BGIG vs ACIO
Comparison between BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).
BGIG vs ACIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BGIG
$2B
Winner
ACIO
$2.10B
Expense Ratio
Winner
BGIG
0.45%
ACIO
0.79%
Max Drawdown
Winner
BGIG
14.11%
ACIO
14.89%
Sharpe Ratio
Winner
BGIG
1.75
ACIO
1.66
5Y Beta
BGIG
0.63
Winner
ACIO
0.61
P/E Ratio
Winner
BGIG
23.24
ACIO
27.87
Forward P/E
Winner
BGIG
19.50
ACIO
22.02
PEG Ratio
BGIG
0.64
Winner
ACIO
0.55
5Y Dividends CAGR
BGIG
N/A
ACIO
-6.50%
5Y EPS CAGR
BGIG
14.02%
Winner
ACIO
26.10%
Debt to Equity
BGIG
N/A
ACIO
5.37%
P/S Ratio
Winner
BGIG
2.79
ACIO
4.14
P/B Ratio
Winner
BGIG
4.19
ACIO
5.44
BGIG vs ACIO - Holdings Comparison
BGIG and ACIO have 26 common holdings. Overlap is 20.48%
BGIG's top 25 holdings weight is 70.06%. ACIO's top 25 holdings weight is 57.65%.
| Rank | BGIG | ACIO |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 5.88% | NVIDIA CORP (NVDA) - 8.01% |
| #2 | JOHNSON & JOHNSON (JNJ) - 4.83% | APPLE INC (AAPL) - 6.38% |
| #3 | MICROSOFT CORP (MSFT) - 3.99% | ALPHABET INC CLASS C (GOOG) - 5.85% |
| #4 | ELI LILLY AND CO (LLY) - 3.57% | MICROSOFT CORP (MSFT) - 4.89% |
| #5 | THE TRAVELERS COMPANIES INC (TRV) - 3.51% | AMAZON.COM INC (AMZN) - 4.09% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.37% | BROADCOM INC (AVGO) - 3.03% |
| #7 | WILLIAMS COMPANIES INC (WMB) - 3.27% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #8 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.26% | CATERPILLAR INC (CAT) - 1.81% |
| #9 | NEXTERA ENERGY INC (NEE) - 3.02% | TESLA INC (TSLA) - 1.73% |
| #10 | ABBVIE INC (ABBV) - 2.99% | JPMORGAN CHASE & CO (JPM) - 1.72% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.98% | VISA INC CLASS A (V) - 1.67% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.73% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% |
| #13 | CHEVRON CORP (CVX) - 2.47% | EXXON MOBIL CORP (XOM) - 1.43% |
| #14 | GENERAL DYNAMICS CORP (GD) - 2.37% | ELI LILLY AND CO (LLY) - 1.25% |
| #15 | GARMIN LTD (GRMN) - 2.21% | WALMART INC (WMT) - 1.23% |
| #16 | CISCO SYSTEMS INC (CSCO) - 2.20% | BLACKROCK INC (BLK) - 1.16% |
| #17 | TARGA RESOURCES CORP (TRGP) - 2.16% | SOUTHERN CO (SO) - 1.14% |
| #18 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.14% | NETFLIX INC (NFLX) - 1.13% |
| #19 | THE HOME DEPOT INC (HD) - 2.09% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #20 | EXXON MOBIL CORP (XOM) - 2.03% | CASH OFFSET (n/a) - 1.08% |
| #21 | DARDEN RESTAURANTS INC (DRI) - 2.01% | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% |
| #22 | PPL CORP (PPL) - 1.79% | PEPSICO INC (PEP) - 1.02% |
| #23 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.75% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% |
| #24 | CORNING INC (GLW) - 1.73% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| #25 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.71% | CITIGROUP INC (C) - 0.98% |
| Total Holdings | 52 | 272 |
BGIG vs ACIO - Historical Returns
Returns include dividend reinvestment.
1M
BGIG
+1.53%
Winner
ACIO
+6.82%
3M
BGIG
+1.19%
Winner
ACIO
+5.11%
6M
Winner
BGIG
+9.59%
ACIO
+6.28%
1Y
Winner
BGIG
+21.62%
ACIO
+18.82%
5Y(CAGR)
BGIG
N/A
ACIO
+9.79%
Max(CAGR)
Winner
BGIG
+15.86%
ACIO
+10.31%
BGIG vs ACIO - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BGIG | ACIO |
|---|---|---|
| 2026 | +6.96% | +5.49% |
| 2025 | +12.53% | +9.26% |
| 2024 | +16.25% | +22.36% |
| 2023 | +4.55% | +16.14% |
| 2022 | N/A | -10.52% |
| 2021 | N/A | +19.06% |
| 2020 | N/A | +9.44% |
| 2019 | N/A | +3.32% |
BGIG vs ACIO Drawdown Comparison
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The current BGIG drawdown is -1.34%.
| Rank | BGIG | ACIO |
|---|---|---|
| #1 | -13.23% Oct 18, 2024 - Jun 30, 2025 | -14.18% Jan 17, 2020 - Jul 15, 2020 |
| #2 | -7.95% Sep 15, 2023 - Dec 1, 2023 | -14.00% Dec 20, 2021 - Nov 20, 2023 |
| #3 | -5.81% Mar 2, 2026 - Apr 30, 2026 | -12.12% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -4.73% Jul 16, 2024 - Aug 15, 2024 | -7.22% Oct 28, 2025 - Apr 16, 2026 |
| #5 | -4.73% Mar 28, 2024 - May 14, 2024 | -5.72% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -3.06% Aug 30, 2024 - Sep 16, 2024 | -5.31% Jul 26, 2019 - Nov 15, 2019 |
| #7 | -2.56% May 21, 2024 - Jun 13, 2024 | -5.18% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -2.50% Oct 8, 2025 - Nov 25, 2025 | -4.27% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -2.03% Jul 25, 2025 - Aug 20, 2025 | -4.05% Feb 17, 2021 - Mar 26, 2021 |
| #10 | -1.87% Nov 28, 2025 - Jan 12, 2026 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #11 | -1.71% Jun 18, 2024 - Jul 10, 2024 | -3.54% Dec 4, 2024 - Jan 23, 2025 |
| #12 | -1.49% Dec 19, 2023 - Dec 26, 2023 | -3.16% Jan 20, 2021 - Feb 12, 2021 |
| #13 | -1.46% Jan 8, 2024 - Jan 19, 2024 | -3.15% May 7, 2021 - Jun 14, 2021 |
| #14 | -1.34% Apr 30, 2026 - May 8, 2026 | -2.93% Nov 8, 2021 - Dec 7, 2021 |
| #15 | -1.32% Jan 16, 2026 - Jan 26, 2026 | -2.75% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between BGIG and ACIO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2019 - 2026)
BGIG vs ACIO dividend yield comparison.
| Year | BGIG | ACIO |
|---|---|---|
| 2026 | 0.60% | 0.14% |
| 2025 | 1.89% | 0.37% |
| 2024 | 2.02% | 0.44% |
| 2023 | 0.78% | 0.72% |
| 2022 | 0.00% | 1.51% |
| 2021 | 0.00% | 0.60% |
| 2020 | 0.00% | 1.02% |
| 2019 | 0.00% | 1.32% |
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