ACES vs ARKG

Quick Verdict

ACES has a lower expense ratio. ARKG delivered stronger 1-year returns. ACES offers more diversification with 37 holdings.

Lower Fees: ACESHigher Returns: ARKGMore Diversified: ACES

Side-by-Side Comparison

MetricACESARKGWinner
Expense Ratio0.55%0.75%
AUM$109M$1.6B
Dividend Yield1.22%0.00%
Holdings3833
YTD Return-4.16%+47.50%
1Y Return+21.72%+84.80%
3Y Return (annualized)-8.79%+9.13%
5Y Return (annualized)-13.98%-13.10%
Volatility (annualized)35.4%36.3%
Max Drawdown-79.0%-83.6%
Fund FamilyALPS AdvisorsArk Invest
CategoryEquityEquity
InceptionJun 27, 2018Oct 31, 2014

ACES vs ARKG Performance

ALPS Clean Energy ETF (ACES) is a ETF from ALPS Advisors and ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest. Over the past year ACES returned +21.72% while ARKG returned +84.80%. Year to date, ACES is down 4.16% versus a gain of 47.50% for ARKG.

Over three years, ACES compounded at -8.79% per year against +9.13% for ARKG; over five years the annualized figures are -13.98% and -13.10% respectively. Across the full 8-year window we track, ARKG has the edge at +7.65% annualized vs +3.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKG has been the more volatile fund, with annualized monthly volatility of 36.3% compared with 35.4% for ACES. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -79.0% for ACES and -83.6% for ARKG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ACES charges 0.55% per year while ARKG charges 0.75%. On a $10,000 position that is $55 vs $75 annually, a gap of $20 per year that compounds over a long holding period. On income, ACES currently yields 1.22% against 0.00% for ARKG.

Holdings Overlap

0.0%overlap

ACES and ARKG share 0 holdings out of 68 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ACES or ARKG?

ACES has an expense ratio of 0.55% while ARKG charges 0.75%. ACES is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, ACES or ARKG?

Over the past year ACES returned +21.72% vs +84.80% for ARKG, so ARKG leads on 1-year performance. Over the longest common window we track (8 years), ACES annualized +3.76% vs +7.65% for ARKG. Past performance does not guarantee future results.

Which is riskier, ACES or ARKG?

ARKG has been the more volatile fund at 36.3% annualized versus 35.4% for ACES. Worst drawdown: ACES -79.0% vs ARKG -83.6%.

Should I hold both ACES and ARKG?

ACES and ARKG have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACES and ARKG?

ACES and ARKG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 68 unique securities.

Which pays a higher dividend, ACES or ARKG?

ACES yields 1.22% while ARKG yields 0.00%, so ACES currently pays the higher dividend yield.

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