Screener
ACIO vs DEFR
Aptus Collared Investment Opportunity ETF vs Aptus Deferred Income ETF
Key differences
- ACIO is significantly larger than DEFR — larger funds tend to be more liquid and less likely to close.
- ACIO is classified as equity, while DEFR is alternative — different risk/return profiles.
- ACIO follows a active selection strategy; DEFR uses option income.
- ACIO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ACIO | DEFR | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.79% |
| Fund size (AUM) | $2.3B | $116M |
| Since | 2019 | 2025 |
| Dividend yield | 0.39% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +17.0% | +6.4% |
| CAGR 3Y | +16.1% | N/A |
| CAGR 5Y | +10.4% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 8.40% | 5.34% |
| Max drawdown | -14.19% | -3.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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