ACIO vs BBHL
Aptus Collared Investment Opportunity ETF vs BBH Select Large Cap ETF
Which is better, ACIO or BBHL?
BBHL has been ahead.
BBHL has a lower expense ratio. BBHL led over 1Y. ACIO is less concentrated, with 40.8% of the fund in its ten largest positions against 47.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACIO | BBHL |
|---|---|---|
| Expense Ratio | 0.79% | 0.71%Best |
| AUM | $2.4B | $540M |
| Dividend Yield | 0.39% | 0.00% |
| Holdings | 524 | 98 |
| YTD Return | +8.01% | +9.09%Best |
| 1Y Return | +8.79% | +11.66%Best |
| 3Y Return (annualized) | +15.63% | - |
| 5Y Return (annualized) | +9.74% | - |
| Top 10 Weight | 40.8%Best | 47.3% |
| Fund Family | Aptus ETFs | Brown Brothers Harriman |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Nov 17, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACIO vs BBHL growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
ACIO vs BBHL Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman. Over the past year ACIO returned +8.79% while BBHL returned +11.66%. Year to date, ACIO is up 8.01% versus a gain of 9.09% for BBHL.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACIO charges 0.79% per year while BBHL charges 0.71%. On a $10,000 position that is $79 vs $71 annually, a gap of $8 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 0.00% for BBHL.
Holdings Overlap
52.4% of ACIO's money is in holdings BBHL also owns. 84.7% of BBHL's money is in holdings ACIO also owns.
Most of BBHL is already inside ACIO. Owning both mostly buys the same companies twice.
36 positions in common, counted across the 167 positions we hold weights for in ACIO and 48 in BBHL, against full books of 524 and 98.
What only one of them owns
Our book lists 11 positions for BBHL that do not appear in our book for ACIO (12.2% of the fund), and 130 for ACIO that do not appear in BBHL (47.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACIO | Weight in BBHL | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.75% | 8.15% | 2.40% |
| AAPLApple, Inc | 7.26% | 5.76% | 1.50% |
| GOOGAlphabet Inc. C | 5.39% | 6.49% | 1.10% |
| NVDANvidia Corp | 8.44% | 3.18% | 5.26% |
| AMZNAmazon.Com Inc | 3.69% | 5.11% | 1.42% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.42% | 3.30% | 1.88% |
| KLACKla-tencor | 0.41% | 4.06% | 3.65% |
| PANWPalo Alto Networks, Inc | 0.52% | 3.94% | 3.42% |
| METAMeta Platforms Inc | 2.42% | 1.81% | 0.61% |
| AVGOBroadcom Inc | 2.46% | 1.71% | 0.75% |
84.7% of BBHL is already inside ACIO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACIO or BBHL?
ACIO has an expense ratio of 0.79% while BBHL charges 0.71%. BBHL is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, ACIO or BBHL?
Over the past year ACIO returned +8.79% vs +11.66% for BBHL, so BBHL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between ACIO and BBHL?
84.7% of BBHL's money is in holdings ACIO also owns. 84.7% of BBHL's is in holdings ACIO also owns. They hold 36 positions in common, counted across the 167 positions we hold weights for in ACIO and 48 in BBHL.
Which pays a higher dividend, ACIO or BBHL?
ACIO yields 0.39% while BBHL yields 0.00%, so ACIO currently pays the higher dividend yield.
Is BBHL better than ACIO?
BBHL has a lower expense ratio. BBHL led over 1Y. ACIO is less concentrated, with 40.8% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.