ACIO vs QGRW
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF).
ACIO vs QGRW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.30B
QGRW
$2.30B
Expense Ratio
ACIO
0.79%
Winner
QGRW
0.28%
Max Drawdown
Winner
ACIO
14.89%
QGRW
24.50%
Sharpe Ratio
ACIO
1.64
Winner
QGRW
1.82
5Y Beta
Winner
ACIO
0.61
QGRW
1.30
P/E Ratio
Winner
ACIO
28.48
QGRW
37.99
Forward P/E
Winner
ACIO
22.58
QGRW
26.74
PEG Ratio
ACIO
0.55
Winner
QGRW
0.50
5Y Dividends CAGR
ACIO
-6.50%
QGRW
N/A
5Y EPS CAGR
ACIO
25.82%
Winner
QGRW
37.86%
Debt to Equity
Winner
ACIO
5.40%
QGRW
27.82%
P/S Ratio
Winner
ACIO
4.30
QGRW
8.66
P/B Ratio
Winner
ACIO
5.72
QGRW
12.78
ACIO vs QGRW - Holdings Comparison
ACIO and QGRW have 37 common holdings. Overlap is 46.52%
ACIO's top 25 holdings weight is 57.65%. QGRW's top 25 holdings weight is 80.07%.
| Rank | ACIO | QGRW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.01% | NVIDIA CORP (NVDA) - 14.00% |
| #2 | APPLE INC (AAPL) - 6.38% | ALPHABET INC CLASS A (GOOGL) - 10.16% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.85% | APPLE INC (AAPL) - 6.58% |
| #4 | MICROSOFT CORP (MSFT) - 4.89% | MICROSOFT CORP (MSFT) - 6.35% |
| #5 | AMAZON.COM INC (AMZN) - 4.09% | META PLATFORMS INC CLASS A (META) - 6.16% |
| #6 | BROADCOM INC (AVGO) - 3.03% | AMAZON.COM INC (AMZN) - 5.02% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.43% | BROADCOM INC (AVGO) - 4.15% |
| #8 | CATERPILLAR INC (CAT) - 1.81% | MICRON TECHNOLOGY INC (MU) - 3.56% |
| #9 | TESLA INC (TSLA) - 1.73% | ELI LILLY AND CO (LLY) - 2.68% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.72% | TESLA INC (TSLA) - 2.44% |
| #11 | VISA INC CLASS A (V) - 1.67% | ORACLE CORP (ORCL) - 2.18% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% | ADVANCED MICRO DEVICES INC (AMD) - 1.86% |
| #13 | EXXON MOBIL CORP (XOM) - 1.43% | VISA INC CLASS A (V) - 1.66% |
| #14 | ELI LILLY AND CO (LLY) - 1.25% | CATERPILLAR INC (CAT) - 1.49% |
| #15 | WALMART INC (WMT) - 1.23% | MASTERCARD INC CLASS A (MA) - 1.37% |
| #16 | BLACKROCK INC (BLK) - 1.16% | LAM RESEARCH CORP (LRCX) - 1.34% |
| #17 | SOUTHERN CO (SO) - 1.14% | GE VERNOVA INC (GEV) - 1.25% |
| #18 | NETFLIX INC (NFLX) - 1.13% | APPLIED MATERIALS INC (AMAT) - 1.23% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | NETFLIX INC (NFLX) - 1.15% |
| #20 | CASH OFFSET (n/a) - 1.08% | GE AEROSPACE (GE) - 1.07% |
| #21 | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% | n/a (PLTR) - 0.98% |
| #22 | PEPSICO INC (PEP) - 1.02% | KLA CORP (KLAC) - 0.97% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% | ARISTA NETWORKS INC (ANET) - 0.89% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.98% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.80% |
| #25 | CITIGROUP INC (C) - 0.98% | QUANTA SERVICES INC (PWR) - 0.73% |
| Total Holdings | 272 | 100 |
ACIO vs QGRW - Historical Returns
Returns include dividend reinvestment.
1M
ACIO
+6.85%
Winner
QGRW
+14.67%
3M
ACIO
+5.64%
Winner
QGRW
+12.95%
6M
ACIO
+4.75%
Winner
QGRW
+9.47%
1Y
ACIO
+16.46%
Winner
QGRW
+35.24%
5Y(CAGR)
ACIO
+10.21%
QGRW
N/A
Max(CAGR)
ACIO
+10.34%
Winner
QGRW
+33.74%
ACIO vs QGRW - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | QGRW |
|---|---|---|
| 2026 | +5.77% | +10.74% |
| 2025 | +9.26% | +19.30% |
| 2024 | +22.36% | +37.48% |
| 2023 | +16.14% | +57.20% |
| 2022 | -10.52% | -3.30% |
| 2021 | +19.06% | N/A |
| 2020 | +9.44% | N/A |
| 2019 | +3.32% | N/A |
ACIO vs QGRW Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.
| Rank | ACIO | QGRW |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -24.40% Dec 16, 2024 - Jun 26, 2025 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -15.44% Oct 29, 2025 - Apr 17, 2026 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -14.54% Jul 10, 2024 - Oct 29, 2024 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -11.75% Jul 18, 2023 - Nov 16, 2023 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -7.63% Apr 11, 2024 - May 15, 2024 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -7.28% Feb 2, 2023 - Mar 21, 2023 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -5.52% Dec 15, 2022 - Jan 11, 2023 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -3.97% Dec 28, 2023 - Jan 18, 2024 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -3.65% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -3.57% Oct 29, 2024 - Nov 6, 2024 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -3.10% Feb 9, 2024 - Feb 22, 2024 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -3.06% Nov 11, 2024 - Dec 2, 2024 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -2.94% Apr 18, 2023 - Apr 27, 2023 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -2.92% Jun 15, 2023 - Jun 30, 2023 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -2.64% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between ACIO and QGRW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
ACIO vs QGRW dividend yield comparison.
| Year | ACIO | QGRW |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 0.37% | 0.09% |
| 2024 | 0.44% | 0.14% |
| 2023 | 0.72% | 0.11% |
| 2022 | 1.51% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 1.02% | 0.00% |
| 2019 | 1.32% | 0.00% |
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