Screener
ACIO vs APMU
Aptus Collared Investment Opportunity ETF vs ActivePassive Intermediate Municipal Bond ETF
Key differences
ACIO is an alternative ETF, while APMU is a fixed income ETF. ACIO charges 0.79% a year and APMU 0.35%.
- ACIO is an alternative fund, while APMU is a fixed income fund. They carry different risk/return profiles.
- ACIO follows a option income strategy; APMU uses active selection.
- APMU costs 0.44% less per year.
- ACIO is much larger than APMU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ACIO has delivered higher annualized returns.
Side-by-side comparison
| ACIO | APMU | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.35% |
| Fund size (AUM) | $2.4B | $232M |
| Since | 2019 | 2023 |
| Dividend yield | 0.38% | 2.65% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.9% | +4.1% |
| CAGR 3Y | +15.6% | +3.0% |
| CAGR 5Y | +10.0% | N/A |
| Sharpe 3Y | 1.13 | -0.22 |
| Volatility 1Y | 8.63% | 2.40% |
| Max drawdown | -14.19% | -4.39% |
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