ACVF vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricACVFSPYWinner
Expense Ratio0.75%0.09%
AUM$151M$789.1B
Dividend Yield0.52%1.01%
Holdings388505
YTD Return+13.00%+13.28%
1Y Return+17.86%+23.94%
3Y Return (annualized)+18.16%+21.07%
5Y Return (annualized)+12.05%+13.27%
Volatility (annualized)14.9%15.3%
Max Drawdown-24.4%-56.5%
Fund FamilyACV ETFsState Street Investment Management
CategoryEquityEquity
InceptionOct 28, 2020Jan 22, 1993

ACVF vs SPY Performance

American Conservative Values ETF (ACVF) is a ETF from ACV ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ACVF returned +17.86% while SPY returned +23.94%. Year to date, ACVF is up 13.00% versus a gain of 13.28% for SPY.

Over three years, ACVF compounded at +18.16% per year against +21.07% for SPY; over five years the annualized figures are +12.05% and +13.27% respectively. Across the full 6-year window we track, ACVF has the edge at +16.12% annualized vs +8.84%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, ACVF currently yields 0.52% against 1.01% for SPY.

Holdings Overlap

58.0%overlap

ACVF and SPY share 330 holdings out of 556 unique holdings combined, representing a 58.0% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in ACVFWeight in SPYDifference
NVDA7.50%7.31%0.19%
MSFT4.47%4.43%0.04%
AVGO2.43%2.73%0.30%
BRK.BProProPro
TSLAProProPro
CSCOProProPro
WMTProProPro
LLYProProPro
XOMProProPro
MUProProPro
See all 10 holdings ACVF shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ACVF or SPY?

ACVF has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, ACVF or SPY?

Over the past year ACVF returned +17.86% vs +23.94% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (6 years), ACVF annualized +16.12% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, ACVF or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.9% for ACVF. Worst drawdown: ACVF -24.4% vs SPY -56.5%.

Should I hold both ACVF and SPY?

ACVF and SPY 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 SPY?

ACVF and SPY share 330 common holdings with a 58.0% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, ACVF or SPY?

ACVF yields 0.52% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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