ACES vs FTKI

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Quick Verdict

ACES has a lower expense ratio. FTKI offers more diversification with 181 holdings.

Side-by-Side Comparison

MetricACESFTKI
Fund FamilyALPS AdvisorsFirst Trust Portfolios (US)
Expense Ratio0.55%0.85%
AUM$118M$24M
Dividend Yield0.70%11.14%
Holdings Count38181
Inception Date2018-06-272025-02-26
Investment StyleMid Cap GrowthSmall Cap Blend
1-Month Return-8.31%+1.96%
YTD Return-3.93%+1.10%
1-Year Return+37.28%-
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score5854
Momentum Score3344
Value Score6333

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 FTKI?

ACES has an expense ratio of 0.55% while FTKI charges 0.85%. ACES is the cheaper option, saving you money on management fees over time.

Do ACES and FTKI hold the same stocks?

ACES and FTKI 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 FTKI?

Historical return data is not currently available for comparison.