Compare · 2 funds side by side · dividends reinvested

ACEP and SPY

ACEPARS×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,051 · 2022SPY$18,060Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two
02 / 03

ACEP and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1
ARS Core Equity Portfolio ETFUS Stock Styles · Large cap0.46%0.11%+23.6%[…][…][…][…][…]$102M1.7
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: ACEP 2025 · SPY 1993
@TheETFTracker·theetftracker.com

Head to Head

5Y
ARS Core Equity Portfolio ETF · $102M[…]
ACEP
SPY
State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

ACEPMeasureSPY
+23.6%Year to dateJan 1 → Nov 4+13.3%
[…]1 yearTotal return+13.4%
[…]3 years · per year$10,000 became […] · $19,132+24.1%
[…]5 years · per year$10,000 became […] · $18,060+12.6%
0.46%Expense ratio$46 · $9 a year on $10k · lower is better0.09%
0.11%Trailing 12-mo yield$11 · $99 a year on $10k0.99%
[…]Worst dropSmaller is better−8.9%
[…]VolatilityLower is calmer12.9%
ACEPSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
1–2SPY wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

ACEP vs SPY: Top 5 Holdings

Today
19.4%in top 5
SPY
in top 527.3%
ACEPStockSPY
not top 5NVDA7.7%
not top 5AAPL7.4%
not top 5MSFT5.9%
4.2%CVXnot top 5
3.9%ACNnot top 5
3.8%PHnot top 5
not top 5AMZN3.8%
3.8%TRGPnot top 5
3.7%AVGOnot top 5
not top 5GOOGL2.5%
Held in common12.4%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

ACEP vs SPY Returns, Every Period

1Y
ARSACEP
[…]
past year
SPYSPDR
+13.4%
past year
0%+10%+20%+30%+23.6%+13.3%YTD
ACEPSPYFaded: behind in that period
1–0ACEP wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Core: ACEP vs SPY

YTD
ARSACEP
+23.6%
SPYSPDR
+13.3%
Jan 1Nov 4+23.6%+13.3%
+23.6%Year to date+13.3%
[…]Worst drop · 1Y−8.9%
[…]Volatility · 1Y12.9%
0.1%Yield1.0%
$102MAssets$805B
1–1level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ACEP, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
ACEP0.46%$46
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ACEP, SPY

1Y
0.99%highest, SPY
FundTrailing yieldYield$10k
SPY0.99%$99
ACEP0.11%$11
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$90most kept, SPY
SPY$99 − $9 = $90
ACEP$11 − $46 = −$35
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ACEP, SPY

Today
12.4%most shared, ACEP and SPY
ACEPSPY
ACEP—12.4%
SPY12.4%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+13.4%SPY, at 12.9% volatility
0%+5%+10%+15%5%10%15%Volatility · 1 year → bumpierSPY +13.4%
SPYWorst drop−8.9%12.9% vol
ACEPWorst drop[…][…]
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+13.3%+23.6%
+13.3%Year to date+23.6%
1.0%Yield0.1%
+13.4%Past year[…]
0.09%Fee0.46%
2–1SPY wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com