ACVS vs SPY

ACVS vs SPY

Which is better, ACVS or SPY?

Small Cap Value against Large Cap Blend.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricACVSSPY
Expense Ratio0.75%0.09%Best
AUM-$823.2B
Dividend Yield-0.99%
Holdings-1,515
YTD Price Return-+12.65%
1Y Price Return-+16.21%
3Y Price Return (annualized)-+20.89%
5Y Price Return (annualized)-+11.71%
Volatility (annualized)-15.2%
Max Drawdown--56.5%
Fund FamilyAmerican Conservative Value ETFState Street Investment Management
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionOct 29, 2020Jan 22, 1993

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for ACVS. We have no price series for ACVS, so there is nothing to compare it against.

ACVS vs SPY Performance

American Conservative Values Small-Cap ETF (ACVS) is an ETF from American Conservative Value ETF and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management.

Fees and Cost Over Time

ACVS 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.

You are not choosing between two funds in isolation.

Whichever of ACVS and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACVSSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACVS or SPY?

ACVS has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option, by $66 a year on a $10,000 investment.

Is SPY better than ACVS?

SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.