AVIE vs. ACEP

Last updated Aug 6, 2026

AVIE (Avantis Inflation Focused Equity ETF) and ACEP (ARS Core Equity Portfolio ETF) are both Large Cap Blend Equities funds. Both are actively managed. Their 0.23 correlation means their historical movements had little consistent relationship. AVIE charges 0.25%/yr vs 0.45%/yr for ACEP.

Performance

AVIE vs. ACEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Inflation Focused Equity ETF (AVIE) and ARS Core Equity Portfolio ETF (ACEP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVIE achieves a 18.60% return, which is significantly lower than ACEP's 24.65% return.

AVIE

• 1D: 0.15%
• 1M: 2.83%
• 6M: 8.83%
• YTD: 18.60%
• 1Y: 31.26%
• 3Y*: 12.78%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 14.48%

ACEP

• 1D: 0.02%
• 1M: 2.51%
• 6M: 15.44%
• YTD: 24.65%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ACEP ARS Core Equity Portfolio ETF	$36.53K	$36.84K	$48.24K
AVIE Avantis Inflation Focused Equity ETF	$105.07K	$109.47K	$101.49K

AVIE vs. ACEP - Yearly Performance Comparison

	2026 (YTD)	2025
AVIE Avantis Inflation Focused Equity ETF	18.60%	3.11%
ACEP ARS Core Equity Portfolio ETF	24.65%	8.00%

Correlation

The correlation between AVIE and ACEP is 0.23, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 21, 2025	0.23

AVIE vs. ACEP - Sectors Allocation Comparison

Sectors	AVIE	ACEP
Healthcare	29.6%	8.2%
Energy	26.5%	12.5%
Consumer Defensive	16.9%	1.9%
Financial Services	15.7%	14.4%
Basic Materials	9.0%	11.1%
Industrials	1.7%	12.1%
Real Estate	0.5%	1.6%
Consumer Cyclical	0.1%	2.8%
Technology	0.1%	34.3%
Utilities	0.0%	-
Communication Services	-	1.2%

Return for Risk

AVIE vs. ACEP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AVIE

AVIE Risk / Return Rank: 95
AVIE Sharpe Ratio Rank: 96
AVIE Sortino Ratio Rank: 96
AVIE Omega Ratio Rank: 95
AVIE Calmar Ratio Rank: 96
AVIE Martin Ratio Rank: 95

ACEP

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

AVIE vs. ACEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and ARS Core Equity Portfolio ETF (ACEP). 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.

	AVIE	ACEP	Difference
Sharpe ratio: Return per unit of total volatility	3.15	—	—
Sortino ratio: Return per unit of downside risk	4.60	—	—
Omega ratio: Gain probability vs. loss probability	1.56	—	—
Calmar ratio: Return relative to maximum drawdown	6.32	—	—
Martin ratio: Return relative to average drawdown	21.54	—	—

Drawdowns

AVIE vs. ACEP - Drawdown Comparison

The maximum AVIE drawdown since its inception was -12.39%, which is greater than ACEP's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for AVIE and ACEP.

Drawdown Indicators

	AVIE	ACEP	Difference
Max Drawdown Largest peak-to-trough decline	-12.39%	-7.06%	-5.33%
Max Drawdown (1Y) Largest decline over 1 year	-4.97%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.39%	—	—
Current Drawdown Current decline from peak	-0.72%	-0.44%	-0.28%
Average Drawdown Average peak-to-trough decline	-2.92%	-1.74%	-1.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.46%	—	—

Volatility

Volatility by Period

	AVIE	ACEP	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.71%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.39%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.98%	16.86%	-6.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.84%	16.86%	-4.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.84%	16.86%	-4.02%

AVIE vs. ACEP - Expense Ratio Comparison

AVIE has a 0.25% expense ratio, which is lower than ACEP's 0.45% expense ratio.

Dividends

AVIE vs. ACEP - Dividend Comparison

AVIE's dividend yield for the trailing twelve months is around 1.40%, more than ACEP's 0.11% yield.

Position	TTM	2025	2024	2023	2022
ACEP ARS Core Equity Portfolio ETF	0.11%	0.14%	0.00%	0.00%	0.00%
AVIE Avantis Inflation Focused Equity ETF	1.40%	1.75%	1.89%	3.72%	0.39%

Frequently Asked Questions

Can I hold both AVIE and ACEP in my portfolio?

AVIE and ACEP have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AVIE or ACEP?

On fees, AVIE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AVIE or ACEP?

AVIE is cheaper with a 0.25% expense ratio, compared with 0.45% for ACEP.

Which ETF pays a higher dividend yield, AVIE or ACEP?

AVIE has the higher dividend yield at 1.40%, compared with 0.11% for ACEP.

What is the main difference between AVIE and ACEP?

They also come from different issuers: Avantis and ARS Investment Partners. Their fees differ too: 0.25% for AVIE and 0.45% for ACEP.