ACES vs INCE

vs

Quick Verdict

INCE has a lower expense ratio. ACES delivered stronger 1-year returns. INCE offers more diversification with 81 holdings.

Side-by-Side Comparison

MetricACESINCE
Fund FamilyALPS AdvisorsFranklin Templeton Investments (US)
Expense Ratio0.55%0.29%
AUM$118M$108M
Dividend Yield0.70%4.95%
Holdings Count3881
Inception Date2018-06-272016-09-20
Investment StyleMid Cap GrowthLarge Cap Value
1-Month Return-8.31%+4.05%
YTD Return-3.93%+9.87%
1-Year Return+37.28%+21.86%
3-Year Return-11.44%+17.31%
5-Year Return-15.90%+13.21%
10-Year Return--
Buy Score5878
Momentum Score3388
Value Score6359

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

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 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 INCE?

Over the past year, ACES returned +37.28% while INCE returned +21.86%. ACES outperformed over this period. Past performance does not guarantee future results.