ACSI vs IVV
American Customer Satisfaction ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | ACSI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $119M | $907.0B | |
| Dividend Yield | 0.80% | 1.10% | |
| Holdings | 35 | 508 | |
| YTD Return | +15.99% | +13.22% | |
| 1Y Return | +18.92% | +21.62% | |
| 3Y Return (annualized) | +20.21% | +22.17% | |
| 5Y Return (annualized) | +9.64% | +13.42% | |
| Volatility (annualized) | 15.7% | 15.1% | |
| Max Drawdown | -34.5% | -56.5% | |
| Fund Family | Exponential ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 31, 2016 | May 15, 2000 |
ACSI vs IVV Performance
American Customer Satisfaction ETF (ACSI) is a ETF from Exponential ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ACSI returned +18.92% while IVV returned +21.62%. Year to date, ACSI is up 15.99% versus a gain of 13.22% for IVV.
Over three years, ACSI compounded at +20.21% per year against +22.17% for IVV; over five years the annualized figures are +9.64% and +13.42% respectively. Across the full 10-year window we track, ACSI has the edge at +13.37% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ACSI has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.1% for IVV. 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 ACSI and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACSI charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, ACSI currently yields 0.80% against 1.10% for IVV.
Holdings Overlap
ACSI and IVV share 28 holdings out of 509 unique holdings combined, representing a 23.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ACSI or IVV?
ACSI has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, ACSI or IVV?
Over the past year ACSI returned +18.92% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), ACSI annualized +13.37% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, ACSI or IVV?
ACSI has been the more volatile fund at 15.7% annualized versus 15.1% for IVV. Worst drawdown: ACSI -34.5% vs IVV -56.5%.
Should I hold both ACSI and IVV?
ACSI and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ACSI and IVV?
ACSI and IVV share 28 common holdings with a 23.2% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, ACSI or IVV?
ACSI yields 0.80% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.