ACES vs ARKG

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Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. ACES offers more diversification with 38 holdings.

Side-by-Side Comparison

MetricACESARKG
Fund FamilyALPS AdvisorsArk Invest
Expense Ratio0.55%0.75%
AUM$118M$1.3B
Dividend Yield0.70%0.00%
Holdings Count3835
Inception Date2018-06-272014-10-31
Investment StyleMid Cap GrowthSmall Cap Blend
1-Month Return-8.31%-1.48%
YTD Return-3.93%+2.60%
1-Year Return+37.28%+22.24%
3-Year Return-11.44%-0.54%
5-Year Return-15.90%-20.24%
10-Year Return-+7.57%
Buy Score5868
Momentum Score3358
Value Score6360

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or ARKG?

ACES has an expense ratio of 0.55% while ARKG charges 0.75%. ACES is the cheaper option, saving you money on management fees over time.

Do ACES and ARKG hold the same stocks?

ACES and ARKG share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or ARKG?

Over the past year, ACES returned +37.28% while ARKG returned +22.24%. ACES outperformed over this period. Past performance does not guarantee future results.