ACES vs FTCB

vs

Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. FTCB offers more diversification with 671 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
0
Total Unique

Sector Allocation

Loading chart...

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 0 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.