EPP vs ACIO
Comparison between ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).
5-Year PerformanceACIO has outperformed EPP, delivering a return of +9.8% compared to +5.2%
EPP vs ACIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPP
$2B
Winner
ACIO
$2.10B
Expense Ratio
Winner
EPP
0.47%
ACIO
0.79%
Max Drawdown
EPP
67.70%
Winner
ACIO
14.89%
Sharpe Ratio
EPP
1.35
Winner
ACIO
1.66
5Y Beta
EPP
0.76
Winner
ACIO
0.61
P/E Ratio
EPP
N/A
ACIO
27.87
Forward P/E
EPP
N/A
ACIO
22.02
PEG Ratio
EPP
N/A
ACIO
0.55
5Y Dividends CAGR
Winner
EPP
7.01%
ACIO
-6.50%
5Y EPS CAGR
EPP
N/A
ACIO
26.10%
Debt to Equity
EPP
N/A
ACIO
5.37%
P/S Ratio
EPP
N/A
ACIO
4.14
P/B Ratio
EPP
N/A
ACIO
5.44
EPP vs ACIO - Holdings Comparison
EPP and ACIO have 1 common holdings. Overlap is -1.38%
EPP's top 25 holdings weight is 69.51%. ACIO's top 25 holdings weight is 57.65%.
| Rank | EPP | ACIO |
|---|---|---|
| #1 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 9.37% | NVIDIA CORP (NVDA) - 8.01% |
| #2 | BHP GROUP LTD (n/a) - 8.79% | APPLE INC (AAPL) - 6.38% |
| #3 | AIA GROUP LTD (n/a) - 4.88% | ALPHABET INC CLASS C (GOOG) - 5.85% |
| #4 | WESTPAC BANKING CORP (n/a) - 4.26% | MICROSOFT CORP (MSFT) - 4.89% |
| #5 | DBS GROUP HOLDINGS LTD (n/a) - 4.10% | AMAZON.COM INC (AMZN) - 4.09% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.91% | BROADCOM INC (AVGO) - 3.03% |
| #7 | ANZ GROUP HOLDINGS LTD (n/a) - 3.55% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #8 | MACQUARIE GROUP LTD (n/a) - 2.72% | CATERPILLAR INC (CAT) - 1.81% |
| #9 | WESFARMERS LTD (n/a) - 2.66% | TESLA INC (TSLA) - 1.73% |
| #10 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.61% | JPMORGAN CHASE & CO (JPM) - 1.72% |
| #11 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% | VISA INC CLASS A (V) - 1.67% |
| #12 | CSL LTD (n/a) - 2.07% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% |
| #13 | RIO TINTO LTD (n/a) - 1.99% | EXXON MOBIL CORP (XOM) - 1.43% |
| #14 | GOODMAN GROUP (n/a) - 1.88% | ELI LILLY AND CO (LLY) - 1.25% |
| #15 | WOODSIDE ENERGY GROUP LTD (WDS) - 1.87% | WALMART INC (WMT) - 1.23% |
| #16 | UNITED OVERSEAS BANK LTD (n/a) - 1.59% | BLACKROCK INC (BLK) - 1.16% |
| #17 | SEA LTD ADR (SE) - 1.54% | SOUTHERN CO (SO) - 1.14% |
| #18 | WOOLWORTHS GROUP LTD (n/a) - 1.41% | NETFLIX INC (NFLX) - 1.13% |
| #19 | TRANSURBAN GROUP (n/a) - 1.32% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #20 | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.23% | CASH OFFSET (n/a) - 1.08% |
| #21 | FORTESCUE LTD (n/a) - 1.12% | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% |
| #22 | SUN HUNG KAI PROPERTIES LTD (n/a) - 1.09% | PEPSICO INC (PEP) - 1.02% |
| #23 | QBE INSURANCE GROUP LTD (n/a) - 1.05% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% |
| #24 | NORTHERN STAR RESOURCES LTD (n/a) - 1.00% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| #25 | CK HUTCHISON HOLDINGS LTD (n/a) - 0.96% | CITIGROUP INC (C) - 0.98% |
| Total Holdings | 108 | 272 |
EPP vs ACIO - Historical Returns
Returns include dividend reinvestment.
