ACES vs ETW

vs

Quick Verdict

ETW offers more diversification with 293 holdings.

Side-by-Side Comparison

MetricACESETW
Fund FamilyALPS AdvisorsEaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Expense Ratio0.55%-
AUM$118M$1.1B
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
293
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ACES or ETW?

Expense ratio data is not currently available.

Do ACES and ETW hold the same stocks?

ACES and ETW share 0 common holdings with a 0.0% weight overlap. They hold 293 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or ETW?

Historical return data is not currently available for comparison.