ACES vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. ACES delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricACESIGBH
Fund FamilyALPS AdvisorsiShares by BlackRock (US)
Expense Ratio0.55%0.14%
AUM$118M$174M
Dividend Yield0.70%6.09%
Holdings Count38274
Inception Date2018-06-272015-07-22
Investment StyleMid Cap GrowthUltrashort Term Bond
1-Month Return-8.31%+0.89%
YTD Return-3.93%+0.85%
1-Year Return+37.28%+7.33%
3-Year Return-11.44%+7.78%
5-Year Return-15.90%+5.04%
10-Year Return-+4.61%
Buy Score5860
Momentum Score3341
Value Score6363

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 IGBH?

ACES has an expense ratio of 0.55% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do ACES and IGBH hold the same stocks?

ACES and IGBH 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 IGBH?

Over the past year, ACES returned +37.28% while IGBH returned +7.33%. ACES outperformed over this period. Past performance does not guarantee future results.