IYJ vs ACIO
Comparison between ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).
5-Year PerformanceACIO has outperformed IYJ, delivering a return of +9.8% compared to +7.9%
IYJ vs ACIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYJ
$2B
Winner
ACIO
$2.10B
Expense Ratio
Winner
IYJ
0.38%
ACIO
0.79%
Max Drawdown
IYJ
62.80%
Winner
ACIO
14.89%
Sharpe Ratio
IYJ
1.06
Winner
ACIO
1.66
5Y Beta
IYJ
0.92
Winner
ACIO
0.61
P/E Ratio
IYJ
30.82
Winner
ACIO
27.87
Forward P/E
IYJ
23.15
Winner
ACIO
22.02
PEG Ratio
IYJ
N/A
ACIO
0.55
5Y Dividends CAGR
Winner
IYJ
8.83%
ACIO
-6.50%
5Y EPS CAGR
IYJ
11.87%
Winner
ACIO
26.10%
Debt to Equity
IYJ
49.64%
Winner
ACIO
5.37%
P/S Ratio
Winner
IYJ
3.13
ACIO
4.14
P/B Ratio
IYJ
5.79
Winner
ACIO
5.44
IYJ vs ACIO - Holdings Comparison
IYJ and ACIO have 27 common holdings. Overlap is 10.12%
IYJ's top 25 holdings weight is 56.16%. ACIO's top 25 holdings weight is 57.65%.
| Rank | IYJ | ACIO |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 6.61% | NVIDIA CORP (NVDA) - 8.01% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.17% | APPLE INC (AAPL) - 6.38% |
| #3 | CATERPILLAR INC (CAT) - 4.72% | ALPHABET INC CLASS C (GOOG) - 5.85% |
| #4 | GE AEROSPACE (GE) - 4.14% | MICROSOFT CORP (MSFT) - 4.89% |
| #5 | RTX CORP (RTX) - 3.48% | AMAZON.COM INC (AMZN) - 4.09% |
| #6 | GE VERNOVA INC (GEV) - 3.45% | BROADCOM INC (AVGO) - 3.03% |
| #7 | AMERICAN EXPRESS CO (AXP) - 2.18% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #8 | BOEING CO (BA) - 2.12% | CATERPILLAR INC (CAT) - 1.81% |
| #9 | EATON CORP PLC (ETN) - 2.04% | TESLA INC (TSLA) - 1.73% |
| #10 | UNION PACIFIC CORP (UNP) - 1.93% | JPMORGAN CHASE & CO (JPM) - 1.72% |
| #11 | HONEYWELL INTERNATIONAL INC (HON) - 1.93% | VISA INC CLASS A (V) - 1.67% |
| #12 | DEERE & CO (DE) - 1.91% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% |
| #13 | LOCKHEED MARTIN CORP (LMT) - 1.63% | EXXON MOBIL CORP (XOM) - 1.43% |
| #14 | PARKER HANNIFIN CORP (PH) - 1.61% | ELI LILLY AND CO (LLY) - 1.25% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% | WALMART INC (WMT) - 1.23% |
| #16 | ACCENTURE PLC CLASS A (ACN) - 1.42% | BLACKROCK INC (BLK) - 1.16% |
| #17 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.34% | SOUTHERN CO (SO) - 1.14% |
| #18 | HOWMET AEROSPACE INC (HWM) - 1.31% | NETFLIX INC (NFLX) - 1.13% |
| #19 | NORTHROP GRUMMAN CORP (NOC) - 1.16% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #20 | n/a (JCI) - 1.12% | CASH OFFSET (n/a) - 1.08% |
| #21 | QUANTA SERVICES INC (PWR) - 1.11% | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% |
| #22 | CUMMINS INC (CMI) - 1.09% | PEPSICO INC (PEP) - 1.02% |
| #23 | GENERAL DYNAMICS CORP (GD) - 1.09% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.04% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| #25 | FEDEX CORP (FDX) - 1.03% | CITIGROUP INC (C) - 0.98% |
| Total Holdings | 199 | 272 |
IYJ vs ACIO - Historical Returns
Returns include dividend reinvestment.
