ACVF vs. SWPPX
Compare and contrast key facts about American Conservative Values ETF (ACVF) and Schwab S&P 500 Index Fund (SWPPX).
ACVF is an actively managed fund by Ridgeline Research LLC. It was launched on Oct 29, 2020. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACVF or SWPPX.
Key characteristics
| ACVF | SWPPX | |
|---|---|---|
| YTD Return | 7.69% | 9.08% |
| 1Y Return | 26.36% | 27.15% |
| 3Y Return (Ann) | 8.59% | 8.65% |
| Sharpe Ratio | 2.45 | 2.50 |
| Daily Std Dev | 11.57% | 11.71% |
| Max Drawdown | -24.39% | -55.06% |
| Current Drawdown | -3.07% | -1.32% |
Correlation
The correlation between ACVF and SWPPX 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. SWPPX - Performance Comparison
In the year-to-date period, ACVF achieves a 7.69% return, which is significantly lower than SWPPX's 9.08% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACVF vs. SWPPX - Expense Ratio Comparison
ACVF has a 0.75% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
ACVF vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Conservative Values ETF (ACVF) and Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
ACVF's dividend yield for the trailing twelve months is around 0.73%, less than SWPPX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACVF American Conservative Values ETF | 0.73% | 0.82% | 0.93% | 0.61% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.31% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.66% | 1.78% | 2.55% | 3.17% | 1.80% | 1.67% |
Drawdowns
ACVF vs. SWPPX - Drawdown Comparison
The maximum ACVF drawdown since its inception was -24.39%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ACVF and SWPPX. For additional features, visit the drawdowns tool.
Volatility
ACVF vs. SWPPX - Volatility Comparison
The current volatility for American Conservative Values ETF (ACVF) is 3.75%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.08%. This indicates that ACVF experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.