ACES vs CGW

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Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. CGW offers more diversification with 77 holdings.

Side-by-Side Comparison

MetricACESCGW
Fund FamilyALPS AdvisorsInvesco (US)
Expense Ratio0.55%0.59%
AUM$118M$1.0B
Dividend Yield0.70%1.45%
Holdings Count3877
Inception Date2018-06-272007-05-14
Investment StyleMid Cap GrowthMid Cap Blend
1-Month Return-8.31%+4.39%
YTD Return-3.93%+7.98%
1-Year Return+37.28%+23.15%
3-Year Return-11.44%+12.85%
5-Year Return-15.90%+8.95%
10-Year Return-+11.62%
Buy Score5881
Momentum Score3383
Value Score6352

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 CGW?

ACES has an expense ratio of 0.55% while CGW charges 0.59%. ACES is the cheaper option, saving you money on management fees over time.

Do ACES and CGW hold the same stocks?

ACES and CGW 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 CGW?

Over the past year, ACES returned +37.28% while CGW returned +23.15%. ACES outperformed over this period. Past performance does not guarantee future results.