SPUS vs ACIO
Comparison between SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF) and APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO, ETF).
5-Year PerformanceSPUS has outperformed ACIO, delivering a return of +16.3% compared to +9.8%
SPUS vs ACIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPUS
$2B
Winner
ACIO
$2.10B
Expense Ratio
Winner
SPUS
0.45%
ACIO
0.79%
Max Drawdown
SPUS
30.80%
Winner
ACIO
14.89%
Sharpe Ratio
Winner
SPUS
2.32
ACIO
1.66
5Y Beta
SPUS
1.12
Winner
ACIO
0.61
P/E Ratio
SPUS
33.83
Winner
ACIO
27.87
Forward P/E
SPUS
23.97
Winner
ACIO
22.02
PEG Ratio
Winner
SPUS
0.43
ACIO
0.55
5Y Dividends CAGR
Winner
SPUS
2.91%
ACIO
-6.50%
5Y EPS CAGR
Winner
SPUS
32.51%
ACIO
26.10%
Debt to Equity
SPUS
20.81%
Winner
ACIO
5.37%
P/S Ratio
SPUS
5.13
Winner
ACIO
4.14
P/B Ratio
SPUS
8.86
Winner
ACIO
5.44
SPUS vs ACIO - Holdings Comparison
SPUS and ACIO have 78 common holdings. Overlap is 47.33%
SPUS's top 25 holdings weight is 69.25%. ACIO's top 25 holdings weight is 57.65%.
| Rank | SPUS | ACIO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.17% | NVIDIA CORP (NVDA) - 8.01% |
| #2 | APPLE INC (AAPL) - 11.57% | APPLE INC (AAPL) - 6.38% |
| #3 | MICROSOFT CORP (MSFT) - 8.96% | ALPHABET INC CLASS C (GOOG) - 5.85% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.67% | MICROSOFT CORP (MSFT) - 4.89% |
| #5 | BROADCOM INC (AVGO) - 5.47% | AMAZON.COM INC (AMZN) - 4.09% |
| #6 | TESLA INC (TSLA) - 3.19% | BROADCOM INC (AVGO) - 3.03% |
| #7 | ELI LILLY AND CO (LLY) - 2.10% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #8 | EXXON MOBIL CORP (XOM) - 1.78% | CATERPILLAR INC (CAT) - 1.81% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.60% | TESLA INC (TSLA) - 1.73% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.46% | JPMORGAN CHASE & CO (JPM) - 1.72% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | VISA INC CLASS A (V) - 1.67% |
| #12 | ABBVIE INC (ABBV) - 1.04% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.49% |
| #13 | THE HOME DEPOT INC (HD) - 1.01% | EXXON MOBIL CORP (XOM) - 1.43% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.00% | ELI LILLY AND CO (LLY) - 1.25% |
| #15 | PROCTER & GAMBLE CO (PG) - 0.97% | WALMART INC (WMT) - 1.23% |
| #16 | LAM RESEARCH CORP (LRCX) - 0.95% | BLACKROCK INC (BLK) - 1.16% |
| #17 | OTHER ASSETS AND LIABILITIES (n/a) - 0.92% | SOUTHERN CO (SO) - 1.14% |
| #18 | APPLIED MATERIALS INC (AMAT) - 0.90% | NETFLIX INC (NFLX) - 1.13% |
| #19 | ORACLE CORP (ORCL) - 0.88% | LAM RESEARCH CORP (LRCX) - 1.13% |
| #20 | MERCK & CO INC (MRK) - 0.84% | CASH OFFSET (n/a) - 1.08% |
| #21 | GE VERNOVA INC (GEV) - 0.78% | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 1.03% |
| #22 | KLA CORP (KLAC) - 0.70% | PEPSICO INC (PEP) - 1.02% |
| #23 | LINDE PLC (LIN) - 0.69% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.99% |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.68% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| #25 | PEPSICO INC (PEP) - 0.63% | CITIGROUP INC (C) - 0.98% |
| Total Holdings | 221 | 272 |
SPUS vs ACIO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPUS
+12.46%
ACIO
+6.82%
3M
Winner
SPUS
+8.65%
ACIO
+5.11%
6M
Winner
SPUS
+12.38%
ACIO
+6.28%
1Y
Winner
SPUS
+43.41%
ACIO
+18.82%
5Y(CAGR)
Winner
SPUS
+16.29%
ACIO
+9.79%
Max(CAGR)
Winner
SPUS
+18.68%
ACIO
+10.31%
SPUS vs ACIO - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SPUS | ACIO |
|---|---|---|
| 2026 | +10.04% | +5.49% |
| 2025 | +19.94% | +9.26% |
| 2024 | +27.91% | +22.36% |
| 2023 | +35.56% | +16.14% |
| 2022 | -23.12% | -10.52% |
| 2021 | +37.94% | +19.06% |
| 2020 | +23.99% | +9.44% |
| 2019 | +0.81% | +3.32% |
SPUS vs ACIO Drawdown Comparison
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The maximum drawdown for ACIO was -14.18%, occurring on Mar 23, 2020. Recovery took 123 trading sessions.
| Rank | SPUS | ACIO |
|---|---|---|
| #1 | -30.80% Feb 19, 2020 - Jul 6, 2020 | -14.18% Jan 17, 2020 - Jul 15, 2020 |
| #2 | -28.06% Dec 27, 2021 - Dec 12, 2023 | -14.00% Dec 20, 2021 - Nov 20, 2023 |
| #3 | -22.82% Jan 23, 2025 - Jul 2, 2025 | -12.12% Jan 23, 2025 - Jun 30, 2025 |
| #4 | -11.46% Jul 10, 2024 - Oct 14, 2024 | -7.22% Oct 28, 2025 - Apr 16, 2026 |
| #5 | -10.66% Jan 28, 2026 - Apr 15, 2026 | -5.72% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -9.94% Sep 2, 2020 - Dec 8, 2020 | -5.31% Jul 26, 2019 - Nov 15, 2019 |
| #7 | -8.19% Feb 12, 2021 - Apr 5, 2021 | -5.18% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -6.71% Sep 3, 2021 - Oct 26, 2021 | -4.27% Sep 2, 2021 - Oct 20, 2021 |
| #9 | -6.56% Mar 22, 2024 - May 15, 2024 | -4.05% Feb 17, 2021 - Mar 26, 2021 |
| #10 | -5.74% Oct 29, 2025 - Jan 27, 2026 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #11 | -4.76% Apr 23, 2021 - Jun 10, 2021 | -3.54% Dec 4, 2024 - Jan 23, 2025 |
| #12 | -4.50% Dec 16, 2024 - Jan 23, 2025 | -3.16% Jan 20, 2021 - Feb 12, 2021 |
| #13 | -3.69% Jan 26, 2021 - Feb 4, 2021 | -3.15% May 7, 2021 - Jun 14, 2021 |
| #14 | -3.59% Nov 19, 2021 - Dec 8, 2021 | -2.93% Nov 8, 2021 - Dec 7, 2021 |
| #15 | -3.50% Dec 15, 2021 - Dec 27, 2021 | -2.75% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between SPUS and ACIO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
SPUS vs ACIO dividend yield comparison.
| Year | SPUS | ACIO |
|---|---|---|
| 2026 | 0.18% | 0.14% |
| 2025 | 0.60% | 0.37% |
| 2024 | 0.70% | 0.44% |
| 2023 | 0.87% | 0.72% |
| 2022 | 1.21% | 1.51% |
| 2021 | 1.15% | 0.60% |
| 2020 | 1.04% | 1.02% |
| 2019 | 0.00% | 1.32% |
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