ACVF vs. FXAIX
Compare and contrast key facts about American Conservative Values ETF (ACVF) and Fidelity 500 Index Fund (FXAIX).
ACVF is an actively managed fund by Ridgeline Research LLC. It was launched on Oct 29, 2020. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACVF or FXAIX.
Correlation
The correlation between ACVF and FXAIX is 0.97, 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.
Performance
ACVF vs. FXAIX - Performance Comparison
Key characteristics
ACVF:
1.87
FXAIX:
2.20
ACVF:
2.60
FXAIX:
2.93
ACVF:
1.34
FXAIX:
1.41
ACVF:
2.92
FXAIX:
3.26
ACVF:
11.03
FXAIX:
14.39
ACVF:
2.12%
FXAIX:
1.91%
ACVF:
12.50%
FXAIX:
12.50%
ACVF:
-24.39%
FXAIX:
-33.79%
ACVF:
-4.40%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, ACVF achieves a 21.34% return, which is significantly lower than FXAIX's 25.57% return.
ACVF
21.34%
-1.76%
6.55%
22.25%
N/A
N/A
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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ACVF vs. FXAIX - Expense Ratio Comparison
ACVF has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
ACVF vs. FXAIX - Risk-Adjusted Performance Comparison
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.
Dividends
ACVF vs. FXAIX - Dividend Comparison
ACVF's dividend yield for the trailing twelve months is around 0.68%, less than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACVF American Conservative Values ETF | 0.68% | 0.83% | 0.93% | 0.61% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
ACVF vs. FXAIX - Drawdown Comparison
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.
Volatility
ACVF vs. FXAIX - Volatility Comparison
American Conservative Values ETF (ACVF) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.76% and 3.70%, 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.