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 98 holdings.

Side-by-Side Comparison

MetricACESSCHQ
Fund FamilyALPS AdvisorsCharles Schwab Asset Management
Expense Ratio0.55%0.03%
AUM$119M$756M
Dividend Yield0.63%4.73%
Holdings Count3898
Inception Date2018-06-272019-10-10
Investment StyleMid Cap GrowthLong Term Government Bond
1-Month Return-15.21%+1.03%
YTD Return+4.73%+0.99%
1-Year Return+38.15%+2.87%
3-Year Return-6.90%-0.50%
5-Year Return-13.32%-5.65%
10-Year Return--
Buy Score5966
Momentum Score4925
Value Score58-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
37
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 37 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 +38.15% while SCHQ returned +2.87%. ACES outperformed over this period. Past performance does not guarantee future results.