ACIO vs IBDW

Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceACIO has outperformed IBDW, delivering a return of +9.7% compared to +0.5%

ACIO vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACIO(ETF)	IBDW(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.79%	0.10%
Max Drawdown	14.89%	26.72%
Sharpe Ratio	1.11	0.27
5Y Beta	0.62	0.06
P/E Ratio	27.37	N/A
Forward P/E	21.61	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	-6.50%	N/A
5Y EPS CAGR	25.63%	N/A
Debt to Equity	11.59%	N/A
P/S Ratio	4.08	N/A
P/B Ratio	5.53	N/A

Net Assets

ACIO

$2.40B

IBDW

$2.40B

Expense Ratio

ACIO

0.79%

Winner

IBDW

0.10%

Max Drawdown

Winner

ACIO

14.89%

IBDW

26.72%

Sharpe Ratio

Winner

ACIO

1.11

IBDW

0.27

5Y Beta

ACIO

0.62

Winner

IBDW

0.06

P/E Ratio

ACIO

27.37

IBDW

N/A

Forward P/E

ACIO

21.61

IBDW

N/A

PEG Ratio

ACIO

0.61

IBDW

N/A

5Y Dividends CAGR

ACIO

-6.50%

IBDW

N/A

5Y EPS CAGR

ACIO

25.63%

IBDW

N/A

Debt to Equity

ACIO

11.59%

IBDW

N/A

P/S Ratio

ACIO

4.08

IBDW

N/A

P/B Ratio

ACIO

5.53

IBDW

N/A

ACIO vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	ACIO	IBDW
1 month	-1.38%	+0.40%
3 months	+8.36%	+0.74%
6 months	+4.31%	+0.45%
1 year	+13.16%	+4.46%
5 years(CAGR)	+9.71%	+0.46%
Max(CAGR)	+10.04%	+0.46%

ACIO

-1.38%

Winner

IBDW

+0.40%

Winner

ACIO

+8.36%

IBDW

+0.74%

Winner

ACIO

+4.31%

IBDW

+0.45%

Winner

ACIO

+13.16%

IBDW

+4.46%

5Y(CAGR)

Winner

ACIO

+9.71%

IBDW

+0.46%

Max(CAGR)

Winner

ACIO

+10.04%

IBDW

+0.46%

ACIO vs IBDW - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	ACIO	IBDW
2026	+4.99%	+0.19%
2025	+9.26%	+8.86%
2024	+22.36%	+3.60%
2023	+16.14%	+8.47%
2022	-10.52%	-16.41%
2021	+19.06%	+0.36%
2020	+9.44%	N/A
2019	+3.32%	N/A

ACIO vs IBDW Drawdown Comparison

The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current ACIO drawdown is -2.63%. The current IBDW drawdown is -1.11%.

Rank	ACIO	IBDW
#1	-14.18% Jan 17, 2020 - Jul 15, 2020	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-14.00% Dec 20, 2021 - Nov 20, 2023	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-12.12% Jan 23, 2025 - Jun 30, 2025	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-7.22% Oct 28, 2025 - Apr 16, 2026	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-5.72% Sep 2, 2020 - Nov 9, 2020	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-5.31% Jul 26, 2019 - Nov 15, 2019	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-5.18% Jul 16, 2024 - Aug 19, 2024	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-4.27% Sep 2, 2021 - Oct 20, 2021	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-4.05% Feb 17, 2021 - Mar 26, 2021	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-3.60% Mar 28, 2024 - May 10, 2024	N/A
#11	-3.54% Dec 4, 2024 - Jan 23, 2025	N/A
#12	-3.40% Jun 1, 2026 - Jun 10, 2026	N/A
#13	-3.16% Jan 20, 2021 - Feb 12, 2021	N/A
#14	-3.15% May 7, 2021 - Jun 14, 2021	N/A
#15	-2.93% Nov 8, 2021 - Dec 7, 2021	N/A