ACES vs FTCB

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Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. FTCB offers more diversification with 330 holdings.

Side-by-Side Comparison

MetricACESFTCB
Fund FamilyALPS AdvisorsFirst Trust Portfolios (US)
Expense Ratio0.55%0.56%
AUM$118M$2.2B
Dividend Yield0.70%4.94%
Holdings Count38671
Inception Date2018-06-272023-11-07
Investment StyleMid Cap GrowthInvestment Grade Bond
1-Month Return-8.31%-0.05%
YTD Return-3.93%+0.00%
1-Year Return+37.28%+7.44%
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score5855
Momentum Score3329
Value Score6356

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
367
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or FTCB?

ACES has an expense ratio of 0.55% while FTCB charges 0.56%. ACES is the cheaper option, saving you money on management fees over time.

Do ACES and FTCB hold the same stocks?

ACES and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 367 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or FTCB?

Over the past year, ACES returned +37.28% while FTCB returned +7.44%. ACES outperformed over this period. Past performance does not guarantee future results.