ACES vs SAWS

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Quick Verdict

ACES delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Side-by-Side Comparison

MetricACESSAWS
Fund FamilyALPS AdvisorsAdvisors Asset Management, Inc.
Expense Ratio0.55%0.55%
AUM$118M$6M
Dividend Yield0.70%0.02%
Holdings Count3871
Inception Date2018-06-272024-07-30
Investment StyleMid Cap GrowthSmall Cap Growth
1-Month Return-8.31%+4.06%
YTD Return-3.93%+3.70%
1-Year Return+37.28%+8.69%
3-Year Return-11.44%-
5-Year Return-15.90%-
10-Year Return--
Buy Score5866
Momentum Score3361
Value Score6349

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 SAWS?

ACES has an expense ratio of 0.55% while SAWS charges 0.55%. They charge the same expense ratio.

Do ACES and SAWS hold the same stocks?

ACES and SAWS 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 SAWS?

Over the past year, ACES returned +37.28% while SAWS returned +8.69%. ACES outperformed over this period. Past performance does not guarantee future results.