Compare · 2 funds side by side · dividends reinvested

ACEP and VUG

ACEPARS×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 03

ACEP and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.1

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ARS Core Equity Portfolio ETF · $102M[…]

ACEP

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

ACEPMeasureVUG

+23.6%Year to dateJan 1 → Nov 4+6.3%

[…]1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

0.46%Expense ratio$46 · $3 a year on $10k · lower is better0.03%

0.11%Trailing 12-mo yield$11 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−16.1%

[…]VolatilityLower is calmer18.2%

ACEPVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2VUG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACEP vs VUG: Top 5 Holdings

Today

ACEP

19.4%in top 5

VUG

in top 545.2%

ACEPStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

3.7%AVGO4.3%

4.2%CVXnot top 5

3.9%ACNnot top 5

3.8%PHnot top 5

3.8%TRGPnot top 5

Held in common8.3%

End-of-day Nov 4, 2026 · share of each fund

ACEP vs VUG Returns, Every Period

ARSACEP

[…]

past year

VUGVanguard

+3.4%

past year

ACEPVUGFaded: behind in that period

1–0ACEP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ACEP vs VUG

YTD

ARSACEP

+23.6%

VUGVanguard

+6.3%

+23.6%Year to date+6.3%

[…]Worst drop · 1Y−16.1%

[…]Volatility · 1Y18.2%

0.1%Yield0.4%

$102MAssets$233B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACEP, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ACEP0.46%$46

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACEP, VUG

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

ACEP0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

ACEP$11 − $46 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACEP, VUG

Today

8.3%most shared, ACEP and VUG

ACEPVUG

ACEP—8.3%

VUG8.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.4%VUG, at 18.2% volatility

VUGWorst drop−16.1%18.2% vol

ACEPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VUGACEP

+6.3%Year to date+23.6%

0.4%Yield0.1%

+3.4%Past year[…]

0.03%Fee0.46%

2–1VUG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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