ACES vs ELCV

Quick Verdict

ELCV has a lower expense ratio. ELCV delivered stronger 1-year returns. ELCV offers more diversification with 46 holdings.

Lower Fees: ELCVHigher Returns: ELCVMore Diversified: ELCV

Side-by-Side Comparison

MetricACESELCVWinner
Expense Ratio0.55%0.49%
AUM$109M$251M
Dividend Yield1.22%2.06%
Holdings3847
YTD Return-4.16%+18.65%
1Y Return+21.72%+25.13%
3Y Return (annualized)-8.79%-
5Y Return (annualized)-13.98%-
Volatility (annualized)35.4%13.8%
Max Drawdown-79.0%-18.4%
Fund FamilyALPS AdvisorsEventide
CategoryEquityEquity
InceptionJun 27, 2018Sep 30, 2024

ACES vs ELCV Performance

ALPS Clean Energy ETF (ACES) is a ETF from ALPS Advisors and Eventide High Dividend ETF (ELCV) is a ETF from Eventide. Over the past year ACES returned +21.72% while ELCV returned +25.13%. Year to date, ACES is down 4.16% versus a gain of 18.65% for ELCV.

Risk: Volatility and Drawdowns

ACES has been the more volatile fund, with annualized monthly volatility of 35.4% compared with 13.8% for ELCV. 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 -18.4% for ELCV. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACES charges 0.55% per year while ELCV charges 0.49%. On a $10,000 position that is $55 vs $49 annually, a gap of $6 per year that compounds over a long holding period. On income, ACES currently yields 1.22% against 2.06% for ELCV.

Holdings Overlap

0.0%overlap

ACES and ELCV share 0 holdings out of 83 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 ELCV?

ACES has an expense ratio of 0.55% while ELCV charges 0.49%. ELCV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, ACES or ELCV?

Over the past year ACES returned +21.72% vs +25.13% for ELCV, so ELCV leads on 1-year performance. Over the longest common window we track (2 years), ACES annualized +3.76% vs +15.23% for ELCV. Past performance does not guarantee future results.

Which is riskier, ACES or ELCV?

ACES has been the more volatile fund at 35.4% annualized versus 13.8% for ELCV. Worst drawdown: ACES -79.0% vs ELCV -18.4%.

Should I hold both ACES and ELCV?

ACES and ELCV have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACES and ELCV?

ACES and ELCV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 83 unique securities.

Which pays a higher dividend, ACES or ELCV?

ACES yields 1.22% while ELCV yields 2.06%, so ELCV currently pays the higher dividend yield.

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