ACIO vs IGLD

ACIO vs IGLD

Which is better, ACIO or IGLD?

Each has led over a different period.

ACIO has a lower expense ratio. ACIO led over 1Y and the full window, IGLD over 3Y and 5Y.

Lower Fees: ACIOHigher Returns: split

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

MetricACIOIGLD
Expense Ratio0.79%Best0.85%
AUM$2.4B$596M
Dividend Yield0.39%24.76%
Holdings52410
YTD Return+8.01%Best-15.99%
1Y Return+8.79%Best-11.90%
3Y Return (annualized)+15.63%+16.23%Best
5Y Return (annualized)+9.74%+10.02%Best
Volatility (annualized)10.4%Best14.1%
Max Drawdown-14.0%Best-29.8%
$10,000 over 5 years$15,916$16,120Best
Fund FamilyAptus ETFsFirst Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 9, 2019Mar 2, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 3, 2021 to Oct 14, 2026 (5.6 years).

ACIO vs IGLD 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 covers the 5.6 years both funds cover.

Compare ACIO against instead:ACIO vs SPYACIO vs QQQACIO vs VOOACIO vs VTIIGLD against:IGLD vs VXUS

ACIO vs IGLD Performance

Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and FT Vest Gold Strategy Target Income ETF (IGLD) is an ETF from First Trust Portfolios (US). Over the past year ACIO returned +8.79% while IGLD returned -11.90%. Year to date, ACIO is up 8.01% versus a loss of 15.99% for IGLD.

Over three years, ACIO compounded at +15.63% per year against +16.23% for IGLD; over five years the annualized figures are +9.74% and +10.02% respectively. Across the full 6-year window we track, ACIO has the edge at +10.99% annualized vs +9.34%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGLD has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.4% for ACIO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -14.0% for ACIO and -29.8% for IGLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.21. They move largely independently of each other.

Fees and Cost Over Time

ACIO charges 0.79% per year while IGLD charges 0.85%. On a $10,000 position that is $79 vs $85 annually, a gap of $6 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 24.76% for IGLD.

You are not choosing between two funds in isolation.

Whichever of ACIO and IGLD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ACIOIGLD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACIO or IGLD?

ACIO has an expense ratio of 0.79% while IGLD charges 0.85%. ACIO is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, ACIO or IGLD?

Over the past year ACIO returned +8.79% vs -11.90% for IGLD, so ACIO leads on 1-year performance. Over the longest common window we track (6 years), ACIO annualized +10.99% vs +9.34% for IGLD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ACIO or IGLD?

IGLD has been the more volatile fund at 14.1% annualized versus 10.4% for ACIO. Worst drawdown: ACIO -14.0% vs IGLD -29.8%.

Should I hold both ACIO and IGLD?

ACIO and IGLD have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ACIO or IGLD?

ACIO yields 0.39% while IGLD yields 24.76%, so IGLD currently pays the higher dividend yield.

Is IGLD better than ACIO?

ACIO has a lower expense ratio. ACIO led over 1Y and the full window, IGLD over 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.