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ACVF vs. SPTM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ACVF vs. SPTM

Last updated Aug 6, 2026
Documentation

ACVF (American Conservative Values ETF) and SPTM (SPDR Portfolio S&P 1500 Composite Stock Market ETF) are both Large Cap Blend Equities funds. ACVF is actively managed, while SPTM is passively managed. Over the past 5 years, ACVF returned 11.99%/yr vs 12.94%/yr for SPTM. Their 0.96 correlation means they have historically moved very closely together. ACVF charges 0.75%/yr vs 0.03%/yr for SPTM.

Performance

ACVF vs. SPTM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Conservative Values ETF (ACVF) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ACVF achieves a 13.23% return, which is significantly lower than SPTM's 13.92% return.

ACVF

1D
0.13%
1M
3.04%
6M
13.26%
YTD
13.23%
1Y
17.86%
3Y*
18.51%
5Y*
11.99%
10Y*
—
ALL TIME*
16.37%

SPTM

1D
-0.23%
1M
2.42%
6M
12.78%
YTD
13.92%
1Y
24.22%
3Y*
20.90%
5Y*
12.94%
10Y*
15.05%
ALL TIME*
8.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ACVF

American Conservative Values ETF
$261.94K$231.57K$299.02K

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market ETF
$44.47M$42.53M$46.32M

ACVF vs. SPTM - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
ACVF
American Conservative Values ETF		13.23%13.67%20.56%23.81%-15.74%28.84%14.93%
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF		13.92%16.93%23.87%25.55%-17.75%28.58%15.77%

Correlation

The correlation between ACVF and SPTM is 0.94, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.94

Correlation (3Y)
Balances recent behavior with more history.

0.95

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.96

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2020

0.96

The correlation between ACVF and SPTM has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.

ACVF vs. SPTM - Sectors Allocation Comparison

Sectors
ACVF
SPTM

Technology

40.8%
36.3%

Financial Services

11.9%
12.5%

Industrials

10.3%
8.8%

Consumer Cyclical

9.7%
9.1%

Healthcare

8.7%
9.3%

Consumer Defensive

5.4%
4.5%

Communication Services

3.6%
8.7%

Energy

3.4%
3.5%

Utilities

2.4%
2.6%

Basic Materials

1.9%
2.2%

Real Estate

1.7%
2.3%

Technology

ACVF
40.8%
SPTM
36.3%

Financial Services

ACVF
11.9%
SPTM
12.5%

Industrials

ACVF
10.3%
SPTM
8.8%

Consumer Cyclical

ACVF
9.7%
SPTM
9.1%

Healthcare

ACVF
8.7%
SPTM
9.3%

Consumer Defensive

ACVF
5.4%
SPTM
4.5%

Communication Services

ACVF
3.6%
SPTM
8.7%

Energy

ACVF
3.4%
SPTM
3.5%

Utilities

ACVF
2.4%
SPTM
2.6%

Basic Materials

ACVF
1.9%
SPTM
2.2%

Real Estate

ACVF
1.7%
SPTM
2.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

American Conservative Values ETF

SPDR Portfolio S&P 1500 Composite Stock Market ETF

Often compared with ACVF:
ACVF vs. BIAWXACVF vs. JQUAACVF vs. VOOACVF vs. SWPPXACVF vs. YALLACVF vs. AOAACVF vs. FXAIX
Often compared with SPTM:
SPTM vs. VTISPTM vs. SPYSPTM vs. VOOSPTM vs. ITOTSPTM vs. SCHDSPTM vs. SCHGSPTM vs. BKLC

Return for Risk

ACVF vs. SPTM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
ACVF
ACVF Risk / Return Rank: 5454
Overall Rank
ACVF Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ACVF Sortino Ratio Rank: 4949
Sortino Ratio Rank
ACVF Omega Ratio Rank: 4848
Omega Ratio Rank
ACVF Calmar Ratio Rank: 5757
Calmar Ratio Rank
ACVF Martin Ratio Rank: 6464
Martin Ratio Rank
SPTM
SPTM Risk / Return Rank: 7474
Overall Rank
SPTM Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SPTM Sortino Ratio Rank: 7171
Sortino Ratio Rank
SPTM Omega Ratio Rank: 7272
Omega Ratio Rank
SPTM Calmar Ratio Rank: 7070
Calmar Ratio Rank
SPTM Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ACVF vs. SPTM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Conservative Values ETF (ACVF) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM). 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.

