ACVF: The ETF That’s Shaking Up Conservative Values – Why It’s Time to Reconsider

American Conservative Values ETF

The American Conservative Values ETF is making waves in the world of investment. This exchange-traded fund excludes many mega-cap companies like Apple, Amazon, and Alphabet, which its managers perceive as misaligned with conservative principles. The idea behind this approach is to provide investors with a portfolio that aligns with their values and beliefs.

Minor Changes and Historical Performance

Since my last review, I’ve noticed only very minor changes to the portfolio of the ACVF ETF. Historical portfolio rates also indicate that for an actively managed fund, there’s surprisingly little activity. This may be appealing to some investors who prefer a more stable investment option.

Overcharging Investors

I took a neutral position in my initial review of the ACVF ETF four months ago. However, I’m now convinced that ACVF overcharges investors with an excessive 0.75% expense ratio. This high expense ratio can eat into returns and may deter some investors from considering this ETF.

How Will This Affect Me?

As an investor, the ACVF ETF may not be the best option for you if you’re looking for a cost-effective investment. The high expense ratio could impact your overall returns and make it less attractive compared to other conservative ETF options with lower fees.

How Will This Affect the World?

The ACVF ETF’s approach of excluding certain mega-cap companies based on conservative values could signal a shift in the investment landscape. This could encourage other funds to take a similar approach and cater to investors looking for portfolios that align with their beliefs. However, the high expense ratio of the ACVF ETF may discourage some investors from supporting this trend.

Conclusion

While the American Conservative Values ETF may appeal to some investors looking for a values-based investment option, its high expense ratio is a significant drawback. As the investment landscape continues to evolve, it’s important to carefully consider the fees associated with any fund to ensure you’re getting the best value for your money.