ACES vs HFXI

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Quick Verdict

HFXI has a lower expense ratio. ACES delivered stronger 1-year returns. HFXI offers more diversification with 843 holdings.

Side-by-Side Comparison

MetricACESHFXI
Fund FamilyALPS AdvisorsINDEXIQ ETF TRUST
Expense Ratio0.55%0.20%
AUM$118M$1.4B
Dividend Yield0.70%3.71%
Holdings Count38843
Inception Date2018-06-272015-07-22
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-8.31%+5.82%
YTD Return-3.93%+5.09%
1-Year Return+37.28%+28.39%
3-Year Return-11.44%+17.20%
5-Year Return-15.90%+12.06%
10-Year Return-+10.56%
Buy Score5876
Momentum Score3371
Value Score6364

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 HFXI?

ACES has an expense ratio of 0.55% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do ACES and HFXI hold the same stocks?

ACES and HFXI 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 HFXI?

Over the past year, ACES returned +37.28% while HFXI returned +28.39%. ACES outperformed over this period. Past performance does not guarantee future results.