ACES vs TYO

Quick Verdict

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

Lower Fees: ACESHigher Returns: ACESMore Diversified: ACES

Side-by-Side Comparison

MetricACESTYOWinner
Expense Ratio0.55%1.00%
AUM$109M$12M
Dividend Yield1.22%2.62%
Holdings386
YTD Return-5.34%+12.13%
1Y Return+18.63%+11.94%
3Y Return (annualized)-8.28%+5.20%
5Y Return (annualized)-14.26%+14.80%
Volatility (annualized)35.3%19.3%
Max Drawdown-79.0%-90.4%
Fund FamilyALPS AdvisorsDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionJun 27, 2018Apr 16, 2009

ACES vs TYO Performance

ALPS Clean Energy ETF (ACES) is a ETF from ALPS Advisors and Direxion Daily 7-10 Year Treasury Bear 3X ETF (TYO) is a ETF from Direxion Shares ETF Trust. Over the past year ACES returned +18.63% while TYO returned +11.94%. Year to date, ACES is down 5.34% versus a gain of 12.13% for TYO.

Over three years, ACES compounded at -8.28% per year against +5.20% for TYO; over five years the annualized figures are -14.26% and +14.80% respectively. Across the full 8-year window we track, ACES has the edge at +3.60% annualized vs -7.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ACES has been the more volatile fund, with annualized monthly volatility of 35.3% compared with 19.3% for TYO. 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 -90.4% for TYO. 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 -0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACES charges 0.55% per year while TYO charges 1.00%. On a $10,000 position that is $55 vs $100 annually, a gap of $45 per year that compounds over a long holding period. On income, ACES currently yields 1.22% against 2.62% for TYO.

Holdings Overlap

0.0%overlap

ACES and TYO share 0 holdings out of 40 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 TYO?

ACES has an expense ratio of 0.55% while TYO charges 1.00%. ACES is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, ACES or TYO?

Over the past year ACES returned +18.63% vs +11.94% for TYO, so ACES leads on 1-year performance. Over the longest common window we track (8 years), ACES annualized +3.60% vs -7.19% for TYO. Past performance does not guarantee future results.

Which is riskier, ACES or TYO?

ACES has been the more volatile fund at 35.3% annualized versus 19.3% for TYO. Worst drawdown: ACES -79.0% vs TYO -90.4%.

Should I hold both ACES and TYO?

ACES and TYO have a monthly-return correlation of -0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACES and TYO?

ACES and TYO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 40 unique securities.

Which pays a higher dividend, ACES or TYO?

ACES yields 1.22% while TYO yields 2.62%, so TYO currently pays the higher dividend yield.

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