ACES vs CMU

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Quick Verdict

CMU offers more diversification with 53 holdings.

Side-by-Side Comparison

MetricACESCMU
Fund FamilyALPS AdvisorsMFS HIGH YIELD MUNICIPAL TRUST
Expense Ratio0.55%-
AUM$118M$139M
Dividend Yield0.70%-
Holdings Count38-
Inception Date2018-06-27-
Investment StyleMid Cap Growth-
1-Month Return-8.31%-
YTD Return-3.93%-
1-Year Return+37.28%-
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score58-
Momentum Score33-
Value Score63-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
53
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or CMU?

Expense ratio data is not currently available.

Do ACES and CMU hold the same stocks?

ACES and CMU share 0 common holdings with a 0.0% weight overlap. They hold 53 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or CMU?

Historical return data is not currently available for comparison.