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HTUS vs ACIO

Hull Tactical US ETF vs Aptus Collared Investment Opportunity ETF

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

Key differences

Both HTUS and ACIO are alternative ETFs. HTUS charges 0.96% a year and ACIO 0.79%. The main difference: HTUS follows a multi strategy strategy; ACIO uses option income.

  • HTUS follows a multi strategy strategy; ACIO uses option income.
  • ACIO costs 0.17% less per year.
  • ACIO is much larger than HTUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HTUS has delivered higher annualized returns.

Side-by-side comparison

HTUSACIO
Annual cost (TER)0.96%0.79%
Fund size (AUM)$152M$2.4B
Since20152019
Dividend yield1.12%0.38%
Asset classalternativealternative
Regionnorth americanorth america
Strategymulti strategyoption income
CAGR 1Y+25.5%+13.9%
CAGR 3Y+21.6%+15.6%
CAGR 5Y+15.5%+10.0%
Sharpe 3Y1.021.13
Volatility 1Y11.80%8.63%
Max drawdown-47.50%-14.19%

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

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