ACES vs FLGV

vs

Quick Verdict

FLGV has a lower expense ratio. ACES delivered stronger 1-year returns. FLGV offers more diversification with 43 holdings.

Side-by-Side Comparison

MetricACESFLGV
Fund FamilyALPS AdvisorsFranklin Templeton Investments (US)
Expense Ratio0.55%0.09%
AUM$118M$1.0B
Dividend Yield0.70%3.99%
Holdings Count3848
Inception Date2018-06-272020-06-09
Investment StyleMid Cap GrowthIntermediate Term US Government Bond
1-Month Return-8.31%+0.10%
YTD Return-3.93%+0.15%
1-Year Return+37.28%+5.85%
3-Year Return-11.44%+2.58%
5-Year Return-15.90%-0.76%
10-Year Return--
Buy Score5871
Momentum Score3328
Value Score6367

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
80
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, ACES or FLGV?

ACES has an expense ratio of 0.55% while FLGV charges 0.09%. FLGV is the cheaper option, saving you money on management fees over time.

Do ACES and FLGV hold the same stocks?

ACES and FLGV share 0 common holdings with a 0.0% weight overlap. They hold 80 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or FLGV?

Over the past year, ACES returned +37.28% while FLGV returned +5.85%. ACES outperformed over this period. Past performance does not guarantee future results.