ACES vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. ACES delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricACESSCHQ
Fund FamilyALPS AdvisorsCharles Schwab Asset Management
Expense Ratio0.55%0.03%
AUM$118M$923M
Dividend Yield0.70%4.43%
Holdings Count3897
Inception Date2018-06-272019-10-10
Investment StyleMid Cap GrowthLong Term Government Bond
1-Month Return-8.31%-0.06%
YTD Return-3.93%+0.09%
1-Year Return+37.28%+4.22%
3-Year Return-11.44%-1.99%
5-Year Return-15.90%-6.92%
10-Year Return--
Buy Score5861
Momentum Score3325
Value Score6373

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 SCHQ?

ACES has an expense ratio of 0.55% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do ACES and SCHQ hold the same stocks?

ACES and SCHQ 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 SCHQ?

Over the past year, ACES returned +37.28% while SCHQ returned +4.22%. ACES outperformed over this period. Past performance does not guarantee future results.