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AAAA vs ACIO

Amplius Aggressive Asset Allocation ETF vs Aptus Collared Investment Opportunity ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

Key differences

AAAA is a mixed asset ETF, while ACIO is an alternative ETF. AAAA charges 0.49% a year and ACIO 0.79%.

  • AAAA is a mixed asset fund, while ACIO is an alternative fund. They carry different risk/return profiles.
  • AAAA follows a tactical allocation strategy; ACIO uses option income.
  • AAAA costs 0.30% less per year.
  • ACIO is much larger than AAAA. Larger funds are usually more liquid and less likely to close.
  • ACIO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AAAAACIO
Annual cost (TER)0.49%0.79%
Fund size (AUM)$281M$2.4B
Since20252019
Dividend yield0.38%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1YN/A+13.9%
CAGR 3YN/A+15.6%
CAGR 5YN/A+10.0%
Sharpe 3YN/A1.13
Volatility 1Y8.63%
Max drawdown-7.83%-14.19%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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