FTSL vs ACIO
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).
5-Year PerformanceACIO has outperformed FTSL, delivering a return of +9.9% compared to +5.0%
FTSL vs ACIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTSL vs ACIO - Historical Returns
Returns include dividend reinvestment.
FTSL vs ACIO - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | ACIO |
|---|---|---|
| 2026 | +0.42% | +5.38% |
| 2025 | +6.00% | +9.26% |
| 2024 | +8.32% | +22.36% |
| 2023 | +10.96% | +16.14% |
| 2022 | -2.44% | -10.52% |
| 2021 | +4.05% | +19.06% |
| 2020 | +2.82% | +9.44% |
| 2019 | +10.16% | +3.32% |
| 2018 | -1.40% | N/A |
| 2017 | +2.64% | N/A |
| 2016 | +7.28% | N/A |
| 2015 | +0.16% | N/A |
| 2014 | +1.32% | N/A |
| 2013 | +1.79% | N/A |
FTSL vs ACIO Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The current FTSL drawdown is -0.17%. The current ACIO drawdown is -2.27%.
| Rank | FTSL | ACIO |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -14.18% Jan 17, 2020 - Jul 15, 2020 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -14.00% Dec 20, 2021 - Nov 20, 2023 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -12.12% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -7.22% Oct 28, 2025 - Apr 16, 2026 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -5.72% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -5.31% Jul 26, 2019 - Nov 15, 2019 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -5.18% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -4.27% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -4.05% Feb 17, 2021 - Mar 26, 2021 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -3.54% Dec 4, 2024 - Jan 23, 2025 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -3.16% Jan 20, 2021 - Feb 12, 2021 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -3.15% May 7, 2021 - Jun 14, 2021 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -2.93% Nov 8, 2021 - Dec 7, 2021 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -2.75% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between FTSL and ACIO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
FTSL vs ACIO dividend yield comparison.
| Year | FTSL | ACIO |
|---|---|---|
| 2026 | 2.64% | 0.14% |
| 2025 | 6.59% | 0.37% |
| 2024 | 7.56% | 0.44% |
| 2023 | 7.59% | 0.72% |
| 2022 | 4.77% | 1.51% |
| 2021 | 3.17% | 0.60% |
| 2020 | 3.48% | 1.02% |
| 2019 | 4.44% | 1.32% |
| 2018 | 4.29% | 0.00% |
| 2017 | 3.64% | 0.00% |
| 2016 | 3.70% | 0.00% |
| 2015 | 3.95% | 0.00% |
| 2014 | 3.75% | 0.00% |
| 2013 | 2.64% | 0.00% |
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