ACIO vs LDRX
Aptus Collared Investment Opportunity ETF vs SGI Enhanced Market Leaders ETF
Which is better, ACIO or LDRX?
Nearly the same fund. LDRX costs less.
LDRX has a lower expense ratio. LDRX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. ACIO is less concentrated, with 40.8% of the fund in its ten largest positions against 55.2%.
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 | LDRX |
|---|---|---|
| Expense Ratio | 0.79% | 0.59%Best |
| AUM | $2.4B | $261M |
| Dividend Yield | 0.39% | 0.97% |
| Holdings | 524 | 104 |
| YTD Return | +8.01% | +13.27%Best |
| 1Y Return | +8.79% | +16.78%Best |
| 3Y Return (annualized) | +15.63% | - |
| 5Y Return (annualized) | +9.74% | - |
| Volatility (annualized) | 8.8%Best | 13.6% |
| Max Drawdown | -7.2%Best | -10.6% |
| $10,000 over 1.4 years | $12,098 | $13,893Best |
| Top 10 Weight | 40.8%Best | 55.2% |
| Fund Family | Aptus ETFs | Summit Global Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | May 5, 2025 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
ACIO vs LDRX 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 1.4 years both funds cover.
ACIO vs LDRX Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments. Over the past year ACIO returned +8.79% while LDRX returned +16.78%. Year to date, ACIO is up 8.01% versus a gain of 13.27% for LDRX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 8.8% 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 -7.2% for ACIO and -10.6% for LDRX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACIO charges 0.79% per year while LDRX charges 0.59%. On a $10,000 position that is $79 vs $59 annually, a gap of $20 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 0.97% for LDRX.
Holdings Overlap
73.7% of ACIO's money is in holdings LDRX also owns. 87.8% of LDRX's money is in holdings ACIO also owns.
Most of LDRX is already inside ACIO. Owning both mostly buys the same companies twice.
85 positions in common, counted across the 167 positions we hold weights for in ACIO and 100 in LDRX, against full books of 524 and 104.
What only one of them owns
Measured across the 167 and 100 positions we hold weights for.
ACIO holds 81 positions LDRX does not, 25.9% of the fund.
Largest: GOOG 5.39%, CSX 0.94%, PNC 0.70%, CRWD 0.66%, PGR 0.66%
Top Shared Holdings
| Stock | Weight in ACIO | Weight in LDRX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 11.55% | 3.11% |
| AAPLApple, Inc | 7.26% | 9.87% | 2.61% |
| MSFTMicrosoft Corp | 5.75% | 7.76% | 2.01% |
| AMZNAmazon.Com Inc | 3.69% | 5.13% | 1.44% |
| AVGOBroadcom Inc | 2.46% | 3.43% | 0.97% |
| METAMeta Platforms Inc | 2.42% | 3.28% | 0.86% |
| MUMicron Technology, Inc. | 1.92% | 2.53% | 0.61% |
| AMDAdvanced Micro Devices Inc | 1.61% | 2.03% | 0.42% |
| JPMJpmorgan Chase | 1.68% | 1.86% | 0.18% |
| TSLATesla Inc | 1.52% | 2.00% | 0.48% |
87.8% of LDRX 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 LDRX?
ACIO has an expense ratio of 0.79% while LDRX charges 0.59%. LDRX is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, ACIO or LDRX?
Over the past year ACIO returned +8.79% vs +16.78% for LDRX, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), ACIO annualized +14.57% vs +26.47% for LDRX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACIO or LDRX?
LDRX has been the more volatile fund at 13.6% annualized versus 8.8% for ACIO. Worst drawdown: ACIO -7.2% vs LDRX -10.6%.
Should I hold both ACIO and LDRX?
ACIO and LDRX have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ACIO and LDRX?
87.8% of LDRX's money is in holdings ACIO also owns. 87.8% of LDRX's is in holdings ACIO also owns. They hold 85 positions in common, counted across the 167 positions we hold weights for in ACIO and 100 in LDRX.
Which pays a higher dividend, ACIO or LDRX?
ACIO yields 0.39% while LDRX yields 0.97%, so LDRX currently pays the higher dividend yield.
Is LDRX better than ACIO?
LDRX has a lower expense ratio. LDRX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. ACIO is less concentrated, with 40.8% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.