ACVF vs IVV
American Conservative Values 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 | ACVF | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $159M | $907.0B | |
| Dividend Yield | 0.52% | 1.10% | |
| Holdings | 388 | 508 | |
| YTD Return | +12.77% | +12.76% | |
| 1Y Return | +15.47% | +20.14% | |
| 3Y Return (annualized) | +18.46% | +21.69% | |
| 5Y Return (annualized) | +11.72% | +13.00% | |
| Volatility (annualized) | 14.9% | 15.1% | |
| Max Drawdown | -24.4% | -56.5% | |
| Fund Family | ACV ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 28, 2020 | May 15, 2000 |
ACVF vs IVV Performance
American Conservative Values ETF (ACVF) is a ETF from ACV ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ACVF returned +15.47% while IVV returned +20.14%. Year to date, ACVF is up 12.77% versus a gain of 12.76% for IVV.
Over three years, ACVF compounded at +18.46% per year against +21.69% for IVV; over five years the annualized figures are +11.72% and +13.00% respectively. Across the full 6-year window we track, ACVF has the edge at +15.91% annualized vs +6.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.9% for ACVF. 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 -24.4% for ACVF 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACVF charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, ACVF currently yields 0.52% against 1.10% for IVV.
Holdings Overlap
ACVF and IVV share 337 holdings out of 557 unique holdings combined, representing a 59.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, ACVF or IVV?
ACVF has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, ACVF or IVV?
Over the past year ACVF returned +15.47% vs +20.14% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), ACVF annualized +15.91% vs +6.99% for IVV. Past performance does not guarantee future results.
Which is riskier, ACVF or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 14.9% for ACVF. Worst drawdown: ACVF -24.4% vs IVV -56.5%.
Should I hold both ACVF and IVV?
ACVF and IVV have a monthly-return correlation of 0.98, 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 ACVF and IVV?
ACVF and IVV share 337 common holdings with a 59.1% weight overlap. Combined, they hold 557 unique securities.
Which pays a higher dividend, ACVF or IVV?
ACVF yields 0.52% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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