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ACIO vs ADME

Aptus Collared Investment Opportunity ETF vs Aptus Drawdown Managed Equity ETF

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

ADME

Aptus Drawdown Managed Equity ETF

Annual cost

0.79%

Fund size

$280M

Key differences

Both ACIO and ADME are alternative ETFs. ACIO charges 0.79% a year and ADME 0.79%. The main difference: ACIO is much larger than ADME. Larger funds are usually more liquid and less likely to close.

  • ACIO is much larger than ADME. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ADME has delivered higher annualized returns.

Side-by-side comparison

ACIOADME
Annual cost (TER)0.79%0.79%
Fund size (AUM)$2.4B$280M
Since20192016
Dividend yield0.38%0.37%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+13.9%+18.1%
CAGR 3Y+15.6%+16.9%
CAGR 5Y+10.0%+7.9%
Sharpe 3Y1.131.04
Volatility 1Y8.63%10.46%
Max drawdown-14.19%-27.49%

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

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