ACES vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. ACES delivered stronger 1-year returns. ACES offers more diversification with 37 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
39
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 39 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.