ACIO vs LCTO

ACIO vs LCTO

Which is better, ACIO or LCTO?

LCTO costs less.

LCTO has a lower expense ratio.

Lower Fees: LCTO

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

MetricACIOLCTO
Expense Ratio0.79%0.70%Best
AUM$2.4B$501,400.12
Dividend Yield0.39%0.38%
Holdings52429
YTD Return+8.01%Best-0.55%
1Y Return+8.79%-
3Y Return (annualized)+15.63%-
5Y Return (annualized)+9.74%-
Fund FamilyAptus ETFsKurv
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 9, 2019Jul 6, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ACIO vs LCTO 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.

Compare ACIO against instead:ACIO vs SPYACIO vs QQQACIO vs VOOACIO vs VTILCTO against:LCTO vs VXUS

ACIO vs LCTO Performance

Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv. Year to date, ACIO is up 8.01% versus a loss of 0.55% for LCTO.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACIO charges 0.79% per year while LCTO 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 0.38% for LCTO.

Holdings Overlap

We hold position weights for 167 holdings in ACIO and 10 in LCTO, totalling 99.7% and 94.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 167 positions we hold weights for in ACIO and 10 in LCTO, against full books of 524 and 29.

You are not choosing between two funds in isolation.

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

ACIOLCTO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACIO or LCTO?

ACIO has an expense ratio of 0.79% while LCTO charges 0.70%. LCTO is the cheaper option, by $9 a year on a $10,000 investment.

Which pays a higher dividend, ACIO or LCTO?

ACIO yields 0.39% while LCTO yields 0.38%, so ACIO currently pays the higher dividend yield.

Is LCTO better than ACIO?

LCTO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.