ACIO vs GUSE
Aptus Collared Investment Opportunity ETF vs Goldman Sachs Enhanced US Equity ETF
Which is better, ACIO or GUSE?
GUSE has been ahead.
GUSE has a lower expense ratio. GUSE led over 1Y. GUSE is less concentrated, with 40.0% of the fund in its ten largest positions against 40.8%.
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 | GUSE |
|---|---|---|
| Expense Ratio | 0.79% | 0.30%Best |
| AUM | $2.4B | $365M |
| Dividend Yield | 0.39% | 0.64% |
| Holdings | 524 | 121 |
| YTD Return | +8.01% | +13.52%Best |
| 1Y Return | +8.79% | +17.06%Best |
| 3Y Return (annualized) | +15.63% | - |
| 5Y Return (annualized) | +9.74% | - |
| Top 10 Weight | 40.8% | 40.0%Best |
| Fund Family | Aptus ETFs | Goldman Sachs Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Jan 31, 2008 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACIO vs GUSE 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 GUSE Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and Goldman Sachs Enhanced US Equity ETF (GUSE) is an ETF from Goldman Sachs Asset Management. Over the past year ACIO returned +8.79% while GUSE returned +17.06%. Year to date, ACIO is up 8.01% versus a gain of 13.52% for GUSE.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACIO charges 0.79% per year while GUSE charges 0.30%. On a $10,000 position that is $79 vs $30 annually, a gap of $49 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 0.64% for GUSE.
Holdings Overlap
65.9% of ACIO's money is in holdings GUSE also owns. 69.8% of GUSE's money is in holdings ACIO also owns.
The two portfolios partly overlap.
55 positions in common, counted across the 167 positions we hold weights for in ACIO and 122 in GUSE, against full books of 524 and 121.
What only one of them owns
Our book lists 63 positions for GUSE that do not appear in our book for ACIO (27.7% of the fund), and 111 for ACIO that do not appear in GUSE (33.7%).
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 GUSE | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 8.85% | 0.41% |
| AAPLApple, Inc | 7.26% | 7.62% | 0.36% |
| MSFTMicrosoft Corp | 5.75% | 5.03% | 0.72% |
| AMZNAmazon.Com Inc | 3.69% | 4.18% | 0.49% |
| GOOGAlphabet Inc. C | 5.39% | 2.21% | 3.18% |
| METAMeta Platforms Inc | 2.42% | 2.49% | 0.07% |
| AVGOBroadcom Inc | 2.46% | 2.39% | 0.07% |
| MUMicron Technology, Inc. | 1.92% | 2.01% | 0.09% |
| AMDAdvanced Micro Devices Inc | 1.61% | 1.72% | 0.11% |
| JPMJpmorgan Chase | 1.68% | 1.62% | 0.06% |
69.8% of GUSE 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 GUSE?
ACIO has an expense ratio of 0.79% while GUSE charges 0.30%. GUSE is the cheaper option, by $49 a year on a $10,000 investment.
Which performed better, ACIO or GUSE?
Over the past year ACIO returned +8.79% vs +17.06% for GUSE, so GUSE 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 GUSE?
69.8% of GUSE's money is in holdings ACIO also owns. 69.8% of GUSE's is in holdings ACIO also owns. They hold 55 positions in common, counted across the 167 positions we hold weights for in ACIO and 122 in GUSE.
Which pays a higher dividend, ACIO or GUSE?
ACIO yields 0.39% while GUSE yields 0.64%, so GUSE currently pays the higher dividend yield.
Is GUSE better than ACIO?
GUSE has a lower expense ratio. GUSE led over 1Y. GUSE is less concentrated, with 40.0% of the fund in its ten largest positions against 40.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.