SLQD vs ACIO

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).

5-Year PerformanceACIO has outperformed SLQD, delivering a return of +9.9% compared to +2.5%

SLQD vs ACIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	ACIO(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.06%	0.79%
Max Drawdown	12.69%	14.89%
Sharpe Ratio	0.53	1.11
5Y Beta	0.03	0.62
P/E Ratio	N/A	27.96
Forward P/E	N/A	21.92
PEG Ratio	N/A	0.62
5Y Dividends CAGR	15.87%	-6.50%
5Y EPS CAGR	N/A	26.35%
Debt to Equity	N/A	9.18%
P/S Ratio	N/A	4.20
P/B Ratio	N/A	5.61

Net Assets

SLQD

$2.30B

Winner

ACIO

$2.40B

Expense Ratio

Winner

SLQD

0.06%

ACIO

0.79%

Max Drawdown

Winner

SLQD

12.69%

ACIO

14.89%

Sharpe Ratio

SLQD

0.53

Winner

ACIO

1.11

5Y Beta

Winner

SLQD

0.03

ACIO

0.62

P/E Ratio

SLQD

N/A

ACIO

27.96

Forward P/E

SLQD

N/A

ACIO

21.92

PEG Ratio

SLQD

N/A

ACIO

0.62

5Y Dividends CAGR

Winner

SLQD

15.87%

ACIO

-6.50%

5Y EPS CAGR

SLQD

N/A

ACIO

26.35%

Debt to Equity

SLQD

N/A

ACIO

9.18%

P/S Ratio

SLQD

N/A

ACIO

4.20

P/B Ratio

SLQD

N/A

ACIO

5.61

SLQD vs ACIO - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	ACIO
1 month	-0.02%	-0.11%
3 months	+0.13%	+6.35%
6 months	+1.33%	+4.98%
1 year	+4.47%	+13.92%
5 years(CAGR)	+2.50%	+9.90%
10 years(CAGR)	+2.64%	N/A
Max(CAGR)	+2.51%	+10.16%

Winner

SLQD

-0.02%

ACIO

-0.11%

SLQD

+0.13%

Winner

ACIO

+6.35%

SLQD

+1.33%

Winner

ACIO

+4.98%

SLQD

+4.47%

Winner

ACIO

+13.92%

5Y(CAGR)

SLQD

+2.50%

Winner

ACIO

+9.90%

10Y(CAGR)

SLQD

+2.64%

ACIO

N/A

Max(CAGR)

SLQD

+2.51%

Winner

ACIO

+10.16%

SLQD vs ACIO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SLQD	ACIO
2026	+0.80%	+5.38%
2025	+6.23%	+9.26%
2024	+5.15%	+22.36%
2023	+5.87%	+16.14%
2022	-4.27%	-10.52%
2021	-0.53%	+19.06%
2020	+4.70%	+9.44%
2019	+6.05%	+3.32%
2018	+1.15%	N/A
2017	+2.17%	N/A
2016	+1.81%	N/A
2015	+1.23%	N/A
2014	+1.65%	N/A
2013	+0.49%	N/A

SLQD vs ACIO Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

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

The current SLQD drawdown is -0.14%. The current ACIO drawdown is -2.27%.

Rank	SLQD	ACIO
#1	-12.69% Mar 4, 2020 - May 19, 2020	-14.18% Jan 17, 2020 - Jul 15, 2020
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-14.00% Dec 20, 2021 - Nov 20, 2023
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-12.12% Jan 23, 2025 - Jun 30, 2025
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-7.22% Oct 28, 2025 - Apr 16, 2026
#5	-1.06% Feb 27, 2026 - May 28, 2026	-5.72% Sep 2, 2020 - Nov 9, 2020
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-5.31% Jul 26, 2019 - Nov 15, 2019
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-5.18% Jul 16, 2024 - Aug 19, 2024
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-4.27% Sep 2, 2021 - Oct 20, 2021
#9	-0.87% Dec 31, 2020 - May 25, 2021	-4.05% Feb 17, 2021 - Mar 26, 2021
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-3.60% Mar 28, 2024 - May 10, 2024
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-3.54% Dec 4, 2024 - Jan 23, 2025
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-3.16% Jan 20, 2021 - Feb 12, 2021
#13	-0.76% Mar 27, 2024 - May 3, 2024	-3.15% May 7, 2021 - Jun 14, 2021
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-2.93% Nov 8, 2021 - Dec 7, 2021
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-2.75% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between SLQD and ACIO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

SLQD vs ACIO dividend yield comparison.

Year	SLQD	ACIO
2026	1.82%	0.14%
2025	4.15%	0.37%
2024	3.71%	0.44%
2023	2.99%	0.72%
2022	2.00%	1.51%
2021	1.67%	0.60%
2020	2.34%	1.02%
2019	2.89%	1.32%
2018	2.55%	0.00%
2017	1.98%	0.00%
2016	1.81%	0.00%
2015	1.43%	0.00%
2014	1.23%	0.00%
2013	0.23%	0.00%