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ACEP vs. ITOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ACEP vs. ITOT

Last updated Jun 24, 2026

ACEP (ARS Core Equity Portfolio ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds. ACEP is actively managed, while ITOT is passively managed. Their correlation of 0.80 suggests significant overlap in exposure. ACEP charges 0.45%/yr vs 0.03%/yr for ITOT.

Performance

ACEP vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARS Core Equity Portfolio ETF (ACEP) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACEP achieves a 21.62% return, which is significantly higher than ITOT's 8.94% return.

ACEP

1D
-1.50%
1M
1.11%
YTD
21.62%
6M
20.24%
1Y
—
3Y*
—
5Y*
—
10Y*
—

ITOT

1D
-1.30%
1M
-0.81%
YTD
8.94%
6M
7.85%
1Y
24.26%
3Y*
20.67%
5Y*
11.93%
10Y*
15.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACEP vs. ITOT - Yearly Performance Comparison

2026 (YTD)2025
ACEP
ARS Core Equity Portfolio ETF		21.62%8.00%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		8.94%5.06%

Correlation

The correlation between ACEP and ITOT is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

0.80

ACEP vs. ITOT - Sectors Allocation Comparison

Sectors
ACEP
ITOT

Technology

34.9%
37.2%

Financial Services

14.2%
11.4%

Basic Materials

12.5%
2.0%

Energy

12.2%
3.3%

Industrials

10.7%
9.1%

Healthcare

7.2%
8.8%

Consumer Cyclical

2.9%
9.8%

Consumer Defensive

2.2%
4.3%

Real Estate

2.0%
2.3%

Communication Services

1.2%
9.8%

Utilities

-

2.1%

Technology

ACEP
34.9%
ITOT
37.2%

Financial Services

ACEP
14.2%
ITOT
11.4%

Basic Materials

ACEP
12.5%
ITOT
2.0%

Energy

ACEP
12.2%
ITOT
3.3%

Industrials

ACEP
10.7%
ITOT
9.1%

Healthcare

ACEP
7.2%
ITOT
8.8%

Consumer Cyclical

ACEP
2.9%
ITOT
9.8%

Consumer Defensive

ACEP
2.2%
ITOT
4.3%

Real Estate

ACEP
2.0%
ITOT
2.3%

Communication Services

ACEP
1.2%
ITOT
9.8%

Utilities

ACEP

-

ITOT
2.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ARS Core Equity Portfolio ETF

iShares Core S&P Total U.S. Stock Market ETF

Often compared with ACEP:
ACEP vs. AFOSACEP vs. GXLCACEP vs. NRSHACEP vs. UJUNACEP vs. FNDXACEP vs. PSCXACEP vs. CNAV
Often compared with ITOT:
ITOT vs. VTIITOT vs. VOOITOT vs. SCHBITOT vs. SPYITOT vs. FSKAXITOT vs. IVVITOT vs. IXUS

Return for Risk

ACEP vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ACEP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ITOT
ITOT Risk / Return Rank: 5959
Overall Rank
ITOT Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 5656
Sortino Ratio Rank
ITOT Omega Ratio Rank: 5757
Omega Ratio Rank
ITOT Calmar Ratio Rank: 5757
Calmar Ratio Rank
ITOT Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACEP vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARS Core Equity Portfolio ETF (ACEP) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

ACEPITOTDifference
Sharpe ratioReturn per unit of total volatility

—

1.90

—

Sortino ratioReturn per unit of downside risk

—

2.59

—

Omega ratioGain probability vs. loss probability

—

1.34

—

Calmar ratioReturn relative to maximum drawdown

—

2.74

—

Martin ratioReturn relative to average drawdown

—

12.14

—

ACEP vs. ITOT - Sharpe Ratio Comparison

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Drawdowns

ACEP vs. ITOT - Drawdown Comparison

The maximum ACEP drawdown since its inception was -7.06%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for ACEP and ITOT.

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Drawdown Indicators

ACEPITOTDifference

Max Drawdown

Largest peak-to-trough decline

-7.06%

-55.20%

+48.14%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.90%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.44%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.36%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.00%

—

Current Drawdown

Current decline from peak

-2.87%

-2.79%

-0.08%

Average Drawdown

Average peak-to-trough decline

-1.49%

-6.96%

+5.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.00%

—

Volatility

ACEP vs. ITOT - Volatility Comparison

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Volatility by Period

ACEPITOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.96%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

10.06%

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.81%

12.85%

+4.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.81%

17.46%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.81%

18.28%

-0.47%

ACEP vs. ITOT - Expense Ratio Comparison

ACEP has a 0.45% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

ACEP vs. ITOT - Dividend Comparison

ACEP's dividend yield for the trailing twelve months is around 0.11%, less than ITOT's 1.02% yield.

PositionTTM20252024202320222021202020192018201720162015
ACEP
ARS Core Equity Portfolio ETF		0.11%0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		1.02%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions

ACEP and ITOT have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ITOT is cheaper with a 0.03% expense ratio, compared with 0.45% for ACEP.

ITOT has the higher dividend yield at 1.02%, compared with 0.11% for ACEP.

They also come from different issuers: ARS Investment Partners and iShares. Their fees differ too: 0.45% for ACEP and 0.03% for ITOT.

Portfolio Optimizer

Find the right allocation for ACEP and ITOT

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