ACES vs KF
ACES vs KF
ALPS Clean Energy ETF vs The Korea Fund, Inc.
Quick Verdict
KF delivered stronger 1-year returns. KF offers more diversification with 49 holdings.
Side-by-Side Comparison
| Metric | ACES | KF | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | - | |
| AUM | $109M | $285M | |
| Dividend Yield | 1.22% | 1.57% | |
| Holdings | 38 | 52 | |
| YTD Return | -4.16% | +55.19% | |
| 1Y Return | +21.72% | +121.76% | |
| 3Y Return (annualized) | -8.79% | +40.09% | |
| 5Y Return (annualized) | -13.98% | +15.19% | |
| Volatility (annualized) | 35.4% | 43.4% | |
| Max Drawdown | -79.0% | -77.0% | |
| Fund Family | ALPS Advisors | The Korea Fund, Inc. (KF) | |
| Category | Equity | Equity | |
| Inception | Jun 27, 2018 | Aug 29, 1984 |
ACES vs KF Performance
ALPS Clean Energy ETF (ACES) is a ETF from ALPS Advisors and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year ACES returned +21.72% while KF returned +121.76%. Year to date, ACES is down 4.16% versus a gain of 55.19% for KF.
Over three years, ACES compounded at -8.79% per year against +40.09% for KF; over five years the annualized figures are -13.98% and +15.19% respectively. Across the full 8-year window we track, KF has the edge at +16.27% annualized vs +3.76%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% 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 -77.0% for KF. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
ACES and KF share 0 holdings out of 86 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, ACES or KF?
Over the past year ACES returned +21.72% vs +121.76% for KF, so KF leads on 1-year performance. Over the longest common window we track (8 years), ACES annualized +3.76% vs +16.27% for KF. Past performance does not guarantee future results.
Which is riskier, ACES or KF?
KF has been the more volatile fund at 43.4% annualized versus 35.4% for ACES. Worst drawdown: ACES -79.0% vs KF -77.0%.
Should I hold both ACES and KF?
ACES and KF have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ACES and KF?
ACES and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 86 unique securities.
Which pays a higher dividend, ACES or KF?
ACES yields 1.22% while KF yields 1.57%, so KF currently pays the higher dividend yield.
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