ACEP vs IVV
ARS Core Equity Portfolio ETF vs iShares Core S&P 500 ETF
Which is better, ACEP or IVV?
ACEP has been ahead.
IVV has a lower expense ratio. ACEP led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 39.2%.
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 | ACEP | IVV |
|---|---|---|
| Expense Ratio | 0.46% | 0.03%Best |
| AUM | $100M | $896.5B |
| Dividend Yield | 0.11% | 1.10% |
| Holdings | 36 | 508 |
| YTD Return | +19.35%Best | +13.59% |
| 1Y Return | +30.75%Best | +17.54% |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Top 10 Weight | 39.2% | 38.9%Best |
| Fund Family | ARS Investment | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 20, 2025 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACEP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ACEP vs IVV Performance
ARS Core Equity Portfolio ETF (ACEP) is an ETF from ARS Investment and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ACEP returned +30.75% while IVV returned +17.54%. Year to date, ACEP is up 19.35% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACEP charges 0.46% per year while IVV charges 0.03%. On a $10,000 position that is $46 vs $3 annually, a gap of $43 per year that compounds over a long holding period. On income, ACEP currently yields 0.11% against 1.10% for IVV.
Holdings Overlap
75.6% of ACEP's money is in holdings IVV also owns. 17.1% of IVV's money is in holdings ACEP also owns.
Most of ACEP is already inside IVV. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 35 positions we hold weights for in ACEP and 506 in IVV, against full books of 36 and 508.
What only one of them owns
Our book lists 474 positions for IVV that do not appear in our book for ACEP (82.3% of the fund), and 3 for ACEP that do not appear in IVV (10.3%).
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 ACEP | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.36% | 7.29% | 4.93% |
| AVGOBroadcom Inc | 3.85% | 2.47% | 1.38% |
| LRCXLrcx Uw Equity | 4.55% | 0.64% | 3.91% |
| STXSeagate Technolo | 4.73% | 0.32% | 4.41% |
| JPMJpmorgan Chase | 3.59% | 1.34% | 2.25% |
| CVXChevron Corp | 3.85% | 0.62% | 3.23% |
| PHParker-Hannifin Corp. | 3.89% | 0.18% | 3.71% |
| HPEHewlett Packard Enterprise Co | 3.58% | 0.13% | 3.45% |
| JNJJohnson & Johnson - Common | 2.75% | 0.94% | 1.81% |
| TRGPTarga Resources Corp Preferred | 3.51% | 0.09% | 3.42% |
75.6% of ACEP 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, ACEP or IVV?
ACEP has an expense ratio of 0.46% while IVV charges 0.03%. IVV is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, ACEP or IVV?
Over the past year ACEP returned +30.75% vs +17.54% for IVV, so ACEP leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between ACEP and IVV?
75.6% of ACEP's money is in holdings IVV also owns. 17.1% of IVV's is in holdings ACEP also owns. They hold 26 positions in common, counted across the 35 positions we hold weights for in ACEP and 506 in IVV.
Which pays a higher dividend, ACEP or IVV?
ACEP yields 0.11% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than ACEP?
IVV has a lower expense ratio. ACEP led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 39.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.