ACES vs IZRL

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Quick Verdict

IZRL has a lower expense ratio. ACES delivered stronger 1-year returns. IZRL offers more diversification with 62 holdings.

Side-by-Side Comparison

MetricACESIZRL
Fund FamilyALPS AdvisorsArk Invest
Expense Ratio0.55%0.49%
AUM$118M$127M
Dividend Yield0.70%2.83%
Holdings Count3865
Inception Date2018-06-272017-12-04
Investment StyleMid Cap GrowthSmall Cap Growth
1-Month Return-8.31%+2.42%
YTD Return-3.93%+1.88%
1-Year Return+37.28%+27.23%
3-Year Return-11.44%+17.68%
5-Year Return-15.90%-1.17%
10-Year Return--
Buy Score5868
Momentum Score3353
Value Score6370

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
99
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ACES or IZRL?

ACES has an expense ratio of 0.55% while IZRL charges 0.49%. IZRL is the cheaper option, saving you money on management fees over time.

Do ACES and IZRL hold the same stocks?

ACES and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 99 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, ACES or IZRL?

Over the past year, ACES returned +37.28% while IZRL returned +27.23%. ACES outperformed over this period. Past performance does not guarantee future results.