1M
IYJ
+1.48%
Winner
ACIO
+6.82%
3M
IYJ
-1.65%
Winner
ACIO
+5.11%
6M
Winner
IYJ
+8.85%
ACIO
+6.28%
1Y
Winner
IYJ
+18.92%
ACIO
+18.82%
5Y(CAGR)
IYJ
+7.90%
Winner
ACIO
+9.79%
10Y(CAGR)
IYJ
+12.62%
ACIO
N/A
Max(CAGR)
IYJ
+7.92%
Winner
ACIO
+10.31%
IYJ vs ACIO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYJ | ACIO |
|---|---|---|
| 2026 | +4.96% | +5.49% |
| 2025 | +12.53% | +9.26% |
| 2024 | +18.77% | +22.36% |
| 2023 | +19.58% | +16.14% |
| 2022 | -13.50% | -10.52% |
| 2021 | +19.46% | +19.06% |
| 2020 | +15.88% | +9.44% |
| 2019 | +31.97% | +3.32% |
| 2018 | -12.24% | N/A |
| 2017 | +23.04% | N/A |
| 2016 | +20.78% | N/A |
| 2015 | -1.81% | N/A |
| 2014 | +8.23% | N/A |
| 2013 | +36.67% | N/A |
| 2012 | +15.31% | N/A |
| 2011 | -2.11% | N/A |
| 2010 | +23.31% | N/A |
| 2009 | +21.43% | N/A |
| 2008 | -38.70% | N/A |
| 2007 | +12.74% | N/A |
| 2006 | +12.27% | N/A |
| 2005 | +5.23% | N/A |
| 2004 | +16.58% | N/A |
| 2003 | +28.35% | N/A |
| 2002 | -24.94% | N/A |
| 2001 | -4.82% | N/A |
| 2000 | -6.56% | N/A |
IYJ vs ACIO Drawdown Comparison
The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
The current IYJ drawdown is -2.77%.
| Rank | IYJ | ACIO |
|---|---|---|
| #1 | -61.97% Oct 9, 2007 - Mar 15, 2012 | -14.18% Jan 17, 2020 - Jul 15, 2020 |
| #2 | -49.53% Sep 1, 2000 - Feb 27, 2006 | -14.00% Dec 20, 2021 - Nov 20, 2023 |
| #3 | -40.20% Feb 12, 2020 - Sep 2, 2020 | -12.12% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -26.24% Sep 2, 2021 - Dec 14, 2023 | -7.22% Oct 28, 2025 - Apr 16, 2026 |
| #5 | -24.00% Sep 21, 2018 - Apr 18, 2019 | -5.72% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -19.67% Nov 29, 2024 - Jul 1, 2025 | -5.31% Jul 26, 2019 - Nov 15, 2019 |
| #7 | -15.27% Mar 2, 2015 - Apr 19, 2016 | -5.18% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -13.21% May 9, 2006 - Dec 27, 2006 | -4.27% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -11.97% Mar 19, 2012 - Sep 13, 2012 | -4.05% Feb 17, 2021 - Mar 26, 2021 |
| #10 | -11.39% Mar 2, 2026 - Mar 30, 2026 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #11 | -11.05% Jan 26, 2018 - Sep 14, 2018 | -3.54% Dec 4, 2024 - Jan 23, 2025 |
| #12 | -10.45% Jun 9, 2014 - Nov 6, 2014 | -3.16% Jan 20, 2021 - Feb 12, 2021 |
| #13 | -10.40% Jul 19, 2007 - Oct 9, 2007 | -3.15% May 7, 2021 - Jun 14, 2021 |
| #14 | -8.24% Jul 20, 2000 - Aug 21, 2000 | -2.93% Nov 8, 2021 - Dec 7, 2021 |
| #15 | -7.39% Oct 16, 2020 - Nov 6, 2020 | -2.75% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between IYJ and ACIO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IYJ vs ACIO dividend yield comparison.
| Year | IYJ | ACIO |
|---|---|---|
| 2026 | 0.17% | 0.14% |
| 2025 | 0.83% | 0.37% |
| 2024 | 0.88% | 0.44% |
| 2023 | 1.05% | 0.72% |
| 2022 | 1.05% | 1.51% |
| 2021 | 0.76% | 0.60% |
| 2020 | 1.01% | 1.02% |
| 2019 | 1.32% | 1.32% |
| 2018 | 1.43% | 0.00% |
| 2017 | 1.29% | 0.00% |
| 2016 | 1.38% | 0.00% |
| 2015 | 1.53% | 0.00% |
| 2014 | 1.46% | 0.00% |
| 2013 | 1.14% | 0.00% |
| 2012 | 1.66% | 0.00% |
| 2011 | 1.55% | 0.00% |
| 2010 | 1.55% | 0.00% |
| 2009 | 1.72% | 0.00% |
| 2008 | 2.31% | 0.00% |
| 2007 | 1.20% | 0.00% |
| 2006 | 1.07% | 0.00% |
| 2005 | 1.10% | 0.00% |
| 2004 | 0.82% | 0.00% |
| 2003 | 0.80% | 0.00% |
| 2002 | 0.96% | 0.00% |
| 2001 | 0.59% | 0.00% |
| 2000 | 0.50% | 0.00% |
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