ACIO vs OUNZ

Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed ACIO, delivering a return of +19.0% compared to +9.7%

ACIO vs OUNZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACIO(ETF)	OUNZ(ETF)
Net Assets	$2.40B	$2.50B
Expense Ratio	0.79%	0.25%
Max Drawdown	14.89%	26.31%
Sharpe Ratio	1.09	0.81
5Y Beta	0.62	0.22
P/E Ratio	26.22	N/A
Forward P/E	21.00	N/A
PEG Ratio	0.29	N/A
5Y Dividends CAGR	-5.16%	N/A
5Y EPS CAGR	31.66%	N/A
Debt to Equity	50.02%	N/A
P/S Ratio	4.49	N/A
P/B Ratio	6.32	N/A

Net Assets

ACIO

$2.40B

Winner

OUNZ

$2.50B

Expense Ratio

ACIO

0.79%

Winner

OUNZ

0.25%

Max Drawdown

Winner

ACIO

14.89%

OUNZ

26.31%

Sharpe Ratio

Winner

ACIO

1.09

OUNZ

0.81

5Y Beta

ACIO

0.62

Winner

OUNZ

0.22

P/E Ratio

ACIO

26.22

OUNZ

N/A

Forward P/E

ACIO

21.00

OUNZ

N/A

PEG Ratio

ACIO

0.29

OUNZ

N/A

5Y Dividends CAGR

ACIO

-5.16%

OUNZ

N/A

5Y EPS CAGR

ACIO

31.66%

OUNZ

N/A

Debt to Equity

ACIO

50.02%

OUNZ

N/A

P/S Ratio

ACIO

4.49

OUNZ

N/A

P/B Ratio

ACIO

6.32

OUNZ

N/A

ACIO vs OUNZ - Historical Returns

Returns include dividend reinvestment.

Period	ACIO	OUNZ
1 month	+1.72%	+2.02%
3 months	+3.09%	-9.55%
6 months	+8.40%	-14.35%
1 year	+13.40%	+25.67%
5 years(CAGR)	+9.73%	+18.98%
10 years(CAGR)	N/A	+11.91%
Max(CAGR)	+10.36%	+9.86%

ACIO

+1.72%

Winner

OUNZ

+2.02%

Winner

ACIO

+3.09%

OUNZ

-9.55%

Winner

ACIO

+8.40%

OUNZ

-14.35%

ACIO

+13.40%

Winner

OUNZ

+25.67%

5Y(CAGR)

ACIO

+9.73%

Winner

OUNZ

+18.98%

10Y(CAGR)

ACIO

N/A

OUNZ

+11.91%

Max(CAGR)

Winner

ACIO

+10.36%

OUNZ

+9.86%

ACIO vs OUNZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	ACIO	OUNZ
2026	+8.40%	-2.04%
2025	+9.26%	+61.59%
2024	+22.36%	+27.01%
2023	+16.14%	+11.98%
2022	-10.52%	+0.97%
2021	+19.06%	-6.17%
2020	+9.44%	+23.96%
2019	+3.32%	+17.90%
2018	N/A	-3.19%
2017	N/A	+12.03%
2016	N/A	+6.65%
2015	N/A	-11.15%
2014	N/A	-8.73%

ACIO vs OUNZ Drawdown Comparison

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

The maximum drawdown for OUNZ was -26.31%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The current ACIO drawdown is -0.17%. The current OUNZ drawdown is -21.31%.

Rank	ACIO	OUNZ
#1	-14.18% Jan 17, 2020 - Jul 15, 2020	-26.31% Jan 29, 2026 - Jul 16, 2026
#2	-14.00% Dec 20, 2021 - Nov 20, 2023	-21.77% Jul 11, 2014 - Jul 5, 2016
#3	-12.12% Jan 23, 2025 - Jun 30, 2025	-21.76% Aug 6, 2020 - Mar 1, 2024
#4	-7.22% Oct 28, 2025 - Apr 16, 2026	-17.58% Jul 8, 2016 - Jun 20, 2019
#5	-5.72% Sep 2, 2020 - Nov 9, 2020	-12.51% Mar 9, 2020 - Apr 9, 2020
#6	-5.31% Jul 26, 2019 - Nov 15, 2019	-10.10% Oct 20, 2025 - Dec 22, 2025
#7	-5.18% Jul 16, 2024 - Aug 19, 2024	-8.10% Oct 30, 2024 - Jan 30, 2025
#8	-4.27% Sep 2, 2021 - Oct 20, 2021	-7.12% Apr 21, 2025 - Jun 13, 2025
#9	-4.23% Jun 1, 2026 - Aug 4, 2026	-6.57% Sep 4, 2019 - Jan 6, 2020
#10	-4.05% Feb 17, 2021 - Mar 26, 2021	-5.75% May 20, 2024 - Jul 16, 2024
#11	-3.60% Mar 28, 2024 - May 10, 2024	-4.93% Dec 26, 2025 - Jan 12, 2026
#12	-3.54% Dec 4, 2024 - Jan 23, 2025	-4.91% Feb 24, 2020 - Mar 5, 2020
#13	-3.16% Jan 20, 2021 - Feb 12, 2021	-4.84% Mar 31, 2025 - Apr 10, 2025
#14	-3.15% May 7, 2021 - Jun 14, 2021	-4.84% Jun 13, 2025 - Aug 29, 2025
#15	-2.93% Nov 8, 2021 - Dec 7, 2021	-4.38% Jul 16, 2024 - Aug 12, 2024