ACES vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. ACES delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricACESSPGM
Fund FamilyALPS AdvisorsSPDR State Street Global Advisors
Expense Ratio0.55%0.09%
AUM$118M$1.5B
Dividend Yield0.70%1.80%
Holdings Count382,954
Inception Date2018-06-272012-02-27
Investment StyleMid Cap GrowthLarge Cap Blend
1-Month Return-8.31%+3.34%
YTD Return-3.93%+2.71%
1-Year Return+37.28%+23.81%
3-Year Return-11.44%+19.04%
5-Year Return-15.90%+12.35%
10-Year Return-+5.47%
Buy Score5876
Momentum Score3359
Value Score6371

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 SPGM?

ACES has an expense ratio of 0.55% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do ACES and SPGM hold the same stocks?

ACES and SPGM 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 SPGM?

Over the past year, ACES returned +37.28% while SPGM returned +23.81%. ACES outperformed over this period. Past performance does not guarantee future results.