ACIO vs SPY
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed ACIO, delivering a return of +13.3% compared to +9.8%
ACIO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.10B
Winner
SPY
$652B
Expense Ratio
ACIO
0.79%
Winner
SPY
0.09%
Max Drawdown
Winner
ACIO
14.89%
SPY
56.47%
Sharpe Ratio
ACIO
1.66
Winner
SPY
2.07
5Y Beta
Winner
ACIO
0.61
SPY
1.00
P/E Ratio
Winner
ACIO
27.87
SPY
28.24
Forward P/E
ACIO
22.02
Winner
SPY
21.85
PEG Ratio
ACIO
0.55
SPY
N/A
5Y Dividends CAGR
ACIO
-6.50%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
ACIO
26.10%
SPY
25.79%
Debt to Equity
Winner
ACIO
5.37%
SPY
22.35%
P/S Ratio
ACIO
4.14
Winner
SPY
3.55
P/B Ratio
ACIO
5.44
Winner
SPY
5.29
ACIO vs SPY - Holdings Comparison
ACIO and SPY have 148 common holdings. Overlap is 71.41%
ACIO's top 25 holdings weight is 57.65%. SPY's top 25 holdings weight is 51.32%.
| Rank | ACIO | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.01% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 6.38% | APPLE INC (AAPL) - 6.48% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.85% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | MICROSOFT CORP (MSFT) - 4.89% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AMAZON.COM INC (AMZN) - 4.09% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BROADCOM INC (AVGO) - 3.03% | BROADCOM INC (AVGO) - 3.09% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.43% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | CATERPILLAR INC (CAT) - 1.81% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TESLA INC (TSLA) - 1.73% | TESLA INC (TSLA) - 1.73% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | VISA INC CLASS A (V) - 1.67% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | EXXON MOBIL CORP (XOM) - 1.43% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | ELI LILLY AND CO (LLY) - 1.25% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | WALMART INC (WMT) - 1.23% | WALMART INC (WMT) - 0.91% |
| #16 | BLACKROCK INC (BLK) - 1.16% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | SOUTHERN CO (SO) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | NETFLIX INC (NFLX) - 1.13% | VISA INC CLASS A (V) - 0.85% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CASH OFFSET (n/a) - 1.08% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% | INTEL CORP (INTC) - 0.65% |
| #22 | PEPSICO INC (PEP) - 1.02% | NETFLIX INC (NFLX) - 0.64% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.98% | CHEVRON CORP (CVX) - 0.58% |
| #25 | CITIGROUP INC (C) - 0.98% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 272 | 505 |
ACIO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ACIO
+6.82%
Winner
SPY
+9.11%
3M
ACIO
+5.11%
Winner
SPY
+6.59%
6M
ACIO
+6.28%
Winner
SPY
+10.56%
1Y
ACIO
+18.82%
Winner
SPY
+32.04%
5Y(CAGR)
ACIO
+9.79%
Winner
SPY
+13.35%
10Y(CAGR)
ACIO
N/A
SPY
+15.49%
Max(CAGR)
Winner
ACIO
+10.31%
SPY
+8.50%
ACIO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | SPY |
|---|---|---|
| 2026 | +5.49% | +8.27% |
| 2025 | +9.26% | +18.00% |
| 2024 | +22.36% | +25.59% |
| 2023 | +16.14% | +26.72% |
| 2022 | -10.52% | -18.64% |
| 2021 | +19.06% | +30.52% |
| 2020 | +9.44% | +17.28% |
| 2019 | +3.32% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ACIO vs SPY Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | ACIO | SPY |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ACIO and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
ACIO vs SPY dividend yield comparison.
| Year | ACIO | SPY |
|---|---|---|
| 2026 | 0.14% | 0.24% |
| 2025 | 0.37% | 1.07% |
| 2024 | 0.44% | 1.21% |
| 2023 | 0.72% | 1.40% |
| 2022 | 1.51% | 1.65% |
| 2021 | 0.60% | 1.20% |
| 2020 | 1.02% | 1.52% |
| 2019 | 1.32% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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