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
37
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 37 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.