ACES vs CGW

vs

Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. CGW offers more diversification with 68 holdings.

Side-by-Side Comparison

MetricACESCGW
Fund FamilyALPS AdvisorsInvesco (US)
Expense Ratio0.55%0.58%
AUM$119M$1.0B
Dividend Yield0.63%1.52%
Holdings Count3882
Inception Date2018-06-272007-05-14
Investment StyleMid Cap GrowthMid Cap Blend
1-Month Return-15.21%+5.03%
YTD Return+4.73%+3.29%
1-Year Return+38.15%+6.67%
3-Year Return-6.90%+9.93%
5-Year Return-13.32%+5.67%
10-Year Return-+9.87%
Buy Score5961
Momentum Score4939
Value Score5870

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
105
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ACES or CGW?

ACES has an expense ratio of 0.55% while CGW charges 0.58%. 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 105 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 +38.15% while CGW returned +6.67%. ACES outperformed over this period. Past performance does not guarantee future results.