Screener
XXV vs ACIO
Simplify Ancorato Target 25 Distribution ETF vs Aptus Collared Investment Opportunity ETF
Key differences
- ACIO costs 0.06% less per year.
- ACIO is significantly larger than XXV — larger funds tend to be more liquid and less likely to close.
- XXV is classified as alternative, while ACIO is equity — different risk/return profiles.
- XXV follows a option income strategy; ACIO uses active selection.
- ACIO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XXV | ACIO | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.79% |
| Fund size (AUM) | $52M | $2.3B |
| Since | 2025 | 2019 |
| Dividend yield | — | 0.39% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +18.0% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +10.6% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | — | 8.39% |
| Max drawdown | -8.90% | -14.19% |
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