ACES vs FMO

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Quick Verdict

ACES offers more diversification with 38 holdings.

Side-by-Side Comparison

MetricACESFMO
Fund FamilyALPS AdvisorsFiduciary/Claymore Energy Infrastructure Fund
Expense Ratio0.55%-
AUM$119M-
Dividend Yield0.63%-
Holdings Count38-
Inception Date2018-06-27-
Investment StyleMid Cap Growth-
1-Month Return-15.21%-
YTD Return+4.73%-
1-Year Return+38.15%-
3-Year Return-6.90%-
5-Year Return-13.32%-
10-Year Return--
Buy Score59-
Momentum Score49-
Value Score58-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or FMO?

Expense ratio data is not currently available.

Do ACES and FMO hold the same stocks?

ACES and FMO 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 FMO?

Historical return data is not currently available for comparison.