ACIO vs BCUS
Aptus Collared Investment Opportunity ETF vs Bancreek US Large Cap ETF
Which is better, ACIO or BCUS?
ACIO has been ahead.
BCUS has a lower expense ratio. ACIO led over 1Y and the full window.
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 | BCUS |
|---|---|---|
| Expense Ratio | 0.79% | 0.70%Best |
| AUM | $2.4B | $149M |
| Dividend Yield | 0.39% | 0.10% |
| Holdings | 524 | 62 |
| YTD Return | +8.01%Best | +2.72% |
| 1Y Return | +8.79%Best | +2.65% |
| 3Y Return (annualized) | +15.63% | - |
| 5Y Return (annualized) | +9.74% | - |
| Volatility (annualized) | 8.9%Best | 12.6% |
| Max Drawdown | -12.1%Best | -18.2% |
| $10,000 over 2.8 years | $14,397Best | $13,340 |
| Top 10 Weight | 40.8%Tie | 40.8%Tie |
| Fund Family | Aptus ETFs | Bancreek Capital Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Dec 20, 2023 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 21, 2023 to Oct 14, 2026 (2.8 years).
ACIO vs BCUS 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 2.8 years both funds cover.
ACIO vs BCUS Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and Bancreek US Large Cap ETF (BCUS) is an ETF from Bancreek Capital Advisors. Over the past year ACIO returned +8.79% while BCUS returned +2.65%. Year to date, ACIO is up 8.01% versus a gain of 2.72% for BCUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCUS has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 8.9% 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 -12.1% for ACIO and -18.2% for BCUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ACIO charges 0.79% per year while BCUS charges 0.70%. On a $10,000 position that is $79 vs $70 annually, a gap of $9 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 0.10% for BCUS.
Holdings Overlap
15.0% of ACIO's money is in holdings BCUS also owns. 35.0% of BCUS's money is in holdings ACIO also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 167 positions we hold weights for in ACIO and 30 in BCUS, against full books of 524 and 62.
What only one of them owns
Our book lists 15 positions for BCUS that do not appear in our book for ACIO (51.5% of the fund), and 155 for ACIO that do not appear in BCUS (84.6%).
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 BCUS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 4.32% | 4.12% |
| METAMeta Platforms Inc | 2.42% | 4.53% | 2.11% |
| AVGOBroadcom Inc | 2.46% | 3.95% | 1.49% |
| HWMHowmet Aerospace | 0.14% | 4.06% | 3.92% |
| APHAmphenol Corp. Class A | 0.52% | 3.13% | 2.61% |
| APPAppLovin Corp. Com Cl A | 0.06% | 3.33% | 3.27% |
| PHParker-Hannifin Corp. | 0.19% | 3.09% | 2.90% |
| NFLXNetflix, Inc. | 0.59% | 2.62% | 2.03% |
| VRTVertiv Holdings Co | 0.15% | 2.96% | 2.81% |
| TPRTapestry Inc. | 0.07% | 3.01% | 2.94% |
35.0% of BCUS 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 BCUS?
ACIO has an expense ratio of 0.79% while BCUS charges 0.70%. BCUS is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, ACIO or BCUS?
Over the past year ACIO returned +8.79% vs +2.65% for BCUS, so ACIO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACIO or BCUS?
BCUS has been the more volatile fund at 12.6% annualized versus 8.9% for ACIO. Worst drawdown: ACIO -12.1% vs BCUS -18.2%.
Should I hold both ACIO and BCUS?
ACIO and BCUS have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ACIO and BCUS?
35.0% of BCUS's money is in holdings ACIO also owns. 35.0% of BCUS's is in holdings ACIO also owns. They hold 10 positions in common, counted across the 167 positions we hold weights for in ACIO and 30 in BCUS.
Which pays a higher dividend, ACIO or BCUS?
ACIO yields 0.39% while BCUS yields 0.10%, so ACIO currently pays the higher dividend yield.
Is BCUS better than ACIO?
BCUS has a lower expense ratio. ACIO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.