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 37 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
71
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 71 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.