ACVF vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricACVFVOOWinner
Expense Ratio0.75%0.03%
AUM$151M$979.0B
Dividend Yield0.52%1.09%
Holdings388509
YTD Return+13.00%+13.31%
1Y Return+17.86%+24.01%
3Y Return (annualized)+18.16%+21.17%
5Y Return (annualized)+12.05%+13.34%
Volatility (annualized)14.9%14.1%
Max Drawdown-24.4%-34.3%
Fund FamilyACV ETFsVanguard (US)
CategoryEquityEquity
InceptionOct 28, 2020Sep 7, 2010

ACVF vs VOO Performance

American Conservative Values ETF (ACVF) is a ETF from ACV ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ACVF returned +17.86% while VOO returned +24.01%. Year to date, ACVF is up 13.00% versus a gain of 13.31% for VOO.

Over three years, ACVF compounded at +18.16% per year against +21.17% for VOO; over five years the annualized figures are +12.05% and +13.34% respectively. Across the full 6-year window we track, ACVF has the edge at +16.12% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ACVF has been the more volatile fund, with annualized monthly volatility of 14.9% compared with 14.1% for VOO. 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 -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 0.98. 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 VOO 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 1.09% for VOO.

Holdings Overlap

58.3%overlap

ACVF and VOO share 332 holdings out of 556 unique holdings combined, representing a 58.3% weight overlap.

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

Top Shared Holdings

StockWeight in ACVFWeight in VOODifference
NVDA7.50%7.51%0.01%
MSFT4.47%4.30%0.17%
AVGO2.43%2.77%0.34%
TSLAProProPro
BRK.BProProPro
CSCOProProPro
WMTProProPro
LLYProProPro
XOMProProPro
MUProProPro
See all 10 holdings ACVF shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ACVF or VOO?

ACVF has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, ACVF or VOO?

Over the past year ACVF returned +17.86% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), ACVF annualized +16.12% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, ACVF or VOO?

ACVF has been the more volatile fund at 14.9% annualized versus 14.1% for VOO. Worst drawdown: ACVF -24.4% vs VOO -34.3%.

Should I hold both ACVF and VOO?

ACVF and VOO 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 VOO?

ACVF and VOO share 332 common holdings with a 58.3% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, ACVF or VOO?

ACVF yields 0.52% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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