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MSMR vs ACIO
McElhenny Sheffield Managed Risk ETF vs Aptus Collared Investment Opportunity ETF
Key differences
- ACIO costs 0.27% less per year.
- ACIO is significantly larger than MSMR — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, MSMR has delivered higher annualized returns.
Side-by-side comparison
| MSMR | ACIO | |
|---|---|---|
| Annual cost (TER) | 1.06% | 0.79% |
| Fund size (AUM) | $166M | $2.3B |
| Since | 2021 | 2019 |
| Dividend yield | 1.88% | 0.39% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.9% | +17.0% |
| CAGR 3Y | +20.5% | +16.1% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | 1.40 | 1.20 |
| Volatility 1Y | 12.03% | 8.40% |
| Max drawdown | -14.86% | -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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