ACIO vs QIDX
Aptus Collared Investment Opportunity ETF vs Indexperts Quality Earnings Focused ETF
Which is better, ACIO or QIDX?
ACIO has been ahead.
QIDX has a lower expense ratio. ACIO led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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 | QIDX |
|---|---|---|
| Expense Ratio | 0.79% | 0.50%Best |
| AUM | $2.4B | $39M |
| Dividend Yield | 0.39% | 0.93% |
| Holdings | 524 | 264 |
| YTD Return | +8.01%Best | +7.85% |
| 1Y Return | +8.79%Best | +7.18% |
| 3Y Return (annualized) | +15.63% | - |
| 5Y Return (annualized) | +9.74% | - |
| Volatility (annualized) | 9.4%Best | 9.9% |
| Max Drawdown | -12.1%Best | -15.0% |
| $10,000 over 1.8 years | $11,833Best | $11,722 |
| Top 10 Weight | 40.8% | 26.2%Best |
| Fund Family | Aptus ETFs | Indexperts |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Dec 31, 2024 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
ACIO vs QIDX 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 1.8 years both funds cover.
ACIO vs QIDX Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts. Over the past year ACIO returned +8.79% while QIDX returned +7.18%. Year to date, ACIO is up 8.01% versus a gain of 7.85% for QIDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QIDX has been the more volatile fund, with annualized monthly volatility of 9.9% compared with 9.4% 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 -15.0% for QIDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ACIO charges 0.79% per year while QIDX charges 0.50%. On a $10,000 position that is $79 vs $50 annually, a gap of $29 per year that compounds over a long holding period. On income, ACIO currently yields 0.39% against 0.93% for QIDX.
Holdings Overlap
31.1% of ACIO's money is in holdings QIDX also owns. 44.5% of QIDX's money is in holdings ACIO also owns.
The two portfolios partly overlap.
37 positions in common, counted across the 167 positions we hold weights for in ACIO and 131 in QIDX, against full books of 524 and 264.
What only one of them owns
Our book lists 93 positions for QIDX that do not appear in our book for ACIO (54.8% of the fund), and 129 for ACIO that do not appear in QIDX (68.5%).
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 QIDX | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.26% | 2.42% | 4.84% |
| MSFTMicrosoft Corp | 5.75% | 0.69% | 5.06% |
| ANETArista Networks Inc Common Stock | 0.37% | 4.54% | 4.17% |
| TMOThermo Fisherscientific Inc. | 0.72% | 3.25% | 2.53% |
| XOMExxonmobil Corp. | 1.47% | 2.21% | 0.74% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 1.42% | 1.47% | 0.05% |
| JPMJpmorgan Chase | 1.68% | 0.96% | 0.72% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.64% | 1.94% | 1.30% |
| WMTWalmart, Inc. | 0.96% | 1.56% | 0.60% |
| LLYEli Lilly & Co. | 1.40% | 1.01% | 0.39% |
44.5% of QIDX 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 QIDX?
ACIO has an expense ratio of 0.79% while QIDX charges 0.50%. QIDX is the cheaper option, by $29 a year on a $10,000 investment.
Which performed better, ACIO or QIDX?
Over the past year ACIO returned +8.79% vs +7.18% for QIDX, so ACIO leads on 1-year performance. Over the longest common window we track (2 years), ACIO annualized +9.80% vs +9.23% for QIDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACIO or QIDX?
QIDX has been the more volatile fund at 9.9% annualized versus 9.4% for ACIO. Worst drawdown: ACIO -12.1% vs QIDX -15.0%.
Should I hold both ACIO and QIDX?
ACIO and QIDX have a monthly-return correlation of 0.68, 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 QIDX?
44.5% of QIDX's money is in holdings ACIO also owns. 44.5% of QIDX's is in holdings ACIO also owns. They hold 37 positions in common, counted across the 167 positions we hold weights for in ACIO and 131 in QIDX.
Which pays a higher dividend, ACIO or QIDX?
ACIO yields 0.39% while QIDX yields 0.93%, so QIDX currently pays the higher dividend yield.
Is QIDX better than ACIO?
QIDX has a lower expense ratio. ACIO led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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.