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EMPB vs ACIO

Efficient Market Portfolio Plus ETF vs Aptus Collared Investment Opportunity ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

Key differences

Both EMPB and ACIO are alternative ETFs. EMPB charges 2.21% a year and ACIO 0.79%. The main difference: EMPB follows a active selection strategy; ACIO uses option income.

  • EMPB follows a active selection strategy; ACIO uses option income.
  • ACIO costs 1.42% less per year.
  • ACIO is much larger than EMPB. Larger funds are usually more liquid and less likely to close.
  • ACIO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBACIO
Annual cost (TER)2.21%0.79%
Fund size (AUM)$21M$2.4B
Since20242019
Dividend yield0.77%0.38%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+20.0%+12.6%
CAGR 3YN/A+14.9%
CAGR 5YN/A+9.8%
Sharpe 3YN/A1.07
Volatility 1Y11.30%8.57%
Max drawdown-7.55%-14.19%

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

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