ACRNX vs. IVV
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and iShares Core S&P 500 ETF (IVV).
ACRNX is managed by Columbia. It was launched on Jun 10, 1970. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
ACRNX vs. IVV - Performance Comparison
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ACRNX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | -9.00% | 4.80% | 14.46% | 21.85% | -33.80% | 8.62% | 29.65% | 26.65% | -8.82% | 25.22% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, ACRNX achieves a -9.00% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, ACRNX has underperformed IVV with an annualized return of 7.33%, while IVV has yielded a comparatively higher 14.02% annualized return.
ACRNX
- 1D
- -1.97%
- 1M
- -12.92%
- YTD
- -9.00%
- 6M
- -7.88%
- 1Y
- 10.67%
- 3Y*
- 6.52%
- 5Y*
- -1.27%
- 10Y*
- 7.33%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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ACRNX vs. IVV - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
ACRNX vs. IVV — Risk / Return Rank
ACRNX
IVV
ACRNX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and iShares Core S&P 500 ETF (IVV). 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.
| ACRNX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.97 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.49 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.53 | -1.10 |
Martin ratioReturn relative to average drawdown | 1.61 | 7.32 | -5.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACRNX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.97 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.70 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.78 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.42 | +0.21 |
Correlation
The correlation between ACRNX and IVV is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACRNX vs. IVV - Dividend Comparison
ACRNX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.00% | 0.00% | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 8.55% | 23.63% | 39.09% | 63.48% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
ACRNX vs. IVV - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -56.70%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ACRNX and IVV.
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Drawdown Indicators
| ACRNX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -55.25% | -1.45% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -12.06% | -4.57% |
Max Drawdown (5Y)Largest decline over 5 years | -45.58% | -24.53% | -21.05% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -33.90% | -11.68% |
Current DrawdownCurrent decline from peak | -20.25% | -6.26% | -13.99% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -10.85% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.53% | +1.94% |
Volatility
ACRNX vs. IVV - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 7.83% compared to iShares Core S&P 500 ETF (IVV) at 5.30%. This indicates that ACRNX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACRNX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 5.30% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 9.45% | +5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 18.31% | +6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 16.89% | +7.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 18.04% | +4.84% |