JMOM vs ACIO
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).
5-Year PerformanceJMOM has outperformed ACIO, delivering a return of +15.7% compared to +10.2%
JMOM vs ACIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.20B
Winner
ACIO
$2.30B
Expense Ratio
Winner
JMOM
0.12%
ACIO
0.79%
Max Drawdown
JMOM
34.31%
Winner
ACIO
14.89%
Sharpe Ratio
Winner
JMOM
2.03
ACIO
1.64
5Y Beta
JMOM
1.04
Winner
ACIO
0.61
P/E Ratio
JMOM
33.26
Winner
ACIO
28.48
Forward P/E
Winner
JMOM
22.00
ACIO
22.58
PEG Ratio
JMOM
0.76
Winner
ACIO
0.55
5Y Dividends CAGR
Winner
JMOM
12.88%
ACIO
-6.50%
5Y EPS CAGR
JMOM
22.86%
Winner
ACIO
25.82%
Debt to Equity
Winner
JMOM
-2.11%
ACIO
5.40%
P/S Ratio
Winner
JMOM
2.36
ACIO
4.30
P/B Ratio
Winner
JMOM
5.34
ACIO
5.72
JMOM vs ACIO - Holdings Comparison
JMOM and ACIO have 34 common holdings. Overlap is 22.82%
JMOM's top 25 holdings weight is 32.86%. ACIO's top 25 holdings weight is 57.65%.
| Rank | JMOM | ACIO |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 2.32% | NVIDIA CORP (NVDA) - 8.01% |
| #2 | BROADCOM INC (AVGO) - 2.31% | APPLE INC (AAPL) - 6.38% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.18% | ALPHABET INC CLASS C (GOOG) - 5.85% |
| #4 | NVIDIA CORP (NVDA) - 1.97% | MICROSOFT CORP (MSFT) - 4.89% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 1.82% | AMAZON.COM INC (AMZN) - 4.09% |
| #6 | APPLE INC (AAPL) - 1.82% | BROADCOM INC (AVGO) - 3.03% |
| #7 | INTEL CORP (INTC) - 1.69% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #8 | WALMART INC (WMT) - 1.61% | CATERPILLAR INC (CAT) - 1.81% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.58% | TESLA INC (TSLA) - 1.73% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.57% | JPMORGAN CHASE & CO (JPM) - 1.72% |
| #11 | MICROSOFT CORP (MSFT) - 1.57% | VISA INC CLASS A (V) - 1.67% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.34% | EXXON MOBIL CORP (XOM) - 1.43% |
| #14 | CATERPILLAR INC (CAT) - 1.33% | ELI LILLY AND CO (LLY) - 1.25% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.15% | WALMART INC (WMT) - 1.23% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.08% | BLACKROCK INC (BLK) - 1.16% |
| #17 | NETFLIX INC (NFLX) - 1.05% | SOUTHERN CO (SO) - 1.14% |
| #18 | GE VERNOVA INC (GEV) - 1.02% | NETFLIX INC (NFLX) - 1.13% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.00% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #20 | ABBVIE INC (ABBV) - 0.95% | CASH OFFSET (n/a) - 1.08% |
| #21 | COHERENT CORP (COHR) - 0.41% | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% |
| #22 | MCKESSON CORP (MCK) - 0.41% | PEPSICO INC (PEP) - 1.02% |
| #23 | STRYKER CORP (SYK) - 0.40% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% |
| #24 | MARATHON PETROLEUM CORP (MPC) - 0.39% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| #25 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.39% | CITIGROUP INC (C) - 0.98% |
| Total Holdings | 239 | 272 |
JMOM vs ACIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+11.19%
ACIO
+6.85%
3M
Winner
JMOM
+12.46%
ACIO
+5.64%
6M
Winner
JMOM
+16.52%
ACIO
+4.75%
1Y
Winner
JMOM
+33.79%
ACIO
+16.46%
5Y(CAGR)
Winner
JMOM
+15.75%
ACIO
+10.21%
10Y(CAGR)
JMOM
+15.91%
ACIO
N/A
Max(CAGR)
Winner
JMOM
+15.91%
ACIO
+10.34%
JMOM vs ACIO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | ACIO |
|---|---|---|
| 2026 | +16.23% | +5.77% |
| 2025 | +17.75% | +9.26% |
| 2024 | +29.74% | +22.36% |
| 2023 | +23.74% | +16.14% |
| 2022 | -20.41% | -10.52% |
| 2021 | +26.82% | +19.06% |
| 2020 | +28.12% | +9.44% |
| 2019 | +28.88% | +3.32% |
| 2018 | -5.24% | N/A |
| 2017 | +3.32% | N/A |
JMOM vs ACIO Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
| Rank | JMOM | ACIO |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -14.18% Jan 17, 2020 - Jul 15, 2020 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -14.00% Dec 20, 2021 - Nov 20, 2023 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -12.12% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -7.22% Oct 28, 2025 - Apr 16, 2026 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -5.72% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -5.31% Jul 26, 2019 - Nov 15, 2019 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -5.18% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -4.27% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -4.05% Feb 17, 2021 - Mar 26, 2021 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -3.54% Dec 4, 2024 - Jan 23, 2025 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -3.16% Jan 20, 2021 - Feb 12, 2021 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -3.15% May 7, 2021 - Jun 14, 2021 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -2.93% Nov 8, 2021 - Dec 7, 2021 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -2.75% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between JMOM and ACIO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
JMOM vs ACIO dividend yield comparison.
| Year | JMOM | ACIO |
|---|---|---|
| 2026 | 0.15% | 0.14% |
| 2025 | 0.86% | 0.37% |
| 2024 | 0.75% | 0.44% |
| 2023 | 1.21% | 0.72% |
| 2022 | 1.39% | 1.51% |
| 2021 | 0.64% | 0.60% |
| 2020 | 0.85% | 1.02% |
| 2019 | 1.11% | 1.32% |
| 2018 | 1.38% | 0.00% |
| 2017 | 0.29% | 0.00% |
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