ACES vs ELCV

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Quick Verdict

ELCV has a lower expense ratio. ACES delivered stronger 1-year returns. ELCV offers more diversification with 46 holdings.

Side-by-Side Comparison

MetricACESELCV
Fund FamilyALPS AdvisorsEventide
Expense Ratio0.55%0.49%
AUM$119M$254M
Dividend Yield0.63%2.06%
Holdings Count3847
Inception Date2018-06-272024-09-30
Investment StyleMid Cap GrowthLarge Cap Value
1-Month Return-15.21%+4.88%
YTD Return+4.73%+23.23%
1-Year Return+38.15%+32.26%
3-Year Return-6.90%-
5-Year Return-13.32%-
10-Year Return--
Buy Score5977
Momentum Score4990
Value Score58-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
83
Total Unique

Sector Allocation

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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 83 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or ELCV?

Over the past year, ACES returned +38.15% while ELCV returned +32.26%. ACES outperformed over this period. Past performance does not guarantee future results.