ACIO vs JMOM
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
5-Year PerformanceJMOM has outperformed ACIO, delivering a return of +15.5% compared to +9.9%
ACIO vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.40B
JMOM
$2.40B
Expense Ratio
ACIO
0.79%
Winner
JMOM
0.12%
Max Drawdown
Winner
ACIO
14.89%
JMOM
34.31%
Sharpe Ratio
ACIO
1.20
Winner
JMOM
1.74
5Y Beta
Winner
ACIO
0.62
JMOM
1.05
P/E Ratio
Winner
ACIO
27.96
JMOM
33.55
Forward P/E
Winner
ACIO
21.92
JMOM
22.05
PEG Ratio
ACIO
0.62
Winner
JMOM
0.32
5Y Dividends CAGR
ACIO
-6.50%
Winner
JMOM
12.88%
5Y EPS CAGR
Winner
ACIO
26.35%
JMOM
24.05%
Debt to Equity
Winner
ACIO
9.18%
JMOM
29.17%
P/S Ratio
ACIO
4.20
Winner
JMOM
2.53
P/B Ratio
ACIO
5.61
Winner
JMOM
5.58
ACIO vs JMOM - Holdings Comparison
ACIO and JMOM have 34 common holdings. Overlap is 21.87%
ACIO's top 25 holdings weight is 57.65%. JMOM's top 25 holdings weight is 34.03%.
| Rank | ACIO | JMOM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.01% | MICRON TECHNOLOGY INC (MU) - 3.35% |
| #2 | APPLE INC (AAPL) - 6.38% | ADVANCED MICRO DEVICES INC (AMD) - 2.48% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.85% | BROADCOM INC (AVGO) - 2.41% |
| #4 | MICROSOFT CORP (MSFT) - 4.89% | NVIDIA CORP (NVDA) - 2.07% |
| #5 | AMAZON.COM INC (AMZN) - 4.09% | ALPHABET INC CLASS A (GOOGL) - 2.00% |
| #6 | BROADCOM INC (AVGO) - 3.03% | APPLE INC (AAPL) - 1.86% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.43% | INTEL CORP (INTC) - 1.57% |
| #8 | CATERPILLAR INC (CAT) - 1.81% | MICROSOFT CORP (MSFT) - 1.56% |
| #9 | TESLA INC (TSLA) - 1.73% | JOHNSON & JOHNSON (JNJ) - 1.45% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.72% | META PLATFORMS INC CLASS A (META) - 1.43% |
| #11 | VISA INC CLASS A (V) - 1.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% | WALMART INC (WMT) - 1.29% |
| #13 | EXXON MOBIL CORP (XOM) - 1.43% | LAM RESEARCH CORP (LRCX) - 1.29% |
| #14 | ELI LILLY AND CO (LLY) - 1.25% | CATERPILLAR INC (CAT) - 1.24% |
| #15 | WALMART INC (WMT) - 1.23% | APPLIED MATERIALS INC (AMAT) - 1.19% |
| #16 | BLACKROCK INC (BLK) - 1.16% | COSTCO WHOLESALE CORP (COST) - 1.16% |
| #17 | SOUTHERN CO (SO) - 1.14% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% |
| #18 | NETFLIX INC (NFLX) - 1.13% | ORACLE CORP (ORCL) - 1.07% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | THE GOLDMAN SACHS GROUP INC (GS) - 0.97% |
| #20 | CASH OFFSET (n/a) - 1.08% | GE AEROSPACE (GE) - 0.96% |
| #21 | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.44% |
| #22 | PEPSICO INC (PEP) - 1.02% | DATADOG INC CLASS A (DDOG) - 0.43% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.43% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.98% | ON SEMICONDUCTOR CORP (ON) - 0.42% |
| #25 | CITIGROUP INC (C) - 0.98% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.42% |
| Total Holdings | 272 | 239 |
ACIO vs JMOM - Historical Returns
Returns include dividend reinvestment.
1M
ACIO
-0.11%
Winner
JMOM
+2.17%
3M
ACIO
+6.35%
Winner
JMOM
+15.41%
6M
ACIO
+4.98%
Winner
JMOM
+17.86%
1Y
ACIO
+13.92%
Winner
JMOM
+31.81%
5Y(CAGR)
ACIO
+9.90%
Winner
JMOM
+15.46%
10Y(CAGR)
ACIO
N/A
JMOM
+15.93%
Max(CAGR)
ACIO
+10.16%
Winner
JMOM
+15.93%
ACIO vs JMOM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | JMOM |
|---|---|---|
| 2026 | +5.38% | +17.76% |
| 2025 | +9.26% | +17.75% |
| 2024 | +22.36% | +29.74% |
| 2023 | +16.14% | +23.74% |
| 2022 | -10.52% | -20.41% |
| 2021 | +19.06% | +26.82% |
| 2020 | +9.44% | +28.12% |
| 2019 | +3.32% | +28.88% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +3.32% |
ACIO vs JMOM Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current ACIO drawdown is -2.27%. The current JMOM drawdown is -3.39%.
| Rank | ACIO | JMOM |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between ACIO and JMOM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
ACIO vs JMOM dividend yield comparison.
| Year | ACIO | JMOM |
|---|---|---|
| 2026 | 0.14% | 0.15% |
| 2025 | 0.37% | 0.86% |
| 2024 | 0.44% | 0.75% |
| 2023 | 0.72% | 1.21% |
| 2022 | 1.51% | 1.39% |
| 2021 | 0.60% | 0.64% |
| 2020 | 1.02% | 0.85% |
| 2019 | 1.32% | 1.11% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 0.29% |
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