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 761 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 Score3369
Value Score6364

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
798
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 798 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.