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 a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
ACVF vs. SWPPX - Performance Comparison
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ACVF vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ACVF American Conservative Values ETF | -3.45% | 13.67% | 20.56% | 23.81% | -15.74% | 28.84% | 13.79% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 13.82% |
Returns By Period
In the year-to-date period, ACVF achieves a -3.45% return, which is significantly higher than SWPPX's -7.07% return.
ACVF
- 1D
- 2.40%
- 1M
- -4.95%
- YTD
- -3.45%
- 6M
- -3.15%
- 1Y
- 11.87%
- 3Y*
- 15.53%
- 5Y*
- 10.53%
- 10Y*
- —
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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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.
Return for Risk
ACVF vs. SWPPX — Risk / Return Rank
ACVF
SWPPX
ACVF vs. SWPPX - Risk-Adjusted Trends 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.
| ACVF | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.84 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.30 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.06 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.16 | 5.14 | +0.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACVF | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.84 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.68 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.48 | +0.39 |
Correlation
The correlation between ACVF and SWPPX is 0.96, 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.
Dividends
ACVF vs. SWPPX - Dividend Comparison
ACVF's dividend yield for the trailing twelve months is around 0.61%, less than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACVF American Conservative Values ETF | 0.61% | 0.59% | 0.59% | 0.82% | 0.93% | 0.61% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
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.
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Drawdown Indicators
| ACVF | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.39% | -55.06% | +30.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -12.10% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -24.39% | -24.51% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -5.49% | -8.89% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -4.87% | -10.00% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.49% | -0.04% |
Volatility
ACVF vs. SWPPX - Volatility Comparison
American Conservative Values ETF (ACVF) has a higher volatility of 4.99% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that ACVF's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACVF | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 4.29% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 9.11% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.11% | 18.14% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 16.89% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 18.19% | -2.10% |