PortfoliosLab logoPortfoliosLab logo
XOVR vs. ACSI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XOVR vs. ACSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ERShares Entrepreneur Private-Public Crossover ETF (XOVR) and American Customer Satisfaction ETF (ACSI). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

XOVR vs. ACSI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XOVR
ERShares Entrepreneur Private-Public Crossover ETF
-15.84%11.83%33.21%51.89%-41.09%-7.24%50.39%31.72%-5.02%1.68%
ACSI
American Customer Satisfaction ETF
-3.00%10.70%22.51%21.06%-20.93%23.33%22.93%24.88%-4.97%5.74%

Returns By Period

In the year-to-date period, XOVR achieves a -15.84% return, which is significantly lower than ACSI's -3.00% return.


XOVR

1D
0.36%
1M
-3.31%
YTD
-15.84%
6M
-19.44%
1Y
5.08%
3Y*
15.48%
5Y*
1.99%
10Y*

ACSI

1D
0.30%
1M
-4.46%
YTD
-3.00%
6M
-1.41%
1Y
9.41%
3Y*
14.35%
5Y*
7.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


XOVR vs. ACSI - Expense Ratio Comparison

XOVR has a 0.75% expense ratio, which is higher than ACSI's 0.66% expense ratio.


Return for Risk

XOVR vs. ACSI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XOVR
XOVR Risk / Return Rank: 1717
Overall Rank
XOVR Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
XOVR Sortino Ratio Rank: 1818
Sortino Ratio Rank
XOVR Omega Ratio Rank: 1717
Omega Ratio Rank
XOVR Calmar Ratio Rank: 1717
Calmar Ratio Rank
XOVR Martin Ratio Rank: 1717
Martin Ratio Rank

ACSI
ACSI Risk / Return Rank: 3434
Overall Rank
ACSI Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
ACSI Sortino Ratio Rank: 3131
Sortino Ratio Rank
ACSI Omega Ratio Rank: 3131
Omega Ratio Rank
ACSI Calmar Ratio Rank: 3636
Calmar Ratio Rank
ACSI Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XOVR vs. ACSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ERShares Entrepreneur Private-Public Crossover ETF (XOVR) and American Customer Satisfaction ETF (ACSI). 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.


XOVRACSIDifference

Sharpe ratio

Return per unit of total volatility

0.20

0.60

-0.40

Sortino ratio

Return per unit of downside risk

0.47

0.97

-0.50

Omega ratio

Gain probability vs. loss probability

1.06

1.13

-0.07

Calmar ratio

Return relative to maximum drawdown

0.26

0.99

-0.73

Martin ratio

Return relative to average drawdown

0.67

3.99

-3.32

XOVR vs. ACSI - Sharpe Ratio Comparison

The current XOVR Sharpe Ratio is 0.20, which is lower than the ACSI Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of XOVR and ACSI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


XOVRACSIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.20

0.60

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.46

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.68

-0.36

Correlation

The correlation between XOVR and ACSI is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

XOVR vs. ACSI - Dividend Comparison

XOVR has not paid dividends to shareholders, while ACSI's dividend yield for the trailing twelve months is around 0.94%.


TTM2025202420232022202120202019201820172016
XOVR
ERShares Entrepreneur Private-Public Crossover ETF
0.00%0.00%0.00%0.00%0.00%57.75%6.31%0.08%3.71%0.08%0.00%
ACSI
American Customer Satisfaction ETF
0.94%0.91%0.69%1.01%0.81%0.31%0.82%1.64%1.59%1.20%0.18%

Drawdowns

XOVR vs. ACSI - Drawdown Comparison

The maximum XOVR drawdown since its inception was -56.28%, which is greater than ACSI's maximum drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for XOVR and ACSI.


Loading graphics...

Drawdown Indicators


XOVRACSIDifference

Max Drawdown

Largest peak-to-trough decline

-56.28%

-34.49%

-21.79%

Max Drawdown (1Y)

Largest decline over 1 year

-24.32%

-9.91%

-14.41%

Max Drawdown (5Y)

Largest decline over 5 years

-49.35%

-24.86%

-24.49%

Current Drawdown

Current decline from peak

-21.93%

-5.38%

-16.55%

Average Drawdown

Average peak-to-trough decline

-18.51%

-5.47%

-13.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.30%

2.46%

+6.84%

Volatility

XOVR vs. ACSI - Volatility Comparison

ERShares Entrepreneur Private-Public Crossover ETF (XOVR) has a higher volatility of 5.80% compared to American Customer Satisfaction ETF (ACSI) at 4.75%. This indicates that XOVR's price experiences larger fluctuations and is considered to be riskier than ACSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


XOVRACSIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.80%

4.75%

+1.05%

Volatility (6M)

Calculated over the trailing 6-month period

15.90%

8.55%

+7.35%

Volatility (1Y)

Calculated over the trailing 1-year period

24.94%

15.66%

+9.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.37%

16.65%

+9.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.02%

17.49%

+9.53%