ACCE Quality Compounders vs ACCE Smart Money
Head-to-head: performance, risk profile, and constituent overlap between two ACCE indices.
US
ACCE Quality Compounders →
High-ROIC, wide-moat businesses compounding shareholder value through pricing power, network effects, and recurring revenue.
US
ACCE Smart Money →
Stocks being accumulated by multiple quality institutional managers across our curated 13F universe. Rebalanced quarterly after 13F filing deadlines (Feb / May / Aug / Nov).
ACCE Quality Compounders - risk
Volatility 30d+22.3%
Volatility 90d+22.4%
Sharpe 90d-1.87
Max drawdown-22.8%
Beta vs SPY0.50
ACCE Smart Money - risk
Volatility 30d-
Volatility 90d-
Sharpe 90d-
Max drawdown-0.8%
Beta vs SPY-
Constituent overlap
5 stocks held by both indices (out of 8 and 35)
Top sectors - ACCE Quality Compounders
Technology36.8%
Financial Services32.6%
Consumer Defensive15.0%
Healthcare12.0%
Communication Services3.5%
Top sectors - ACCE Smart Money
Technology31.4%
Financial Services22.9%
Communication Services17.1%
Consumer Cyclical11.4%
Healthcare5.7%
Consumer Defensive5.7%
ACCE Verdict
## Head-to-Head Verdict: ACCE Quality Compounders vs. ACCE Smart Money
ACCE Quality Compounders holds the only measurable track record here, and it is a difficult one: a since-inception return of -13.46% against a benchmark that returned +6.93% over the same period, a gap of more than 20 percentage points.
The risk profile compounds the concern. Quality Compounders carries a 90-day volatility of 22.68%, a Sharpe ratio of -1.95, and a maximum drawdown of -22.83%, all painful figures for a strategy that markets itself on stability and moat durability. The beta of 0.51 confirms the portfolio is not moving with the market, but that low correlation has not translated into protection or alpha.
Smart Money has no live performance data yet, which makes direct comparison impossible. What separates the two conceptually is signal source: Quality Compounders screens for fundamental business characteristics, while Smart Money follows institutional positioning disclosed through 13F filings, rebalancing quarterly after each filing deadline.
Quality Compounders suits investors who believe in the long-term compounding thesis and can tolerate a prolonged drawdown waiting for mean reversion. Smart Money is the more appropriate choice for investors who want institutional consensus as their primary filter, though the absence of any live return data means that thesis remains entirely unproven at this stage.