ACIO vs TSPA
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).
5-Year PerformanceTSPA has outperformed ACIO, delivering a return of +14.3% compared to +9.8%
ACIO vs TSPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.10B
TSPA
$2.10B
Expense Ratio
ACIO
0.79%
Winner
TSPA
0.34%
Max Drawdown
Winner
ACIO
14.89%
TSPA
24.72%
Sharpe Ratio
ACIO
1.66
Winner
TSPA
2.00
5Y Beta
Winner
ACIO
0.61
TSPA
0.97
P/E Ratio
Winner
ACIO
27.87
TSPA
29.92
Forward P/E
Winner
ACIO
22.02
TSPA
22.50
PEG Ratio
Winner
ACIO
0.55
TSPA
0.59
5Y Dividends CAGR
ACIO
-6.50%
TSPA
N/A
5Y EPS CAGR
ACIO
26.10%
Winner
TSPA
28.25%
Debt to Equity
Winner
ACIO
5.37%
TSPA
44.08%
P/S Ratio
ACIO
4.14
Winner
TSPA
3.64
P/B Ratio
ACIO
5.44
Winner
TSPA
5.41
ACIO vs TSPA - Holdings Comparison
ACIO and TSPA have 94 common holdings. Overlap is 54.55%
ACIO's top 25 holdings weight is 57.65%. TSPA's top 25 holdings weight is 48.99%.
| Rank | ACIO | TSPA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.01% | NVIDIA CORP (NVDA) - 7.73% |
| #2 | APPLE INC (AAPL) - 6.38% | APPLE INC (AAPL) - 6.96% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.85% | MICROSOFT CORP (MSFT) - 4.96% |
| #4 | MICROSOFT CORP (MSFT) - 4.89% | AMAZON.COM INC (AMZN) - 3.77% |
| #5 | AMAZON.COM INC (AMZN) - 4.09% | ALPHABET INC CLASS C (GOOG) - 3.17% |
| #6 | BROADCOM INC (AVGO) - 3.03% | BROADCOM INC (AVGO) - 2.80% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.43% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #8 | CATERPILLAR INC (CAT) - 1.81% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #9 | TESLA INC (TSLA) - 1.73% | TESLA INC (TSLA) - 1.77% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.72% | ELI LILLY AND CO (LLY) - 1.38% |
| #11 | VISA INC CLASS A (V) - 1.67% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% | EXXON MOBIL CORP (XOM) - 1.12% |
| #13 | EXXON MOBIL CORP (XOM) - 1.43% | VISA INC CLASS A (V) - 1.05% |
| #14 | ELI LILLY AND CO (LLY) - 1.25% | T-MOBILE US INC (TMUS) - 1.03% |
| #15 | WALMART INC (WMT) - 1.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.01% |
| #16 | BLACKROCK INC (BLK) - 1.16% | WALMART INC (WMT) - 0.99% |
| #17 | SOUTHERN CO (SO) - 1.14% | NETFLIX INC (NFLX) - 0.98% |
| #18 | NETFLIX INC (NFLX) - 1.13% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | CHEVRON CORP (CVX) - 0.82% |
| #20 | CASH OFFSET (n/a) - 1.08% | MASTERCARD INC CLASS A (MA) - 0.80% |
| #21 | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% | ABBOTT LABORATORIES (ABT) - 0.32% |
| #22 | PEPSICO INC (PEP) - 1.02% | AMPHENOL CORP CLASS A (APH) - 0.32% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% | CSX CORP (CSX) - 0.32% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.98% | NORTHROP GRUMMAN CORP (NOC) - 0.32% |
| #25 | CITIGROUP INC (C) - 0.98% | ALLSTATE CORP (ALL) - 0.31% |
| Total Holdings | 272 | 272 |
ACIO vs TSPA - Historical Returns
Returns include dividend reinvestment.
1M
ACIO
+6.82%
Winner
TSPA
+9.39%
3M
ACIO
+5.11%
Winner
TSPA
+6.99%
6M
ACIO
+6.28%
Winner
TSPA
+11.27%
1Y
ACIO
+18.82%
Winner
TSPA
+32.17%
5Y(CAGR)
ACIO
+9.79%
Winner
TSPA
+14.33%
Max(CAGR)
ACIO
+10.31%
Winner
TSPA
+14.33%
ACIO vs TSPA - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | TSPA |
|---|---|---|
| 2026 | +5.49% | +8.86% |
| 2025 | +9.26% | +16.49% |
| 2024 | +22.36% | +27.28% |
| 2023 | +16.14% | +30.41% |
| 2022 | -10.52% | -19.11% |
| 2021 | +19.06% | +13.72% |
| 2020 | +9.44% | N/A |
| 2019 | +3.32% | N/A |
ACIO vs TSPA Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
| Rank | ACIO | TSPA |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -24.72% Dec 29, 2021 - Nov 22, 2023 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -19.04% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -9.24% Jan 29, 2026 - Apr 14, 2026 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -8.90% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -5.49% Mar 28, 2024 - May 14, 2024 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -5.40% Oct 29, 2025 - Dec 11, 2025 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -4.78% Aug 30, 2021 - Oct 19, 2021 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -4.16% Nov 16, 2021 - Dec 23, 2021 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -3.91% Dec 6, 2024 - Jan 22, 2025 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -2.82% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -2.77% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -2.64% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -2.59% Jan 12, 2026 - Jan 27, 2026 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -2.36% Nov 11, 2024 - Nov 26, 2024 |
Correlation
Correlation between ACIO and TSPA is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2019 - 2026)
ACIO vs TSPA dividend yield comparison.
| Year | ACIO | TSPA |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 0.37% | 0.62% |
| 2024 | 0.44% | 0.50% |
| 2023 | 0.72% | 0.41% |
| 2022 | 1.51% | 1.16% |
| 2021 | 0.60% | 0.43% |
| 2020 | 1.02% | 0.00% |
| 2019 | 1.32% | 0.00% |
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