ULA Chooses Rocketdyne Over Blue Origin for Upper Stage
orlandosentinel.com
orlandosentinel.com
The tactical advantage over SpaceX would be a 'launch any time' re-fuel and then change your orbital plane as needed. This would make waiting for a launch window less of a problem.
Blue Origin is also planning on-orbit refueling at some point, maybe also before ACES flies.
ACES is a lot better than business-as-usual for ULA, great for them. But it doesn't fix their bread-and-butter problem of being the most expensive possible ride to orbit.