ACIO vs USCL
Comparison between APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).
ACIO vs USCL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ACIO
$2.10B
USCL
$2.10B
Expense Ratio
ACIO
0.79%
Winner
USCL
0.08%
Max Drawdown
Winner
ACIO
14.89%
USCL
19.23%
Sharpe Ratio
Winner
ACIO
1.66
USCL
1.55
5Y Beta
Winner
ACIO
0.61
USCL
0.95
P/E Ratio
ACIO
27.87
Winner
USCL
27.44
Forward P/E
ACIO
22.02
Winner
USCL
21.99
PEG Ratio
ACIO
0.55
USCL
N/A
5Y Dividends CAGR
ACIO
-6.50%
USCL
N/A
5Y EPS CAGR
Winner
ACIO
26.10%
USCL
24.48%
Debt to Equity
Winner
ACIO
5.37%
USCL
16.27%
P/S Ratio
Winner
ACIO
4.14
USCL
4.17
P/B Ratio
ACIO
5.44
Winner
USCL
5.23
ACIO vs USCL - Holdings Comparison
ACIO and USCL have 101 common holdings. Overlap is 57.51%
ACIO's top 25 holdings weight is 57.65%. USCL's top 25 holdings weight is 54.95%.
| Rank | ACIO | USCL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.01% | NVIDIA CORP (NVDA) - 6.39% |
| #2 | APPLE INC (AAPL) - 6.38% | BROADCOM INC (AVGO) - 5.84% |
| #3 | ALPHABET INC CLASS C (GOOG) - 5.85% | AMAZON.COM INC (AMZN) - 5.00% |
| #4 | MICROSOFT CORP (MSFT) - 4.89% | MICROSOFT CORP (MSFT) - 4.75% |
| #5 | AMAZON.COM INC (AMZN) - 4.09% | META PLATFORMS INC CLASS A (META) - 3.74% |
| #6 | BROADCOM INC (AVGO) - 3.03% | ALPHABET INC CLASS A (GOOGL) - 3.09% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.43% | TESLA INC (TSLA) - 2.71% |
| #8 | CATERPILLAR INC (CAT) - 1.81% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #9 | TESLA INC (TSLA) - 1.73% | JPMORGAN CHASE & CO (JPM) - 2.15% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.72% | ELI LILLY AND CO (LLY) - 1.77% |
| #11 | VISA INC CLASS A (V) - 1.67% | ADVANCED MICRO DEVICES INC (AMD) - 1.69% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% | EXXON MOBIL CORP (XOM) - 1.58% |
| #13 | EXXON MOBIL CORP (XOM) - 1.43% | WALMART INC (WMT) - 1.42% |
| #14 | ELI LILLY AND CO (LLY) - 1.25% | JOHNSON & JOHNSON (JNJ) - 1.37% |
| #15 | WALMART INC (WMT) - 1.23% | VISA INC CLASS A (V) - 1.32% |
| #16 | BLACKROCK INC (BLK) - 1.16% | MASTERCARD INC CLASS A (MA) - 1.08% |
| #17 | SOUTHERN CO (SO) - 1.14% | CISCO SYSTEMS INC (CSCO) - 1.08% |
| #18 | NETFLIX INC (NFLX) - 1.13% | n/a (PLTR) - 1.01% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.13% | CATERPILLAR INC (CAT) - 0.98% |
| #20 | CASH OFFSET (n/a) - 1.08% | NETFLIX INC (NFLX) - 0.98% |
| #21 | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% | ORACLE CORP (ORCL) - 0.92% |
| #22 | PEPSICO INC (PEP) - 1.02% | BANK OF AMERICA CORP (BAC) - 0.91% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% | ABBVIE INC (ABBV) - 0.88% |
| #24 | JOHNSON & JOHNSON (JNJ) - 0.98% | PROCTER & GAMBLE CO (PG) - 0.88% |
| #25 | CITIGROUP INC (C) - 0.98% | THE HOME DEPOT INC (HD) - 0.84% |
| Total Holdings | 272 | 273 |
ACIO vs USCL - Historical Returns
Returns include dividend reinvestment.
1M
ACIO
+6.82%
Winner
USCL
+8.10%
3M
Winner
ACIO
+5.11%
USCL
+5.02%
6M
Winner
ACIO
+6.28%
USCL
+6.19%
1Y
ACIO
+18.82%
Winner
USCL
+24.18%
5Y(CAGR)
ACIO
+9.79%
USCL
N/A
Max(CAGR)
ACIO
+10.31%
Winner
USCL
+20.22%
ACIO vs USCL - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | ACIO | USCL |
|---|---|---|
| 2026 | +5.49% | +4.82% |
| 2025 | +9.26% | +14.58% |
| 2024 | +22.36% | +27.52% |
| 2023 | +16.14% | +12.72% |
| 2022 | -10.52% | N/A |
| 2021 | +19.06% | N/A |
| 2020 | +9.44% | N/A |
| 2019 | +3.32% | N/A |
ACIO vs USCL Drawdown Comparison
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
| Rank | ACIO | USCL |
|---|---|---|
| #1 | -14.18% Jan 17, 2020 - Jul 15, 2020 | -18.99% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -14.00% Dec 20, 2021 - Nov 20, 2023 | -10.24% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -12.12% Jan 23, 2025 - Jun 30, 2025 | -10.00% Jul 31, 2023 - Nov 30, 2023 |
| #4 | -7.22% Oct 28, 2025 - Apr 16, 2026 | -8.58% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.72% Sep 2, 2020 - Nov 9, 2020 | -5.61% Oct 28, 2025 - Dec 24, 2025 |
| #6 | -5.31% Jul 26, 2019 - Nov 15, 2019 | -5.42% Mar 28, 2024 - May 15, 2024 |
| #7 | -5.18% Jul 16, 2024 - Aug 19, 2024 | -4.69% Dec 11, 2024 - Jan 30, 2025 |
| #8 | -4.27% Sep 2, 2021 - Oct 20, 2021 | -2.57% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -4.05% Feb 17, 2021 - Mar 26, 2021 | -2.45% Jun 15, 2023 - Jun 30, 2023 |
| #10 | -3.60% Mar 28, 2024 - May 10, 2024 | -2.44% Jul 25, 2025 - Aug 13, 2025 |
| #11 | -3.54% Dec 4, 2024 - Jan 23, 2025 | -2.39% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -3.16% Jan 20, 2021 - Feb 12, 2021 | -2.19% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -3.15% May 7, 2021 - Jun 14, 2021 | -1.82% Jan 29, 2024 - Feb 2, 2024 |
| #14 | -2.93% Nov 8, 2021 - Dec 7, 2021 | -1.81% Dec 28, 2023 - Jan 10, 2024 |
| #15 | -2.75% Aug 30, 2024 - Sep 19, 2024 | -1.68% Sep 22, 2025 - Oct 6, 2025 |
Correlation
Correlation between ACIO and USCL 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 USCL dividend yield comparison.
| Year | ACIO | USCL |
|---|---|---|
| 2026 | 0.14% | 0.28% |
| 2025 | 0.37% | 1.10% |
| 2024 | 0.44% | 1.18% |
| 2023 | 0.72% | 0.85% |
| 2022 | 1.51% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 1.02% | 0.00% |
| 2019 | 1.32% | 0.00% |
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