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UPSD vs ACIO

ETF Series Solutions - Aptus Large Cap Upside ETF vs Aptus Collared Investment Opportunity ETF

UPSD

ETF Series Solutions - Aptus Large Cap Upside ETF

Annual cost

Fund size

ACIO

Aptus Collared Investment Opportunity ETF

APTUS ETFs

Annual cost

0.79%

Fund size

$2.3B

Key differences

  • UPSD is classified as alternative, while ACIO is equity — different risk/return profiles.
  • UPSD follows a multi strategy strategy; ACIO uses active selection.

Side-by-side comparison

UPSDACIO
Annual cost (TER)0.79%
Fund size (AUM)$2.3B
Since2019
Dividend yield0.39%
Asset classalternativeequity
Regionnorth americanorth america
Strategymulti strategyactive selection
CAGR 1Y+22.8%+17.0%
CAGR 3YN/A+16.1%
CAGR 5YN/A+10.4%
Sharpe 3YN/A1.20
Volatility 1Y14.14%8.40%
Max drawdown-23.85%-14.19%

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

Similar to UPSD and ACIO