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$118M$275M
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
19
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 19 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.