ACES vs DMRI

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Quick Verdict

DMRI offers more diversification with 488 holdings.

Side-by-Side Comparison

MetricACESDMRI
Fund FamilyALPS AdvisorsTransamerica ETF Trust
Expense Ratio0.55%-
AUM$118M-
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

0.1%
Weight Overlap
2
Shared Holdings
523
Total Unique

Top Shared Holdings

TickerACES WeightDMRI Weight
NXT5.94%0.01%
ORA5.19%0.05%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or DMRI?

Expense ratio data is not currently available.

Do ACES and DMRI hold the same stocks?

ACES and DMRI share 2 common holdings with a 0.1% weight overlap. They hold 523 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or DMRI?

Historical return data is not currently available for comparison.