ACES vs SAWS

vs

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$119M$8M
Dividend Yield0.63%0.02%
Holdings Count3872
Inception Date2018-06-272024-07-30
Investment StyleMid Cap GrowthSmall Cap Growth
1-Month Return-15.21%+11.92%
YTD Return+4.73%+22.88%
1-Year Return+38.15%+32.24%
3-Year Return-6.90%-
5-Year Return-13.32%-
10-Year Return--
Buy Score5970
Momentum Score4989
Value Score58-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
71
Total Unique

Sector Allocation

Loading chart...

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 71 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 +38.15% while SAWS returned +32.24%. ACES outperformed over this period. Past performance does not guarantee future results.