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ACEP vs FELV

ARS Core Equity Portfolio ETF vs Fidelity Enhanced Large Cap Value ETF

ACEP

ARS Core Equity Portfolio ETF

Annual cost

0.45%

Fund size

$100M

FELV

Fidelity Enhanced Large Cap Value ETF

Annual cost

0.18%

Fund size

$3.0B

Key differences

Both ACEP and FELV are equity ETFs. ACEP charges 0.45% a year and FELV 0.18%. The main difference: ACEP follows a active selection strategy; FELV uses index tracking.

  • ACEP follows a active selection strategy; FELV uses index tracking.
  • FELV costs 0.27% less per year.
  • FELV is much larger than ACEP. Larger funds are usually more liquid and less likely to close.
  • FELV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ACEPFELV
Annual cost (TER)0.45%0.18%
Fund size (AUM)$100M$3.0B
Since20252007
Dividend yield1.52%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.16%
Max drawdown-7.06%-16.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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