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