ACIO vs PFXF

Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceACIO has outperformed PFXF, delivering a return of +10.2% compared to +4.8%

ACIO vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACIO(ETF)	PFXF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.79%	0.40%
Max Drawdown	14.89%	37.25%
Sharpe Ratio	1.64	1.82
5Y Beta	0.61	0.39
P/E Ratio	28.48	N/A
Forward P/E	22.58	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	-6.50%	5.74%
5Y EPS CAGR	25.82%	N/A
Debt to Equity	5.40%	N/A
P/S Ratio	4.30	N/A
P/B Ratio	5.72	N/A

Net Assets

ACIO

$2.30B

PFXF

$2.30B

Expense Ratio

ACIO

0.79%

Winner

PFXF

0.40%

Max Drawdown

Winner

ACIO

14.89%

PFXF

37.25%

Sharpe Ratio

ACIO

1.64

Winner

PFXF

1.82

5Y Beta

ACIO

0.61

Winner

PFXF

0.39

P/E Ratio

ACIO

28.48

PFXF

N/A

Forward P/E

ACIO

22.58

PFXF

N/A

PEG Ratio

ACIO

0.55

PFXF

N/A

5Y Dividends CAGR

ACIO

-6.50%

Winner

PFXF

5.74%

5Y EPS CAGR

ACIO

25.82%

PFXF

N/A

Debt to Equity

ACIO

5.40%

PFXF

N/A

P/S Ratio

ACIO

4.30

PFXF

N/A

P/B Ratio

ACIO

5.72

PFXF

N/A

ACIO vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	ACIO	PFXF
1 month	+6.85%	+6.29%
3 months	+5.64%	+4.07%
6 months	+4.75%	+10.65%
1 year	+16.46%	+20.05%
5 years(CAGR)	+10.21%	+4.84%
10 years(CAGR)	N/A	+5.56%
Max(CAGR)	+10.34%	+5.79%

Winner

ACIO

+6.85%

PFXF

+6.29%

Winner

ACIO

+5.64%

PFXF

+4.07%

ACIO

+4.75%

Winner

PFXF

+10.65%

ACIO

+16.46%

Winner

PFXF

+20.05%

5Y(CAGR)

Winner

ACIO

+10.21%

PFXF

+4.84%

10Y(CAGR)

ACIO

N/A

PFXF

+5.56%

Max(CAGR)

Winner

ACIO

+10.34%

PFXF

+5.79%

ACIO vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ACIO	PFXF
2026	+5.77%	+7.44%
2025	+9.26%	+8.88%
2024	+22.36%	+8.29%
2023	+16.14%	+10.52%
2022	-10.52%	-18.62%
2021	+19.06%	+12.47%
2020	+9.44%	+7.34%
2019	+3.32%	+19.71%
2018	N/A	-3.18%
2017	N/A	+7.69%
2016	N/A	+5.79%
2015	N/A	-2.03%
2014	N/A	+15.44%
2013	N/A	-2.29%
2012	N/A	+4.44%

ACIO vs PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

Rank	ACIO	PFXF
#1	-14.18% Jan 17, 2020 - Jul 15, 2020	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-14.00% Dec 20, 2021 - Nov 20, 2023	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-12.12% Jan 23, 2025 - Jun 30, 2025	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-7.22% Oct 28, 2025 - Apr 16, 2026	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-5.72% Sep 2, 2020 - Nov 9, 2020	-9.71% May 21, 2013 - Feb 28, 2014
#6	-5.31% Jul 26, 2019 - Nov 15, 2019	-8.39% Jul 29, 2016 - May 2, 2017
#7	-5.18% Jul 16, 2024 - Aug 19, 2024	-8.08% May 18, 2015 - Mar 17, 2016
#8	-4.27% Sep 2, 2021 - Oct 20, 2021	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-4.05% Feb 17, 2021 - Mar 26, 2021	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-3.60% Mar 28, 2024 - May 10, 2024	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-3.54% Dec 4, 2024 - Jan 23, 2025	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-3.16% Jan 20, 2021 - Feb 12, 2021	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-3.15% May 7, 2021 - Jun 14, 2021	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-2.93% Nov 8, 2021 - Dec 7, 2021	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-2.75% Aug 30, 2024 - Sep 19, 2024	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between ACIO and PFXF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

ACIO vs PFXF dividend yield comparison.

Year	ACIO	PFXF
2026	0.14%	1.72%
2025	0.37%	6.72%
2024	0.44%	7.82%
2023	0.72%	7.88%
2022	1.51%	6.74%
2021	0.60%	4.66%
2020	1.02%	5.19%
2019	1.32%	5.35%
2018	0.00%	6.56%
2017	0.00%	5.93%
2016	0.00%	5.81%
2015	0.00%	5.99%
2014	0.00%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%