TOV vs. ACEP

Last updated Aug 6, 2026

TOV (JLens 500 Jewish Advocacy U.S. ETF) and ACEP (ARS Core Equity Portfolio ETF) are both Large Cap Blend Equities funds. TOV is passively managed, while ACEP is actively managed. Their 0.78 correlation means they have sometimes moved together and sometimes differently. TOV charges 0.18%/yr vs 0.45%/yr for ACEP.

Performance

TOV vs. ACEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JLens 500 Jewish Advocacy U.S. ETF (TOV) 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, TOV achieves a 13.69% return, which is significantly lower than ACEP's 24.65% return.

TOV

• 1D: -0.08%
• 1M: 2.47%
• 6M: 13.10%
• YTD: 13.69%
• 1Y: 23.75%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.48%

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
TOV JLens 500 Jewish Advocacy U.S. ETF	$53.32K	$104.73K	$282.58K

TOV vs. ACEP - Yearly Performance Comparison

	2026 (YTD)	2025
TOV JLens 500 Jewish Advocacy U.S. ETF	13.69%	4.47%
ACEP ARS Core Equity Portfolio ETF	24.65%	8.00%

Correlation

The correlation between TOV 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

TOV vs. ACEP - Sectors Allocation Comparison

Sectors	TOV	ACEP
Technology	38.3%	34.3%
Financial Services	11.8%	14.4%
Communication Services	10.1%	1.2%
Consumer Cyclical	9.2%	2.8%
Healthcare	9.1%	8.2%
Industrials	8.9%	12.1%
Consumer Defensive	4.4%	1.9%
Energy	3.0%	12.5%
Utilities	2.1%	-
Real Estate	1.6%	1.6%
Basic Materials	1.6%	11.1%

Return for Risk

TOV vs. ACEP — Risk / Return Rank

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

TOV

TOV Risk / Return Rank: 69
TOV Sharpe Ratio Rank: 68
TOV Sortino Ratio Rank: 67
TOV Omega Ratio Rank: 66
TOV Calmar Ratio Rank: 67
TOV Martin Ratio Rank: 76

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.

TOV vs. ACEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JLens 500 Jewish Advocacy U.S. ETF (TOV) 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.

	TOV	ACEP	Difference
Sharpe ratio: Return per unit of total volatility	1.81	—	—
Sortino ratio: Return per unit of downside risk	2.51	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	2.68	—	—
Martin ratio: Return relative to average drawdown	10.97	—	—

Drawdowns

TOV vs. ACEP - Drawdown Comparison

The maximum TOV drawdown since its inception was -16.97%, which is greater than ACEP's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for TOV and ACEP.

Drawdown Indicators

	TOV	ACEP	Difference
Max Drawdown Largest peak-to-trough decline	-16.97%	-7.06%	-9.91%
Max Drawdown (1Y) Largest decline over 1 year	-8.89%	—	—
Current Drawdown Current decline from peak	-0.08%	-0.44%	+0.36%
Average Drawdown Average peak-to-trough decline	-2.16%	-1.74%	-0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.17%	—	—

Volatility

Volatility by Period

	TOV	ACEP	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.15%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.59%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.21%	16.86%	-3.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.66%	16.86%	+0.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.66%	16.86%	+0.80%

TOV vs. ACEP - Expense Ratio Comparison

TOV has a 0.18% expense ratio, which is lower than ACEP's 0.45% expense ratio.

Dividends

TOV vs. ACEP - Dividend Comparison

TOV's dividend yield for the trailing twelve months is around 0.83%, more than ACEP's 0.11% yield.

Position	TTM	2025
ACEP ARS Core Equity Portfolio ETF	0.11%	0.14%
TOV JLens 500 Jewish Advocacy U.S. ETF	0.83%	0.76%

Frequently Asked Questions

Can I hold both TOV and ACEP in my portfolio?

TOV 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.

Which ETF is better, TOV or ACEP?

On fees, TOV is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, TOV or ACEP?

TOV is cheaper with a 0.18% expense ratio, compared with 0.45% for ACEP.

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

TOV has the higher dividend yield at 0.83%, compared with 0.11% for ACEP.

What is the main difference between TOV and ACEP?

They also come from different issuers: JLens and ARS Investment Partners. Their fees differ too: 0.18% for TOV and 0.45% for ACEP.