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SCHX vs. ACEP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SCHX vs. ACEP

Last updated Aug 6, 2026
Documentation

SCHX (Schwab U.S. Large-Cap ETF) and ACEP (ARS Core Equity Portfolio ETF) are both Large Cap Blend Equities funds. SCHX is passively managed, while ACEP is actively managed. Their 0.78 correlation means they have sometimes moved together and sometimes differently. SCHX charges 0.03%/yr vs 0.45%/yr for ACEP.

Performance

SCHX vs. ACEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. Large-Cap ETF (SCHX) 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, SCHX achieves a 13.44% return, which is significantly lower than ACEP's 24.65% return.

SCHX

1D
-0.20%
1M
2.39%
6M
12.94%
YTD
13.44%
1Y
23.41%
3Y*
21.37%
5Y*
12.67%
10Y*
15.21%
ALL TIME*
14.72%

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

SCHX

Schwab U.S. Large-Cap ETF
$260.90M$270.26M$366.50M

SCHX vs. ACEP - Yearly Performance Comparison

2026 (YTD)2025
SCHX
Schwab U.S. Large-Cap ETF		13.44%4.86%
ACEP
ARS Core Equity Portfolio ETF		24.65%8.00%

Correlation

The correlation between SCHX and ACEP is 0.78, 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

0.78

SCHX vs. ACEP - Sectors Allocation Comparison

Sectors
SCHX
ACEP

Technology

36.7%
34.3%

Financial Services

11.7%
14.4%

Communication Services

9.7%
1.2%

Consumer Cyclical

9.6%
2.8%

Industrials

9.4%
12.1%

Healthcare

9.2%
8.2%

Consumer Defensive

4.6%
1.9%

Energy

3.1%
12.5%

Utilities

2.2%

-

Real Estate

2.1%
1.6%

Basic Materials

1.8%
11.1%

Technology

SCHX
36.7%
ACEP
34.3%

Financial Services

SCHX
11.7%
ACEP
14.4%

Communication Services

SCHX
9.7%
ACEP
1.2%

Consumer Cyclical

SCHX
9.6%
ACEP
2.8%

Industrials

SCHX
9.4%
ACEP
12.1%

Healthcare

SCHX
9.2%
ACEP
8.2%

Consumer Defensive

SCHX
4.6%
ACEP
1.9%

Energy

SCHX
3.1%
ACEP
12.5%

Utilities

SCHX
2.2%
ACEP

-

Real Estate

SCHX
2.1%
ACEP
1.6%

Basic Materials

SCHX
1.8%
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.

Schwab U.S. Large-Cap ETF

ARS Core Equity Portfolio ETF

Often compared with SCHX:
SCHX vs. VOOSCHX vs. SWPPXSCHX vs. SCHGSCHX vs. SCHBSCHX vs. SCHDSCHX vs. SPYSCHX vs. FNDX
Often compared with ACEP:
ACEP vs. AFOSACEP vs. GXLCACEP vs. FNDBACEP vs. NRSHACEP vs. PSCXACEP vs. UJUNACEP vs. CNAV

Return for Risk

SCHX vs. ACEP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
SCHX
SCHX Risk / Return Rank: 6969
Overall Rank
SCHX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SCHX Sortino Ratio Rank: 6767
Sortino Ratio Rank
SCHX Omega Ratio Rank: 6868
Omega Ratio Rank
SCHX Calmar Ratio Rank: 6565
Calmar Ratio Rank
SCHX Martin Ratio Rank: 7676
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.

SCHX vs. ACEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap ETF (SCHX) 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.

SCHXACEPDifference
Sharpe ratioReturn per unit of total volatility
1.82

—

—

Sortino ratioReturn per unit of downside risk
2.51

—

—

Omega ratioGain probability vs. loss probability

1.33

—

—

Calmar ratioReturn relative to maximum drawdown

2.60

—

—

Martin ratioReturn relative to average drawdown

10.98

—

—

SCHX vs. ACEP - Sharpe Ratio Comparison

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Drawdowns

SCHX vs. ACEP - Drawdown Comparison

The maximum SCHX drawdown since its inception was -34.33%, which is greater than ACEP's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for SCHX and ACEP.

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Drawdown Indicators

SCHXACEPDifference

Max Drawdown

Largest peak-to-trough decline

-34.33%

-7.06%

-27.27%

Max Drawdown (1Y)

Largest decline over 1 year

-9.02%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-19.04%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-25.41%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-34.33%

—

—

Current Drawdown

Current decline from peak

-0.20%

-0.44%

+0.24%

Average Drawdown

Average peak-to-trough decline

-3.94%

-1.74%

-2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.14%

—

—

Volatility

SCHX vs. ACEP - Volatility Comparison

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Volatility by Period

SCHXACEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.97%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

10.28%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.93%

16.86%

-3.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.26%

16.86%

+0.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.17%

16.86%

+1.31%

SCHX vs. ACEP - Expense Ratio Comparison

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

Dividends

SCHX vs. ACEP - Dividend Comparison

SCHX's dividend yield for the trailing twelve months is around 1.00%, 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%
SCHX
Schwab U.S. Large-Cap ETF		1.00%1.09%1.22%1.39%1.64%1.22%1.64%1.82%2.02%1.70%1.92%2.04%

Frequently Asked Questions

SCHX and ACEP have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

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

SCHX has the higher dividend yield at 1.00%, compared with 0.11% for ACEP.

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

Portfolio Optimizer

Find the right allocation for SCHX and ACEP

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