EVT vs ACIO

Comparison between Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).

5-Year PerformanceACIO has outperformed EVT, delivering a return of +9.8% compared to +6.7%

EVT vs ACIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVT(ETF)	ACIO(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.79%
Max Drawdown	77.86%	14.89%
Sharpe Ratio	1.70	1.66
5Y Beta	0.72	0.61
P/E Ratio	N/A	27.87
Forward P/E	N/A	22.02
PEG Ratio	N/A	0.55
5Y Dividends CAGR	4.22%	-6.50%
5Y EPS CAGR	N/A	26.10%
Debt to Equity	N/A	5.37%
P/S Ratio	N/A	4.14
P/B Ratio	N/A	5.44

Net Assets

EVT

$2B

Winner

ACIO

$2.10B

Expense Ratio

EVT

N/A

ACIO

0.79%

Max Drawdown

EVT

77.86%

Winner

ACIO

14.89%

Sharpe Ratio

Winner

EVT

1.70

ACIO

1.66

5Y Beta

EVT

0.72

Winner

ACIO

0.61

P/E Ratio

EVT

N/A

ACIO

27.87

Forward P/E

EVT

N/A

ACIO

22.02

PEG Ratio

EVT

N/A

ACIO

0.55

5Y Dividends CAGR

Winner

EVT

4.22%

ACIO

-6.50%

5Y EPS CAGR

EVT

N/A

ACIO

26.10%

Debt to Equity

EVT

N/A

ACIO

5.37%

P/S Ratio

EVT

N/A

ACIO

4.14

P/B Ratio

EVT

N/A

ACIO

5.44

EVT vs ACIO - Historical Returns

Returns include dividend reinvestment.

Period	EVT	ACIO
1 month	+5.28%	+6.82%
3 months	+1.83%	+5.11%
6 months	+12.92%	+6.28%
1 year	+25.32%	+18.82%
5 years(CAGR)	+6.71%	+9.79%
10 years(CAGR)	+11.14%	N/A
Max(CAGR)	+9.17%	+10.31%

EVT

+5.28%

Winner

ACIO

+6.82%

EVT

+1.83%

Winner

ACIO

+5.11%

Winner

EVT

+12.92%

ACIO

+6.28%

Winner

EVT

+25.32%

ACIO

+18.82%

5Y(CAGR)

EVT

+6.71%

Winner

ACIO

+9.79%

10Y(CAGR)

EVT

+11.14%

ACIO

N/A

Max(CAGR)

EVT

+9.17%

Winner

ACIO

+10.31%

EVT vs ACIO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EVT	ACIO
2026	+6.86%	+5.49%
2025	+14.39%	+9.26%
2024	+17.26%	+22.36%
2023	+5.41%	+16.14%
2022	-16.80%	-10.52%
2021	+36.90%	+19.06%
2020	+2.03%	+9.44%
2019	+42.47%	+3.32%
2018	-12.55%	N/A
2017	+20.76%	N/A
2016	+17.62%	N/A
2015	+1.23%	N/A
2014	+17.91%	N/A
2013	+19.63%	N/A
2012	+19.81%	N/A
2011	-6.01%	N/A
2010	+11.23%	N/A
2009	+43.63%	N/A
2008	-52.24%	N/A
2007	+6.32%	N/A
2006	+31.17%	N/A
2005	+12.81%	N/A
2004	+13.55%	N/A
2003	+2.82%	N/A

EVT vs ACIO Drawdown Comparison

The maximum drawdown for EVT was -73.95%, occurring on Mar 9, 2009. Recovery took 1482 trading sessions.

The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.

The current EVT drawdown is -0.90%.

Rank	EVT	ACIO
#1	-73.95% Jun 4, 2007 - Apr 23, 2013	-14.18% Jan 17, 2020 - Jul 15, 2020
#2	-52.00% Feb 20, 2020 - Jan 14, 2021	-14.00% Dec 20, 2021 - Nov 20, 2023
#3	-28.20% Jan 14, 2022 - Aug 29, 2024	-12.12% Jan 23, 2025 - Jun 30, 2025
#4	-27.47% Oct 3, 2018 - Apr 30, 2019	-7.22% Oct 28, 2025 - Apr 16, 2026
#5	-19.91% Mar 5, 2004 - Nov 12, 2004	-5.72% Sep 2, 2020 - Nov 9, 2020
#6	-18.70% Nov 29, 2024 - Aug 22, 2025	-5.31% Jul 26, 2019 - Nov 15, 2019
#7	-14.79% Nov 3, 2015 - Apr 1, 2016	-5.18% Jul 16, 2024 - Aug 19, 2024
#8	-13.17% May 21, 2013 - Jan 16, 2014	-4.27% Sep 2, 2021 - Oct 20, 2021
#9	-10.94% May 21, 2015 - Nov 3, 2015	-4.05% Feb 17, 2021 - Mar 26, 2021
#10	-10.20% Aug 19, 2016 - Dec 20, 2016	-3.60% Mar 28, 2024 - May 10, 2024
#11	-9.93% Jan 23, 2018 - Jun 12, 2018	-3.54% Dec 4, 2024 - Jan 23, 2025
#12	-9.83% Mar 4, 2005 - Jul 12, 2005	-3.16% Jan 20, 2021 - Feb 12, 2021
#13	-9.23% Feb 26, 2026 - Apr 29, 2026	-3.15% May 7, 2021 - Jun 14, 2021
#14	-8.44% Dec 28, 2006 - Apr 3, 2007	-2.93% Nov 8, 2021 - Dec 7, 2021
#15	-8.35% Sep 19, 2014 - Nov 10, 2014	-2.75% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between EVT and ACIO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2003 - 2026)

EVT vs ACIO dividend yield comparison.

Year	EVT	ACIO
2026	2.50%	0.14%
2025	7.84%	0.37%
2024	8.02%	0.44%
2023	8.03%	0.72%
2022	8.44%	1.51%
2021	5.65%	0.60%
2020	7.97%	1.02%
2019	6.82%	1.32%
2018	9.16%	0.00%
2017	6.85%	0.00%
2016	8.47%	0.00%
2015	7.49%	0.00%
2014	6.52%	0.00%
2013	6.22%	0.00%
2012	7.17%	0.00%
2011	8.10%	0.00%
2010	7.15%	0.00%
2009	7.49%	0.00%
2008	15.31%	0.00%
2007	6.57%	0.00%
2006	5.12%	0.00%
2005	5.96%	0.00%
2004	6.03%	0.00%
2003	1.06%	0.00%