ACIO vs JHDG
Aptus Collared Investment Opportunity ETF vs John Hancock Hedged Equity ETF
Which is better, ACIO or JHDG?
JHDG costs less.
JHDG has a lower expense ratio. ACIO is less concentrated, with 40.8% of the fund in its ten largest positions against 47.8%.
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 | JHDG |
|---|---|---|
| Expense Ratio | 0.79% | 0.49%Best |
| AUM | $2.4B | $128M |
| Dividend Yield | 0.39% | 0.18% |
| Holdings | 524 | 117 |
| YTD Return | +8.01% | +10.57%Best |
| 1Y Return | +8.79% | - |
| 3Y Return (annualized) | +15.63% | - |
| 5Y Return (annualized) | +9.74% | - |
| Top 10 Weight | 40.8%Best | 47.8% |
| Fund Family | Aptus ETFs | John Hancock Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Apr 8, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
ACIO vs JHDG 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 JHDG Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management. Year to date, ACIO is up 8.01% versus a gain of 10.57% for JHDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
ACIO charges 0.79% per year while JHDG charges 0.49%. On a $10,000 position that is $79 vs $49 annually, a gap of $30 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 0.18% for JHDG.
Holdings Overlap
40.5% of ACIO's money is in holdings JHDG also owns. 62.4% of JHDG's money is in holdings ACIO also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 167 positions we hold weights for in ACIO and 55 in JHDG, against full books of 524 and 117.
What only one of them owns
Our book lists 17 positions for JHDG that do not appear in our book for ACIO (26.6% of the fund), and 138 for ACIO that do not appear in JHDG (59.2%).
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 JHDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.75% | 8.73% | 2.98% |
| NVDANvidia Corp | 8.44% | 4.89% | 3.55% |
| AMZNAmazon.Com Inc | 3.69% | 6.32% | 2.63% |
| AVGOBroadcom Inc | 2.46% | 4.31% | 1.85% |
| JPMJpmorgan Chase | 1.68% | 4.32% | 2.64% |
| GOOGAlphabet Inc. C | 5.39% | -0.10% | 5.49% |
| AMDAdvanced Micro Devices Inc | 1.61% | 3.06% | 1.45% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.42% | 2.96% | 1.54% |
| LLYEli Lilly & Co. | 1.40% | 2.91% | 1.51% |
| COSTCostco Wholesale Corp. | 0.64% | 3.44% | 2.80% |
62.4% of JHDG 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 JHDG?
ACIO has an expense ratio of 0.79% while JHDG charges 0.49%. JHDG is the cheaper option, by $30 a year on a $10,000 investment.
What is the holdings overlap between ACIO and JHDG?
62.4% of JHDG's money is in holdings ACIO also owns. 62.4% of JHDG's is in holdings ACIO also owns. They hold 28 positions in common, counted across the 167 positions we hold weights for in ACIO and 55 in JHDG.
Which pays a higher dividend, ACIO or JHDG?
ACIO yields 0.39% while JHDG yields 0.18%, so ACIO currently pays the higher dividend yield.
Is JHDG better than ACIO?
JHDG has a lower expense ratio. ACIO is less concentrated, with 40.8% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.