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ITOT vs. ACEP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ITOT vs. ACEP

Last updated Aug 6, 2026
Documentation

ITOT (iShares Core S&P Total U.S. Stock Market ETF) and ACEP (ARS Core Equity Portfolio ETF) are both Large Cap Blend Equities funds. ITOT is passively managed, while ACEP is actively managed. Their 0.79 correlation means they have sometimes moved together and sometimes differently. ITOT charges 0.03%/yr vs 0.45%/yr for ACEP.

Performance

ITOT vs. ACEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Total U.S. Stock Market ETF (ITOT) and ARS Core Equity Portfolio ETF (ACEP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITOT achieves a 13.95% return, which is significantly lower than ACEP's 24.65% return.

ITOT

1D
-0.28%
1M
2.16%
6M
13.04%
YTD
13.95%
1Y
24.12%
3Y*
21.01%
5Y*
12.22%
10Y*
14.79%
ALL TIME*
10.70%

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

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

ACEP

ARS Core Equity Portfolio ETF
$36.53K$36.84K$48.24K

ITOT

iShares Core S&P Total U.S. Stock Market ETF
$228.48M$234.64M$300.50M

ITOT vs. ACEP - Yearly Performance Comparison

2026 (YTD)2025
ITOT
iShares Core S&P Total U.S. Stock Market ETF		13.95%5.06%
ACEP
ARS Core Equity Portfolio ETF		24.65%8.00%

Correlation

The correlation between ITOT and ACEP is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

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

0.79

ITOT vs. ACEP - Sectors Allocation Comparison

Sectors
ITOT
ACEP

Technology

36.4%
34.3%

Financial Services

11.9%
14.4%

Industrials

9.9%
12.1%

Healthcare

9.5%
8.2%

Consumer Cyclical

9.5%
2.8%

Communication Services

9.1%
1.2%

Consumer Defensive

4.3%
1.9%

Energy

3.1%
12.5%

Real Estate

2.3%
1.6%

Utilities

2.2%

-

Basic Materials

1.9%
11.1%

Technology

ITOT
36.4%
ACEP
34.3%

Financial Services

ITOT
11.9%
ACEP
14.4%

Industrials

ITOT
9.9%
ACEP
12.1%

Healthcare

ITOT
9.5%
ACEP
8.2%

Consumer Cyclical

ITOT
9.5%
ACEP
2.8%

Communication Services

ITOT
9.1%
ACEP
1.2%

Consumer Defensive

ITOT
4.3%
ACEP
1.9%

Energy

ITOT
3.1%
ACEP
12.5%

Real Estate

ITOT
2.3%
ACEP
1.6%

Utilities

ITOT
2.2%
ACEP

-

Basic Materials

ITOT
1.9%
ACEP
11.1%

Compare stocks, funds, or ETFs

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

iShares Core S&P Total U.S. Stock Market ETF

ARS Core Equity Portfolio ETF

Often compared with ITOT:
ITOT vs. VTIITOT vs. VOOITOT vs. SCHBITOT vs. SPYITOT vs. FSKAXITOT vs. IVVITOT vs. IXUS
Often compared with ACEP:
ACEP vs. AFOSACEP vs. GXLCACEP vs. FNDBACEP vs. NRSHACEP vs. PSCXACEP vs. UJUNACEP vs. CNAV

Return for Risk

ITOT vs. ACEP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
ITOT
ITOT Risk / Return Rank: 7171
Overall Rank
ITOT Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 6969
Sortino Ratio Rank
ITOT Omega Ratio Rank: 6868
Omega Ratio Rank
ITOT Calmar Ratio Rank: 6969
Calmar Ratio Rank
ITOT Martin Ratio Rank: 7979
Martin Ratio Rank
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.

ITOT vs. ACEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) 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.

ITOTACEPDifference
Sharpe ratioReturn per unit of total volatility
1.85

—

—

Sortino ratioReturn per unit of downside risk
2.55

—

—

Omega ratioGain probability vs. loss probability

1.33

—

—

Calmar ratioReturn relative to maximum drawdown

2.72

—

—

Martin ratioReturn relative to average drawdown

11.67

—

—

ITOT vs. ACEP - Sharpe Ratio Comparison

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Drawdowns

ITOT vs. ACEP - Drawdown Comparison

The maximum ITOT drawdown since its inception was -55.20%, which is greater than ACEP's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for ITOT and ACEP.

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Drawdown Indicators

ITOTACEPDifference

Max Drawdown

Largest peak-to-trough decline

-55.20%

-7.06%

-48.14%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

—

—

Current Drawdown

Current decline from peak

-0.28%

-0.44%

+0.16%

Average Drawdown

Average peak-to-trough decline

-6.93%

-1.74%

-5.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

—

—

Volatility

ITOT vs. ACEP - Volatility Comparison

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Volatility by Period

ITOTACEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.10%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.46%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

13.12%

16.86%

-3.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.50%

16.86%

+0.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.28%

16.86%

+1.42%

ITOT vs. ACEP - Expense Ratio Comparison

ITOT has a 0.03% expense ratio, which is lower than ACEP's 0.45% expense ratio.

Dividends

ITOT vs. ACEP - Dividend Comparison

ITOT's dividend yield for the trailing twelve months is around 0.98%, more than ACEP's 0.11% yield.

PositionTTM20252024202320222021202020192018201720162015
ACEP
ARS Core Equity Portfolio ETF		0.11%0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		0.98%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions

ITOT and ACEP have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ITOT is cheaper with a 0.03% expense ratio, compared with 0.45% for ACEP.

ITOT has the higher dividend yield at 0.98%, compared with 0.11% for ACEP.

They also come from different issuers: iShares and ARS Investment Partners. Their fees differ too: 0.03% for ITOT and 0.45% for ACEP.

Portfolio Optimizer

Find the right allocation for ITOT and ACEP

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