ACES vs IG

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Quick Verdict

IG has a lower expense ratio. ACES delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricACESIG
Fund FamilyALPS AdvisorsPrincipal Funds
Expense Ratio0.55%0.19%
AUM$118M$166M
Dividend Yield0.70%4.97%
Holdings Count38231
Inception Date2018-06-272018-04-18
Investment StyleMid Cap GrowthLong Term Mid Quality
1-Month Return-8.31%+0.38%
YTD Return-3.93%+0.43%
1-Year Return+37.28%+7.39%
3-Year Return-11.44%+4.29%
5-Year Return-15.90%-0.34%
10-Year Return--
Buy Score5870
Momentum Score3335
Value Score6358

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 IG?

ACES has an expense ratio of 0.55% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do ACES and IG hold the same stocks?

ACES and IG 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 IG?

Over the past year, ACES returned +37.28% while IG returned +7.39%. ACES outperformed over this period. Past performance does not guarantee future results.