ACVF vs. FXAIX

In the year-to-date period, ACVF achieves a 23.48% return, which is significantly lower than FXAIX's 25.56% return.

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ACVF has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Conservative Values ETF (ACVF) and Fidelity 500 Index Fund (FXAIX). 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.

The current ACVF Sharpe Ratio is 2.55, which is comparable to the FXAIX Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of ACVF and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACVF's dividend yield for the trailing twelve months is around 0.67%, less than FXAIX's 1.23% yield.

The maximum ACVF drawdown since its inception was -24.39%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ACVF and FXAIX. For additional features, visit the drawdowns tool.

American Conservative Values ETF (ACVF) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.24% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.