ACIO vs NUDG
Aptus Collared Investment Opportunity ETF vs Nuveen Dividend Growth Fund ETF
Which is better, ACIO or NUDG?
NUDG has been ahead.
NUDG has a lower expense ratio. NUDG led over 1Y. ACIO is less concentrated, with 40.4% of the fund in its ten largest positions against 42.5%.
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 | NUDG |
|---|---|---|
| Expense Ratio | 0.79% | 0.61%Best |
| AUM | $2.4B | $6.2B |
| Dividend Yield | 0.37% | 0.25% |
| Holdings | 524 | 43 |
| YTD Return | +9.11%Best | +2.27% |
| 1Y Return | +9.12% | - |
| 3Y Return (annualized) | +16.12% | - |
| 5Y Return (annualized) | +10.27% | - |
| Top 10 Weight | 40.4%Best | 42.5% |
| Fund Family | Aptus ETFs | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACIO vs NUDG 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 NUDG Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, ACIO is up 9.11% versus a gain of 2.27% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACIO charges 0.79% per year while NUDG charges 0.61%. On a $10,000 position that is $79 vs $61 annually, a gap of $18 per year that compounds over a long holding period. On income, ACIO currently yields 0.37% against 0.25% for NUDG.
Holdings Overlap
38.2% of ACIO's money is in holdings NUDG also owns. 81.8% of NUDG's money is in holdings ACIO also owns.
Most of NUDG is already inside ACIO. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 165 positions we hold weights for in ACIO and 43 in NUDG, against full books of 524 and 43.
What only one of them owns
Our book lists 7 positions for NUDG that do not appear in our book for ACIO (12.2% of the fund), and 129 for ACIO that do not appear in NUDG (61.3%).
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 NUDG | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.43% | 6.20% | 1.23% |
| MSFTMicrosoft Corp | 5.75% | 7.00% | 1.25% |
| GOOGAlphabet Inc. C | 5.60% | 3.90% | 1.70% |
| AVGOBroadcom Inc | 2.49% | 5.30% | 2.81% |
| JPMJpmorgan Chase | 1.77% | 4.00% | 2.23% |
| APHAmphenol Corp. Class A | 0.48% | 3.90% | 3.42% |
| METAMeta Platforms Inc | 2.23% | 1.30% | 0.93% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.49% | 1.90% | 0.41% |
| NEENextera Energy Inc | 0.39% | 2.60% | 2.21% |
| ABBVAbbvie Inc. | 0.86% | 2.10% | 1.24% |
81.8% of NUDG 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 NUDG?
ACIO has an expense ratio of 0.79% while NUDG charges 0.61%. NUDG is the cheaper option, by $18 a year on a $10,000 investment.
What is the holdings overlap between ACIO and NUDG?
81.8% of NUDG's money is in holdings ACIO also owns. 81.8% of NUDG's is in holdings ACIO also owns. They hold 35 positions in common, counted across the 165 positions we hold weights for in ACIO and 43 in NUDG.
Which pays a higher dividend, ACIO or NUDG?
ACIO yields 0.37% while NUDG yields 0.25%, so ACIO currently pays the higher dividend yield.
Is NUDG better than ACIO?
NUDG has a lower expense ratio. NUDG led over 1Y. ACIO is less concentrated, with 40.4% of the fund in its ten largest positions against 42.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.