ACES vs INCE

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Quick Verdict

INCE has a lower expense ratio. ACES delivered stronger 1-year returns. INCE offers more diversification with 47 holdings.

Side-by-Side Comparison

MetricACESINCE
Fund FamilyALPS AdvisorsFranklin Templeton Investments (US)
Expense Ratio0.55%0.29%
AUM$119M$131M
Dividend Yield0.63%4.82%
Holdings Count3882
Inception Date2018-06-272016-09-20
Investment StyleMid Cap GrowthLarge Cap Value
1-Month Return-15.21%-1.11%
YTD Return+4.73%+10.97%
1-Year Return+38.15%+21.53%
3-Year Return-6.90%+15.32%
5-Year Return-13.32%+10.59%
10-Year Return--
Buy Score5977
Momentum Score4967
Value Score5857

Holdings Overlap

1.8%
Weight Overlap
1
Shared Holdings
83
Total Unique

Top Shared Holdings

TickerACES WeightINCE Weight
ALB5.33%1.83%

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or INCE?

ACES has an expense ratio of 0.55% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do ACES and INCE hold the same stocks?

ACES and INCE share 1 common holdings with a 1.8% weight overlap. They hold 83 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or INCE?

Over the past year, ACES returned +38.15% while INCE returned +21.53%. ACES outperformed over this period. Past performance does not guarantee future results.