Skip to content
Screener

OEI vs ACIO

Optimized Equity Income ETF vs Aptus Collared Investment Opportunity ETF

OEI

Optimized Equity Income ETF

Annual cost

0.01%

Fund size

$42M

ACIO

Aptus Collared Investment Opportunity ETF

Annual cost

0.79%

Fund size

$2.4B

Key differences

Both OEI and ACIO are alternative ETFs. OEI charges 0.01% a year and ACIO 0.79%. The main difference: OEI costs 0.78% less per year.

  • OEI costs 0.78% less per year.
  • ACIO is much larger than OEI. 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

OEIACIO
Annual cost (TER)0.01%0.79%
Fund size (AUM)$42M$2.4B
Since20252019
Dividend yield0.38%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption 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-6.49%-14.19%

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

Similar to OEI and ACIO