ACIO vs BALT
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and Innovator Defined Wealth Shield ETF (BALT, ETF).
5-Year PerformanceACIO has outperformed BALT, delivering a return of +9.8% compared to +5.9%
ACIO vs BALT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.10B
Winner
BALT
$2.20B
Expense Ratio
ACIO
0.79%
Winner
BALT
0.69%
Max Drawdown
ACIO
14.89%
Winner
BALT
4.89%
Sharpe Ratio
ACIO
1.66
Winner
BALT
1.74
5Y Beta
ACIO
0.61
Winner
BALT
0.21
P/E Ratio
ACIO
27.87
BALT
N/A
Forward P/E
ACIO
22.02
BALT
N/A
PEG Ratio
ACIO
0.55
BALT
N/A
5Y Dividends CAGR
ACIO
-6.50%
BALT
N/A
5Y EPS CAGR
ACIO
26.10%
BALT
N/A
Debt to Equity
ACIO
5.37%
BALT
N/A
P/S Ratio
ACIO
4.14
BALT
N/A
P/B Ratio
ACIO
5.44
BALT
N/A
ACIO vs BALT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ACIO
+6.82%
BALT
+0.89%
3M
Winner
ACIO
+5.11%
BALT
+0.70%
6M
Winner
ACIO
+6.28%
BALT
+3.17%
1Y
Winner
ACIO
+18.82%
BALT
+7.68%
5Y(CAGR)
Winner
ACIO
+9.79%
BALT
+5.92%
Max(CAGR)
Winner
ACIO
+10.31%
BALT
+5.92%
ACIO vs BALT - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | BALT |
|---|---|---|
| 2026 | +5.49% | +1.37% |
| 2025 | +9.26% | +6.57% |
| 2024 | +22.36% | +10.32% |
| 2023 | +16.14% | +7.61% |
| 2022 | -10.52% | +2.48% |
| 2021 | +19.06% | +0.82% |
| 2020 | +9.44% | N/A |
| 2019 | +3.32% | N/A |
ACIO vs BALT Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for BALT was -4.89%, occurring on Apr 8, 2025. Recovery took 71 trading sessions.
The current BALT drawdown is -0.06%.
| Rank | ACIO | BALT |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -4.89% Feb 20, 2025 - Jun 3, 2025 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -2.16% Jan 4, 2022 - Jul 8, 2022 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -1.98% Aug 25, 2022 - Nov 10, 2022 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -1.85% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -1.84% Sep 14, 2023 - Nov 14, 2023 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -1.15% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -1.14% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -1.03% Mar 28, 2024 - May 9, 2024 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -0.85% Jul 31, 2023 - Aug 30, 2023 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -0.85% Nov 11, 2025 - Nov 25, 2025 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -0.76% Dec 16, 2024 - Dec 24, 2024 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -0.76% Mar 6, 2023 - Mar 21, 2023 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -0.62% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -0.58% Sep 27, 2021 - Oct 19, 2021 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -0.55% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between ACIO and BALT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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