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 102 holdings.

Side-by-Side Comparison

MetricACESHUSV
Fund FamilyALPS AdvisorsFirst Trust Portfolios (US)
Expense Ratio0.55%0.70%
AUM$118M$75M
Dividend Yield0.70%1.31%
Holdings Count38102
Inception Date2018-06-272016-08-24
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-8.31%+1.97%
YTD Return-3.93%+2.44%
1-Year Return+37.28%+3.07%
3-Year Return-11.44%+7.82%
5-Year Return-15.90%+8.85%
10-Year Return--
Buy Score5868
Momentum Score3346
Value Score6348

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 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 0 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 +37.28% while HUSV returned +3.07%. ACES outperformed over this period. Past performance does not guarantee future results.