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ACSI vs. TDVG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ACSI vs. TDVG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Customer Satisfaction ETF (ACSI) and T. Rowe Price Dividend Growth ETF (TDVG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACSI achieves a 10.57% return, which is significantly higher than TDVG's 8.04% return.


ACSI

1D
0.61%
1M
2.03%
YTD
10.57%
6M
10.67%
1Y
19.62%
3Y*
18.13%
5Y*
9.08%
10Y*

TDVG

1D
-0.55%
1M
1.22%
YTD
8.04%
6M
7.41%
1Y
17.57%
3Y*
15.55%
5Y*
10.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACSI vs. TDVG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ACSI
American Customer Satisfaction ETF
10.57%10.70%22.51%21.06%-20.93%23.33%20.17%
TDVG
T. Rowe Price Dividend Growth ETF
8.04%14.80%13.45%13.95%-10.15%26.20%12.97%

Correlation

The correlation between ACSI and TDVG is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (5Y)
Calculated over the trailing 5-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Aug 5, 2020

0.86

The correlation between ACSI and TDVG shifts across timeframes, from 0.75 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.

ACSI vs. TDVG - Sectors Allocation Comparison


Sectors
ACSI
TDVG

Consumer Cyclical

24.2%
7.2%

Communication Services

15.4%
1.0%

Technology

12.5%
26.2%

Consumer Defensive

12.4%
6.9%

Financial Services

9.6%
19.3%

Healthcare

8.5%
12.4%

Industrials

7.3%
13.6%

Utilities

3.9%
3.8%

Energy

3.4%
5.3%

Basic Materials

-

2.8%

Real Estate

-

1.6%

Consumer Cyclical

ACSI
24.2%
TDVG
7.2%

Communication Services

ACSI
15.4%
TDVG
1.0%

Technology

ACSI
12.5%
TDVG
26.2%

Consumer Defensive

ACSI
12.4%
TDVG
6.9%

Financial Services

ACSI
9.6%
TDVG
19.3%

Healthcare

ACSI
8.5%
TDVG
12.4%

Industrials

ACSI
7.3%
TDVG
13.6%

Utilities

ACSI
3.9%
TDVG
3.8%

Energy

ACSI
3.4%
TDVG
5.3%

Basic Materials

ACSI

-

TDVG
2.8%

Real Estate

ACSI

-

TDVG
1.6%

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Return for Risk

ACSI vs. TDVG — Risk / Return Rank

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

ACSI
ACSI Risk / Return Rank: 5454
Overall Rank
ACSI Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 5353
Sortino Ratio Rank
ACSI Omega Ratio Rank: 5050
Omega Ratio Rank
ACSI Calmar Ratio Rank: 5555
Calmar Ratio Rank
ACSI Martin Ratio Rank: 5858
Martin Ratio Rank

TDVG
TDVG Risk / Return Rank: 5656
Overall Rank
TDVG Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
TDVG Sortino Ratio Rank: 5858
Sortino Ratio Rank
TDVG Omega Ratio Rank: 5454
Omega Ratio Rank
TDVG Calmar Ratio Rank: 5252
Calmar Ratio Rank
TDVG Martin Ratio Rank: 5959
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.

ACSI vs. TDVG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Customer Satisfaction ETF (ACSI) and T. Rowe Price Dividend Growth ETF (TDVG). 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.


ACSITDVGDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.30

1.32

-0.02

Calmar ratioReturn relative to maximum drawdown

2.54

2.44

+0.10

Martin ratioReturn relative to average drawdown

9.78

10.01

-0.23

ACSI vs. TDVG - Sharpe Ratio Comparison

The current ACSI Sharpe Ratio is 1.71, which is comparable to the TDVG Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of ACSI and TDVG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ACSI vs. TDVG - Drawdown Comparison

The maximum ACSI drawdown since its inception was -34.49%, which is greater than TDVG's maximum drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for ACSI and TDVG.


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Drawdown Indicators


ACSITDVGDifference

Max Drawdown

Largest peak-to-trough decline

-34.49%

-19.20%

-15.29%

Max Drawdown (1Y)

Largest decline over 1 year

-7.76%

-7.24%

-0.52%

Max Drawdown (3Y)

Largest decline over 3 years

-15.27%

-14.02%

-1.25%

Max Drawdown (5Y)

Largest decline over 5 years

-24.86%

-19.20%

-5.66%

Current Drawdown

Current decline from peak

-1.57%

-0.82%

-0.75%

Average Drawdown

Average peak-to-trough decline

-5.37%

-3.73%

-1.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

1.76%

+0.25%

Volatility

ACSI vs. TDVG - Volatility Comparison

American Customer Satisfaction ETF (ACSI) has a higher volatility of 4.09% compared to T. Rowe Price Dividend Growth ETF (TDVG) at 2.78%. This indicates that ACSI's price experiences larger fluctuations and is considered to be riskier than TDVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ACSITDVGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.09%

2.78%

+1.31%

Volatility (6M)

Calculated over the trailing 6-month period

9.13%

7.61%

+1.52%

Volatility (1Y)

Calculated over the trailing 1-year period

11.56%

9.79%

+1.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.68%

13.92%

+2.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.40%

13.90%

+3.50%

ACSI vs. TDVG - Expense Ratio Comparison

ACSI has a 0.66% expense ratio, which is higher than TDVG's 0.50% expense ratio.


Dividends

ACSI vs. TDVG - Dividend Comparison

ACSI's dividend yield for the trailing twelve months is around 0.83%, less than TDVG's 0.98% yield.


PositionTTM2025202420232022202120202019201820172016
ACSI
American Customer Satisfaction ETF
0.83%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%
TDVG
T. Rowe Price Dividend Growth ETF
0.98%1.00%1.06%1.31%1.15%0.80%0.40%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ACSI and TDVG have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACSI has higher volatility (4.09%) compared to TDVG (2.78%). In terms of maximum drawdown, ACSI dropped -34.49% vs TDVG's -19.20%.

On 5-year performance, TDVG leads with 10.19% vs 9.08% for ACSI. On fees, TDVG is cheaper at 0.50% per year. On volatility, TDVG has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, TDVG has performed better with a 10.19% return vs 9.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TDVG is cheaper with a 0.50% expense ratio, compared with 0.66% for ACSI.

TDVG has the higher dividend yield at 0.98%, compared with 0.83% for ACSI.

They also come from different issuers: Exponential ETFs and T. Rowe Price. Their fees differ too: 0.66% for ACSI and 0.50% for TDVG.

TDVG currently has the higher Sharpe Ratio (1.81 vs 1.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ACSI and TDVG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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