ACES vs FQAL

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Quick Verdict

FQAL has a lower expense ratio. ACES delivered stronger 1-year returns. FQAL offers more diversification with 130 holdings.

Side-by-Side Comparison

MetricACESFQAL
Fund FamilyALPS AdvisorsFidelity Investments (US)
Expense Ratio0.55%0.15%
AUM$118M$1.2B
Dividend Yield0.70%1.10%
Holdings Count38130
Inception Date2018-06-272016-09-12
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-8.31%+1.52%
YTD Return-3.93%+1.40%
1-Year Return+37.28%+15.18%
3-Year Return-11.44%+19.11%
5-Year Return-15.90%+14.01%
10-Year Return--
Buy Score5874
Momentum Score3349
Value Score6374

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 FQAL?

ACES has an expense ratio of 0.55% while FQAL charges 0.15%. FQAL is the cheaper option, saving you money on management fees over time.

Do ACES and FQAL hold the same stocks?

ACES and FQAL 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 FQAL?

Over the past year, ACES returned +37.28% while FQAL returned +15.18%. ACES outperformed over this period. Past performance does not guarantee future results.