ACES vs HUSV

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Quick Verdict

ACES has a lower expense ratio. ACES delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.

Side-by-Side Comparison

MetricACESHUSV
Fund FamilyALPS AdvisorsFirst Trust Portfolios (US)
Expense Ratio0.55%0.70%
AUM$119M$74M
Dividend Yield0.63%1.33%
Holdings Count38101
Inception Date2018-06-272016-08-24
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-15.21%+0.67%
YTD Return+4.73%+2.05%
1-Year Return+38.15%-1.06%
3-Year Return-6.90%+7.32%
5-Year Return-13.32%+5.77%
10-Year Return--
Buy Score5951
Momentum Score4930
Value Score5857

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
137
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or HUSV?

ACES has an expense ratio of 0.55% while HUSV charges 0.70%. ACES is the cheaper option, saving you money on management fees over time.

Do ACES and HUSV hold the same stocks?

ACES and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 137 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or HUSV?

Over the past year, ACES returned +38.15% while HUSV returned -1.06%. ACES outperformed over this period. Past performance does not guarantee future results.