holdings ACEP also owns.

The two portfolios partly overlap.

22 positions in common, counted across the 35 positions we hold weights for in ACEP and 557 in VYM, against full books of 38 and 613.

What only one of them owns

Our book lists 507 positions for VYM that do not appear in our book for ACEP (74.7% of the fund), and 8 for ACEP that do not appear in VYM (25.9%).

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

StockWeight in ACEPWeight in VYMDifference
AVGOBroadcom Inc4.00%7.35%3.35%
JPMJpmorgan Chase3.70%3.82%0.12%
JNJJohnson & Johnson - Common2.72%2.51%0.21%
CVXChevron Corp3.69%1.48%2.21%
BXBlackstone Group Inc. Class A3.58%0.39%3.19%
IBMInternational Business Machines Corp.2.99%0.85%2.14%
TRGPTarga Resources Corp Preferred3.56%0.23%3.33%
SCCOSouthern Copper Corp3.61%0.07%3.54%
ADPAutomatic Data Processing, Inc.3.11%0.43%2.68%
BMYBristol-Myers Squibb Co.2.83%0.54%2.29%

60.8% of ACEP is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ACEPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACEP or VYM?

ACEP has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

What is the holdings overlap between ACEP and VYM?

60.8% of ACEP's money is in holdings VYM also owns. 22.6% of VYM's is in holdings ACEP also owns. They hold 22 positions in common, counted across the 35 positions we hold weights for in ACEP and 557 in VYM.

Which pays a higher dividend, ACEP or VYM?

ACEP yields 0.11% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than ACEP?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.