ACVT vs VOO
Advent Convertible Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ACVT | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $32M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 58 | 509 | |
| YTD Return | +6.75% | +13.44% | |
| 1Y Return | +9.29% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 5.7% | 14.1% | |
| Max Drawdown | -5.1% | -34.3% | |
| Fund Family | Advent Capital Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 30, 2025 | Sep 7, 2010 |
ACVT vs VOO Performance
Advent Convertible Bond ETF (ACVT) is a ETF from Advent Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ACVT returned +9.29% while VOO returned +22.62%. Year to date, ACVT is up 6.75% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 5.7% for ACVT. 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 -5.1% for ACVT and -34.3% for VOO. 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACVT charges 0.65% per year while VOO 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, ACVT currently yields 0.00% against 1.09% for VOO.
Holdings Overlap
ACVT and VOO share 0 holdings out of 542 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ACVT or VOO?
ACVT has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, ACVT or VOO?
Over the past year ACVT returned +9.29% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), ACVT annualized +10.92% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, ACVT or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 5.7% for ACVT. Worst drawdown: ACVT -5.1% vs VOO -34.3%.
Should I hold both ACVT and VOO?
ACVT and VOO have a monthly-return correlation of 0.93, 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 ACVT and VOO?
ACVT and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 542 unique securities.
Which pays a higher dividend, ACVT or VOO?
ACVT yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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