ACSI vs IVV
American Customer Satisfaction ETF vs iShares Core S&P 500 ETF
Which is better, ACSI or IVV?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 44.7%.
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 | ACSI | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $117M | $876.4B |
| Dividend Yield | 0.79% | 1.06% |
| Holdings | 33 | 508 |
| YTD Return | +15.08%Best | +14.14% |
| 1Y Return | +16.80% | +17.30%Best |
| 3Y Return (annualized) | +20.85% | +23.04%Best |
| 5Y Return (annualized) | +9.76% | +13.63%Best |
| Volatility (annualized) | 15.7% | 15.5%Best |
| Max Drawdown | -34.5% | -33.9%Best |
| $10,000 over 5 years | $15,930 | $18,944Best |
| Top 10 Weight | 44.7% | 37.8%Best |
| Fund Family | Exponential ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 31, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Nov 1, 2016 to Sep 22, 2026 (9.9 years).
ACSI vs IVV 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 9.9 years both funds cover.
ACSI vs IVV Performance
American Customer Satisfaction ETF (ACSI) is an ETF from Exponential ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ACSI returned +16.80% while IVV returned +17.30%. Year to date, ACSI is up 15.08% versus a gain of 14.14% for IVV.
Over three years, ACSI compounded at +20.85% per year against +23.04% for IVV; over five years the annualized figures are +9.76% and +13.63% respectively. Across the full 10-year window we track, IVV has the edge at +14.94% annualized vs +13.14%.
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 15.5% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.79% against 1.06% for IVV.
Holdings Overlap
85.6% of ACSI's money is in holdings IVV also owns. 22.6% of IVV's money is in holdings ACSI also owns.
Most of ACSI is already inside IVV. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 32 positions we hold weights for in ACSI and 490 in IVV, against full books of 33 and 508.
What only one of them owns
Our book lists 456 positions for IVV that do not appear in our book for ACSI (76.0% of the fund), and 3 for ACSI that do not appear in IVV (7.9%).
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
| Stock | Weight in ACSI | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.52% | 7.02% | 0.50% |
| AMZNAmazon.Com Inc | 4.85% | 3.84% | 1.01% |
| GOOGAlphabet Inc | 4.23% | 2.39% | 1.84% |
| METAMeta Platforms Inc | 4.48% | 1.90% | 2.58% |
| JPMJpmorgan Chase | 3.62% | 1.44% | 2.18% |
| DELLDell Technologies Inc | 4.80% | 0.20% | 4.60% |
| TBBAt&t Inc | 4.08% | 0.27% | 3.81% |
| VZVerizon Communic | 3.86% | 0.32% | 3.54% |
| BACBank of America Corp.: Financials | 3.56% | 0.61% | 2.95% |
| SCHWSchwab Strategic T | 3.71% | 0.27% | 3.44% |
85.6% of ACSI is already inside IVV.
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, ACSI or IVV?
ACSI has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, ACSI or IVV?
Over the past year ACSI returned +16.80% vs +17.30% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), ACSI annualized +13.14% vs +14.94% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACSI or IVV?
ACSI has been the more volatile fund at 15.7% annualized versus 15.5% for IVV. Worst drawdown: ACSI -34.5% vs IVV -33.9%.
Should I hold both ACSI and IVV?
ACSI and IVV have a monthly-return correlation of 0.96, 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 ACSI and IVV?
85.6% of ACSI's money is in holdings IVV also owns. 22.6% of IVV's is in holdings ACSI also owns. They hold 26 positions in common, counted across the 32 positions we hold weights for in ACSI and 490 in IVV.
Which pays a higher dividend, ACSI or IVV?
ACSI yields 0.79% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than ACSI?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.96. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 44.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.