Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  ACIO Aptus Collared Income… |
|---|---|
| Price | 47.64 +0.40% |
| Issuer | Aptus |
| AUM | $2.41B |
| Expense Ratio | 0.79% |
| Yield (TTM) | 0.38% |
| Inception | Jul 09, 2019 |
| Holdings | 120 |
| Avg Volume | 139.01K |
| YTD | +9.02% |
| 1Y total | +9.24% |
| 3Y total (ann.) | +16.15% |
| 5Y total (ann.) | +10.15% |
| Volatility 1Y | 9.41% |
| Sharpe 1Y | 0.805 |
| Max drawdown 1Y | -7.24% |
| Beta vs S&P 500 (3Y) | 0.644 |
| Top 10 holdings | NVDA 8.26% AAPL 7.30% MSFT 5.91% GOOG 5.51% AMZN 3.84% AVGO 2.56% META 2.36% V 1.92% MU 1.78% JPM 1.65% |
| Sector mix | Technology 40.41% Financial Services 11.43% Communication Services 9.75% Healthcare 9.10% Consumer Cyclical 8.80% Industrials 7.55% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.