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 65 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
0
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 0 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.