Screener
ACIO vs XV
Aptus Collared Investment Opportunity ETF vs Simplify Target 15 Distribution ETF
Key differences
- ACIO is significantly larger than XV — larger funds tend to be more liquid and less likely to close.
- ACIO is classified as equity, while XV is alternative — different risk/return profiles.
- ACIO follows a active selection strategy; XV uses option income.
- ACIO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ACIO | XV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.75% |
| Fund size (AUM) | $2.3B | $60M |
| Since | 2019 | 2025 |
| Dividend yield | 0.39% | 13.61% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +18.0% | +16.3% |
| CAGR 3Y | +16.1% | N/A |
| CAGR 5Y | +10.6% | N/A |
| Sharpe 3Y | 1.19 | N/A |
| Volatility 1Y | 8.39% | 9.43% |
| Max drawdown | -14.19% | -5.73% |
Similar to ACIO and XV
Explore further