ACIO vs APUE
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
ACIO vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.10B
Winner
APUE
$2.20B
Expense Ratio
ACIO
0.79%
Winner
APUE
0.31%
Max Drawdown
Winner
ACIO
14.89%
APUE
19.07%
Sharpe Ratio
ACIO
1.66
Winner
APUE
2.06
5Y Beta
Winner
ACIO
0.61
APUE
0.95
P/E Ratio
ACIO
27.87
Winner
APUE
26.78
Forward P/E
ACIO
22.02
Winner
APUE
20.97
PEG Ratio
ACIO
0.55
Winner
APUE
0.49
5Y Dividends CAGR
ACIO
-6.50%
APUE
N/A
5Y EPS CAGR
ACIO
26.10%
Winner
APUE
27.89%
Debt to Equity
Winner
ACIO
5.37%
APUE
29.22%
P/S Ratio
ACIO
4.14
Winner
APUE
3.37
P/B Ratio
ACIO
5.44
Winner
APUE
5.17
ACIO vs APUE - Holdings Comparison
ACIO and APUE have 120 common holdings. Overlap is 52.62%
ACIO's top 25 holdings weight is 57.65%. APUE's top 25 holdings weight is 49.01%.
| Rank | ACIO | APUE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.01% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | APPLE INC (AAPL) - 6.38% | APPLE INC (AAPL) - 5.88% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.85% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | MICROSOFT CORP (MSFT) - 4.89% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | AMAZON.COM INC (AMZN) - 4.09% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | BROADCOM INC (AVGO) - 3.03% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.43% | BROADCOM INC (AVGO) - 2.82% |
| #8 | CATERPILLAR INC (CAT) - 1.81% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | TESLA INC (TSLA) - 1.73% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.72% | TESLA INC (TSLA) - 1.58% |
| #11 | VISA INC CLASS A (V) - 1.67% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | EXXON MOBIL CORP (XOM) - 1.43% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | ELI LILLY AND CO (LLY) - 1.25% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | WALMART INC (WMT) - 1.23% | WALMART INC (WMT) - 0.92% |
| #16 | BLACKROCK INC (BLK) - 1.16% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | SOUTHERN CO (SO) - 1.14% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | NETFLIX INC (NFLX) - 1.13% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | VISA INC CLASS A (V) - 0.70% |
| #20 | CASH OFFSET (n/a) - 1.08% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | PEPSICO INC (PEP) - 1.02% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.98% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | CITIGROUP INC (C) - 0.98% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 272 | 404 |
ACIO vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
ACIO
+6.82%
Winner
APUE
+8.60%
3M
ACIO
+5.11%
Winner
APUE
+5.83%
6M
ACIO
+6.28%
Winner
APUE
+11.20%
1Y
ACIO
+18.82%
Winner
APUE
+32.89%
5Y(CAGR)
ACIO
+9.79%
APUE
N/A
Max(CAGR)
ACIO
+10.31%
Winner
APUE
+23.10%
ACIO vs APUE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | APUE |
|---|---|---|
| 2026 | +5.49% | +8.34% |
| 2025 | +9.26% | +17.72% |
| 2024 | +22.36% | +24.70% |
| 2023 | +16.14% | +18.42% |
| 2022 | -10.52% | N/A |
| 2021 | +19.06% | N/A |
| 2020 | +9.44% | N/A |
| 2019 | +3.32% | N/A |
ACIO vs APUE Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
| Rank | ACIO | APUE |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between ACIO and APUE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
ACIO vs APUE dividend yield comparison.
| Year | ACIO | APUE |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 0.37% | 0.83% |
| 2024 | 0.44% | 0.79% |
| 2023 | 0.72% | 0.41% |
| 2022 | 1.51% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 1.02% | 0.00% |
| 2019 | 1.32% | 0.00% |
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