ACES vs AVSE

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Quick Verdict

AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricACESAVSE
Fund FamilyALPS AdvisorsAvantis Investors
Expense Ratio0.55%0.33%
AUM$118M$187M
Dividend Yield0.70%2.35%
Holdings Count382,411
Inception Date2018-06-272022-03-28
Investment StyleMid Cap GrowthSmall Cap Blend
1-Month Return-8.31%+7.77%
YTD Return-3.93%+5.39%
1-Year Return+37.28%+39.11%
3-Year Return-11.44%+17.38%
5-Year Return-15.90%-
10-Year Return--
Buy Score5870
Momentum Score3369
Value Score6356

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 AVSE?

ACES has an expense ratio of 0.55% while AVSE charges 0.33%. AVSE is the cheaper option, saving you money on management fees over time.

Do ACES and AVSE hold the same stocks?

ACES and AVSE 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 AVSE?

Over the past year, ACES returned +37.28% while AVSE returned +39.11%. AVSE outperformed over this period. Past performance does not guarantee future results.