ACES vs HCOM

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Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. HCOM offers more diversification with 55 holdings.

Side-by-Side Comparison

MetricACESHCOM
Fund FamilyALPS AdvisorsHartford Funds
Expense Ratio0.55%0.59%
AUM$118M$9M
Dividend Yield0.70%10.95%
Holdings Count3855
Inception Date2018-06-272021-09-14
Investment StyleMid Cap GrowthCommodities
1-Month Return-8.31%-1.05%
YTD Return-3.93%+4.57%
1-Year Return+37.28%+2.31%
3-Year Return-11.44%-5.19%
5-Year Return-15.90%-
10-Year Return--
Buy Score5860
Momentum Score3355
Value Score6365

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 HCOM?

ACES has an expense ratio of 0.55% while HCOM charges 0.59%. ACES is the cheaper option, saving you money on management fees over time.

Do ACES and HCOM hold the same stocks?

ACES and HCOM 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 HCOM?

Over the past year, ACES returned +37.28% while HCOM returned +2.31%. ACES outperformed over this period. Past performance does not guarantee future results.