1M
EPP
+0.27%
Winner
ACIO
+6.82%
3M
EPP
+1.62%
Winner
ACIO
+5.11%
6M
Winner
EPP
+11.46%
ACIO
+6.28%
1Y
Winner
EPP
+25.25%
ACIO
+18.82%
5Y(CAGR)
EPP
+5.16%
Winner
ACIO
+9.79%
10Y(CAGR)
EPP
+7.96%
ACIO
N/A
Max(CAGR)
EPP
+9.05%
Winner
ACIO
+10.31%
EPP vs ACIO - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EPP | ACIO |
|---|---|---|
| 2026 | +9.42% | +5.49% |
| 2025 | +19.75% | +9.26% |
| 2024 | +6.00% | +22.36% |
| 2023 | +6.11% | +16.14% |
| 2022 | -6.79% | -10.52% |
| 2021 | +3.86% | +19.06% |
| 2020 | +4.97% | +9.44% |
| 2019 | +19.27% | +3.32% |
| 2018 | -11.62% | N/A |
| 2017 | +24.09% | N/A |
| 2016 | +9.01% | N/A |
| 2015 | -8.36% | N/A |
| 2014 | -1.03% | N/A |
| 2013 | +1.73% | N/A |
| 2012 | +22.74% | N/A |
| 2011 | -14.42% | N/A |
| 2010 | +13.87% | N/A |
| 2009 | +62.26% | N/A |
| 2008 | -47.31% | N/A |
| 2007 | +29.17% | N/A |
| 2006 | +29.68% | N/A |
| 2005 | +14.63% | N/A |
| 2004 | +26.18% | N/A |
| 2003 | +43.93% | N/A |
| 2002 | -6.06% | N/A |
| 2001 | +8.45% | N/A |
EPP vs ACIO Drawdown Comparison
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The current EPP drawdown is -1.62%.
| Rank | EPP | ACIO |
|---|---|---|
| #1 | -66.01% Oct 31, 2007 - Jan 10, 2013 | -14.18% Jan 17, 2020 - Jul 15, 2020 |
| #2 | -39.30% Jan 16, 2020 - Dec 10, 2020 | -14.00% Dec 20, 2021 - Nov 20, 2023 |
| #3 | -30.42% Sep 3, 2014 - Jul 14, 2017 | -12.12% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -26.24% Jun 4, 2021 - Sep 19, 2024 | -7.22% Oct 28, 2025 - Apr 16, 2026 |
| #5 | -19.29% Oct 2, 2024 - May 27, 2025 | -5.72% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -18.74% May 22, 2002 - Jun 11, 2003 | -5.31% Jul 26, 2019 - Nov 15, 2019 |
| #7 | -17.80% Jan 26, 2018 - Jun 27, 2019 | -5.18% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -17.59% Jul 23, 2007 - Sep 19, 2007 | -4.27% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -17.21% Apr 30, 2013 - Oct 22, 2013 | -4.05% Feb 17, 2021 - Mar 26, 2021 |
| #10 | -16.92% Feb 17, 2004 - Sep 30, 2004 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #11 | -15.01% May 9, 2006 - Oct 25, 2006 | -3.54% Dec 4, 2024 - Jan 23, 2025 |
| #12 | -12.96% Oct 22, 2013 - Apr 9, 2014 | -3.16% Jan 20, 2021 - Feb 12, 2021 |
| #13 | -10.37% Jul 3, 2019 - Jan 13, 2020 | -3.15% May 7, 2021 - Jun 14, 2021 |
| #14 | -10.31% Feb 26, 2007 - Mar 26, 2007 | -2.93% Nov 8, 2021 - Dec 7, 2021 |
| #15 | -8.79% Feb 25, 2026 - May 6, 2026 | -2.75% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between EPP and ACIO is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2026)
EPP vs ACIO dividend yield comparison.
| Year | EPP | ACIO |
|---|---|---|
| 2026 | 0.00% | 0.14% |
| 2025 | 3.77% | 0.37% |
| 2024 | 3.81% | 0.44% |
| 2023 | 4.10% | 0.72% |
| 2022 | 4.37% | 1.51% |
| 2021 | 4.58% | 0.60% |
| 2020 | 2.28% | 1.02% |
| 2019 | 3.89% | 1.32% |
| 2018 | 5.00% | 0.00% |
| 2017 | 4.15% | 0.00% |
| 2016 | 3.96% | 0.00% |
| 2015 | 4.90% | 0.00% |
| 2014 | 4.33% | 0.00% |
| 2013 | 4.08% | 0.00% |
| 2012 | 4.21% | 0.00% |
| 2011 | 4.41% | 0.00% |
| 2010 | 3.30% | 0.00% |
| 2009 | 3.45% | 0.00% |
| 2008 | 2.39% | 0.00% |
| 2007 | 4.72% | 0.00% |
| 2006 | 4.24% | 0.00% |
| 2005 | 3.75% | 0.00% |
| 2004 | 3.34% | 0.00% |
| 2003 | 2.08% | 0.00% |
| 2002 | 1.74% | 0.00% |
| 2001 | 0.50% | 0.00% |
Select Stocks to Compare
Popular: EPP vs SPYACIO vs SPY
More Comparisons
Compare with similar stocks