Skip to content
Beacon
Screener

RFFC vs ACIO

ALPS Active Equity Opportunity ETF vs Aptus Collared Investment Opportunity ETF

RFFC

ALPS Active Equity Opportunity ETF

ALPS

Annual cost

0.48%

Fund size

$29M

ACIO

Aptus Collared Investment Opportunity ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$2.3B

Key differences

  • RFFC costs 0.31% less per year.
  • ACIO is significantly larger than RFFC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RFFC has delivered higher annualized returns.

Side-by-side comparison

RFFCACIO
Annual cost (TER)0.48%0.79%
Fund size (AUM)$29M$2.3B
Since20162019
Dividend yield0.74%0.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.1%+17.0%
CAGR 3Y+21.9%+16.1%
CAGR 5Y+12.6%+10.4%
Sharpe 3Y1.241.20
Volatility 1Y12.11%8.40%
Max drawdown-36.26%-14.19%

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

Similar to RFFC and ACIO