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PFOE vs ACIO

Pathfinder Focused Opportunities ETF vs Aptus Collared Investment Opportunity ETF

PFOE

Pathfinder Focused Opportunities ETF

Pathfinder ETFs

Annual cost

0.59%

Fund size

$105M

ACIO

Aptus Collared Investment Opportunity ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$2.3B

Key differences

  • PFOE costs 0.20% less per year.
  • ACIO is significantly larger than PFOE — larger funds tend to be 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

PFOEACIO
Annual cost (TER)0.59%0.79%
Fund size (AUM)$105M$2.3B
Since20252019
Dividend yield0.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+17.0%
CAGR 3YN/A+16.1%
CAGR 5YN/A+10.4%
Sharpe 3YN/A1.20
Volatility 1Y8.40%
Max drawdown-18.19%-14.19%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PFOE and ACIO