ACES vs ELCV

vs

Quick Verdict

ELCV has a lower expense ratio. ELCV offers more diversification with 47 holdings.

Side-by-Side Comparison

MetricACESELCV
Fund FamilyALPS AdvisorsEventide
Expense Ratio0.55%0.49%
AUM$118M$167M
Dividend Yield0.70%2.08%
Holdings Count3847
Inception Date2018-06-272024-09-30
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-8.31%+5.84%
YTD Return-3.93%+4.34%
1-Year Return+37.28%-
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score5865
Momentum Score3373
Value Score6346

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ACES or ELCV?

ACES has an expense ratio of 0.55% while ELCV charges 0.49%. ELCV is the cheaper option, saving you money on management fees over time.

Do ACES and ELCV hold the same stocks?

ACES and ELCV 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 ELCV?

Historical return data is not currently available for comparison.