ACIO vs SLQD

Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceACIO has outperformed SLQD, delivering a return of +10.2% compared to +2.5%

ACIO vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACIO(ETF)	SLQD(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.79%	0.06%
Max Drawdown	14.89%	12.69%
Sharpe Ratio	1.64	0.78
5Y Beta	0.61	0.03
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%	16.24%
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

SLQD

$2.30B

Expense Ratio

ACIO

0.79%

Winner

SLQD

0.06%

Max Drawdown

ACIO

14.89%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

ACIO

1.64

SLQD

0.78

5Y Beta

ACIO

0.61

Winner

SLQD

0.03

P/E Ratio

ACIO

28.48

SLQD

N/A

Forward P/E

ACIO

22.58

SLQD

N/A

PEG Ratio

ACIO

0.55

SLQD

N/A

5Y Dividends CAGR

ACIO

-6.50%

Winner

SLQD

16.24%

5Y EPS CAGR

ACIO

25.82%

SLQD

N/A

Debt to Equity

ACIO

5.40%

SLQD

N/A

P/S Ratio

ACIO

4.30

SLQD

N/A

P/B Ratio

ACIO

5.72

SLQD

N/A

ACIO vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	ACIO	SLQD
1 month	+6.85%	+0.22%
3 months	+5.64%	+0.24%
6 months	+4.75%	+1.41%
1 year	+16.46%	+4.92%
5 years(CAGR)	+10.21%	+2.52%
10 years(CAGR)	N/A	+2.66%
Max(CAGR)	+10.34%	+2.52%

Winner

ACIO

+6.85%

SLQD

+0.22%

Winner

ACIO

+5.64%

SLQD

+0.24%

Winner

ACIO

+4.75%

SLQD

+1.41%

Winner

ACIO

+16.46%

SLQD

+4.92%

5Y(CAGR)

Winner

ACIO

+10.21%

SLQD

+2.52%

10Y(CAGR)

ACIO

N/A

SLQD

+2.66%

Max(CAGR)

Winner

ACIO

+10.34%

SLQD

+2.52%

ACIO vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	ACIO	SLQD
2026	+5.77%	+0.73%
2025	+9.26%	+6.23%
2024	+22.36%	+5.15%
2023	+16.14%	+5.87%
2022	-10.52%	-4.27%
2021	+19.06%	-0.53%
2020	+9.44%	+4.70%
2019	+3.32%	+6.05%
2018	N/A	+1.15%
2017	N/A	+2.17%
2016	N/A	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

ACIO vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current SLQD drawdown is -0.14%.

Rank	ACIO	SLQD
#1	-14.18% Jan 17, 2020 - Jul 15, 2020	-12.69% Mar 4, 2020 - May 19, 2020
#2	-14.00% Dec 20, 2021 - Nov 20, 2023	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-12.12% Jan 23, 2025 - Jun 30, 2025	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-7.22% Oct 28, 2025 - Apr 16, 2026	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-5.72% Sep 2, 2020 - Nov 9, 2020	-1.06% Feb 27, 2026 - Mar 26, 2026
#6	-5.31% Jul 26, 2019 - Nov 15, 2019	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-5.18% Jul 16, 2024 - Aug 19, 2024	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-4.27% Sep 2, 2021 - Oct 20, 2021	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-4.05% Feb 17, 2021 - Mar 26, 2021	-0.87% Dec 31, 2020 - May 25, 2021
#10	-3.60% Mar 28, 2024 - May 10, 2024	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-3.54% Dec 4, 2024 - Jan 23, 2025	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-3.16% Jan 20, 2021 - Feb 12, 2021	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-3.15% May 7, 2021 - Jun 14, 2021	-0.76% Mar 27, 2024 - May 3, 2024
#14	-2.93% Nov 8, 2021 - Dec 7, 2021	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-2.75% Aug 30, 2024 - Sep 19, 2024	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between ACIO and SLQD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

ACIO vs SLQD dividend yield comparison.

Year	ACIO	SLQD
2026	0.14%	1.45%
2025	0.37%	4.15%
2024	0.44%	3.71%
2023	0.72%	2.99%
2022	1.51%	2.00%
2021	0.60%	1.67%
2020	1.02%	2.34%
2019	1.32%	2.89%
2018	0.00%	2.55%
2017	0.00%	1.98%
2016	0.00%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%