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MDAA vs ACIO

Myriad Dynamic Asset Allocation ETF vs Aptus Collared Investment Opportunity ETF

MDAA

Myriad Dynamic Asset Allocation ETF

Annual cost

0.01%

Fund size

$459M

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

Key differences

MDAA is a mixed asset ETF, while ACIO is an alternative ETF. MDAA charges 0.01% a year and ACIO 0.79%.

  • MDAA is a mixed asset fund, while ACIO is an alternative fund. They carry different risk/return profiles.
  • MDAA follows a active selection strategy; ACIO uses option income.
  • MDAA costs 0.78% less per year.
  • ACIO is much larger than MDAA. 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

MDAAACIO
Annual cost (TER)0.01%0.79%
Fund size (AUM)$459M$2.4B
Since20252019
Dividend yield0.38%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1YN/A+13.9%
CAGR 3YN/A+15.6%
CAGR 5YN/A+10.0%
Sharpe 3YN/A1.13
Volatility 1Y8.63%
Max drawdown-14.59%-14.19%

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

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