ACVFSPTMDifference
Sharpe ratioReturn per unit of total volatility
1.44
1.90

-0.46

Sortino ratioReturn per unit of downside risk
2.04
2.62

-0.59

Omega ratioGain probability vs. loss probability

1.26

1.34

-0.09

Calmar ratioReturn relative to maximum drawdown

2.33

2.80

-0.47

Martin ratioReturn relative to average drawdown

8.73

12.21

-3.48

ACVF vs. SPTM - Sharpe Ratio Comparison

The current ACVF Sharpe Ratio is 1.44, which is comparable to the SPTM Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of ACVF and SPTM, 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

ACVF vs. SPTM - Drawdown Comparison

The maximum ACVF drawdown since its inception was -24.39%, smaller than the maximum SPTM drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for ACVF and SPTM.

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Drawdown Indicators

ACVFSPTMDifference

Max Drawdown

Largest peak-to-trough decline

-24.39%

-54.80%

+30.41%

Max Drawdown (1Y)

Largest decline over 1 year

-7.70%

-8.68%

+0.98%

Max Drawdown (3Y)

Largest decline over 3 years

-16.82%

-18.87%

+2.05%

Max Drawdown (5Y)

Largest decline over 5 years

-24.39%

-24.14%

-0.25%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.66%

—

Current Drawdown

Current decline from peak

0.00%

-0.23%

+0.23%

Average Drawdown

Average peak-to-trough decline

-4.66%

-9.00%

+4.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

1.99%

+0.06%

Volatility

ACVF vs. SPTM - Volatility Comparison

American Conservative Values ETF (ACVF) and SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) have volatilities of 3.95% and 4.05%, 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.

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Volatility by Period

ACVFSPTMDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.95%

4.05%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

10.28%

10.20%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

12.48%

12.81%

-0.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.39%

16.99%

-0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.95%

18.05%

-2.10%

ACVF vs. SPTM - Expense Ratio Comparison

ACVF has a 0.75% expense ratio, which is higher than SPTM's 0.03% expense ratio.

Dividends

ACVF vs. SPTM - Dividend Comparison

ACVF's dividend yield for the trailing twelve months is around 0.50%, less than SPTM's 1.03% yield.

PositionTTM20252024202320222021202020192018201720162015
ACVF
American Conservative Values ETF		0.50%0.59%0.59%0.82%0.93%0.61%0.23%0.00%0.00%0.00%0.00%0.00%
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF		1.03%1.13%1.28%1.44%1.69%1.25%1.56%1.72%1.90%1.66%1.91%1.92%

Frequently Asked Questions

With a correlation of 0.94, ACVF and SPTM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SPTM has higher volatility (4.05%) compared to ACVF (3.95%). In terms of maximum drawdown, ACVF dropped -24.39% vs SPTM's -54.80%.

On 5-year performance, SPTM leads with 12.94% vs 11.99% for ACVF. On fees, SPTM is cheaper at 0.03% per year. On volatility, ACVF has been the lower-risk option at 3.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SPTM has performed better with a 12.94% return vs 11.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPTM is cheaper with a 0.03% expense ratio, compared with 0.75% for ACVF.

SPTM has the higher dividend yield at 1.03%, compared with 0.50% for ACVF.

They also come from different issuers: Ridgeline and State Street. Their fees differ too: 0.75% for ACVF and 0.03% for SPTM.

SPTM currently has the higher Sharpe Ratio (1.90 vs 1.44), 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

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