ACEP vs. IUS

Last updated Jun 4, 2026

ACEP (ARS Core Equity Portfolio ETF) and IUS (Invesco RAFI Strategic US ETF) are both Large Cap Blend Equities funds. ACEP is actively managed, while IUS is passively managed. A 0.80 correlation means they provide meaningful diversification when combined. ACEP charges 0.45%/yr vs 0.19%/yr for IUS.

Performance

ACEP vs. IUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ARS Core Equity Portfolio ETF (ACEP) and Invesco RAFI Strategic US ETF (IUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACEP achieves a 24.34% return, which is significantly higher than IUS's 15.71% return.

ACEP

• 1D: -0.69%
• 1M: 8.05%
• YTD: 24.34%
• 6M: 27.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IUS

• 1D: -0.07%
• 1M: 4.89%
• YTD: 15.71%
• 6M: 15.69%
• 1Y: 33.27%
• 3Y*: 20.93%
• 5Y*: 13.61%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ACEP vs. IUS - Yearly Performance Comparison

	2026 (YTD)	2025
ACEP ARS Core Equity Portfolio ETF	24.34%	7.88%
IUS Invesco RAFI Strategic US ETF	15.71%	3.51%

Correlation

The correlation between ACEP and IUS is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 24, 2025	0.80

ACEP vs. IUS - Sectors Allocation Comparison

Sectors	ACEP	IUS
Technology	35.8%	22.4%
Financial Services	14.6%	6.8%
Energy	12.5%	10.9%
Basic Materials	12.2%	3.3%
Industrials	10.5%	9.7%
Healthcare	7.5%	12.8%
Consumer Defensive	2.5%	7.4%
Real Estate	2.0%	0.5%
Communication Services	1.3%	14.7%
Consumer Cyclical	1.2%	10.7%
Utilities	-	1.0%

Return for Risk

ACEP vs. IUS — Risk / Return Rank

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

IUS

IUS Risk / Return Rank: 91
IUS Sharpe Ratio Rank: 91
IUS Sortino Ratio Rank: 92
IUS Omega Ratio Rank: 90
IUS Calmar Ratio Rank: 89
IUS Martin Ratio Rank: 92

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. IUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ARS Core Equity Portfolio ETF (ACEP) and Invesco RAFI Strategic US ETF (IUS). 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.

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

Sharpe Ratios by Period

	ACEP	IUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.26	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.41	0.85	+3.56

Drawdowns

ACEP vs. IUS - Drawdown Comparison

The maximum ACEP drawdown since its inception was -7.06%, smaller than the maximum IUS drawdown of -34.67%. Use the drawdown chart below to compare losses from any high point for ACEP and IUS.

Drawdown Indicators

	ACEP	IUS	Difference
Max Drawdown Largest peak-to-trough decline	-7.06%	-34.67%	+27.61%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.15%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.61%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.72%	—
Current Drawdown Current decline from peak	-0.69%	-0.07%	-0.62%
Average Drawdown Average peak-to-trough decline	-1.41%	-3.86%	+2.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.43%	—

Volatility

Volatility by Period

	ACEP	IUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.50%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.41%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.29%	10.26%	+7.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.29%	15.00%	+2.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.29%	18.04%	-0.75%

ACEP vs. IUS - Expense Ratio Comparison

ACEP has a 0.45% expense ratio, which is higher than IUS's 0.19% expense ratio.

Dividends

ACEP vs. IUS - Dividend Comparison

ACEP's dividend yield for the trailing twelve months is around 0.11%, less than IUS's 1.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ACEP ARS Core Equity Portfolio ETF	0.11%	0.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IUS Invesco RAFI Strategic US ETF	1.28%	1.48%	1.52%	1.72%	1.78%	1.46%	1.74%	1.77%	0.73%

Frequently Asked Questions

Can I hold both ACEP and IUS in my portfolio?

ACEP and IUS 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.

Which ETF is better, ACEP or IUS?

On fees, IUS is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ACEP or IUS?

IUS is cheaper with a 0.19% expense ratio, compared with 0.45% for ACEP.

Which ETF pays a higher dividend yield, ACEP or IUS?

IUS has the higher dividend yield at 1.28%, compared with 0.11% for ACEP.

What is the main difference between ACEP and IUS?

They also come from different issuers: ARS Investment Partners and Invesco. Their fees differ too: 0.45% for ACEP and 0.19% for IUS.