ACIO vs SHUS
Aptus Collared Investment Opportunity ETF vs Stratified LargeCap Hedged ETF
Which is better, ACIO or SHUS?
Each has led over a different period.
ACIO led over 3Y, 5Y and the full window, SHUS over 1Y.
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 | SHUS |
|---|---|---|
| Expense Ratio | 0.79%Tie | 0.79%Tie |
| AUM | $2.4B | $25M |
| Dividend Yield | 0.39% | 1.27% |
| Holdings | 524 | 7 |
| YTD Return | +8.01% | +10.12%Best |
| 1Y Return | +8.79% | +12.37%Best |
| 3Y Return (annualized) | +15.63%Best | +11.36% |
| 5Y Return (annualized) | +9.74%Best | +6.03% |
| Volatility (annualized) | 10.5%Best | 11.4% |
| Max Drawdown | -14.0%Best | -14.3% |
| $10,000 over 5 years | $15,916Best | $13,401 |
| Fund Family | Aptus ETFs | Syntax Stratified |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 9, 2019 | Jun 15, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 16, 2021 to Oct 14, 2026 (5.3 years).
ACIO vs SHUS 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 5.3 years both funds cover.
ACIO vs SHUS Performance
Aptus Collared Investment Opportunity ETF (ACIO) is an ETF from Aptus ETFs and Stratified LargeCap Hedged ETF (SHUS) is an ETF from Syntax Stratified. Over the past year ACIO returned +8.79% while SHUS returned +12.37%. Year to date, ACIO is up 8.01% versus a gain of 10.12% for SHUS.
Over three years, ACIO compounded at +15.63% per year against +11.36% for SHUS; over five years the annualized figures are +9.74% and +6.03% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHUS has been the more volatile fund, with annualized monthly volatility of 11.4% compared with 10.5% 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 -14.0% for ACIO and -14.3% for SHUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ACIO charges 0.79% per year while SHUS charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, ACIO currently yields 0.39% against 1.27% for SHUS.
Holdings Overlap
We hold position weights for 167 holdings in ACIO and 1 in SHUS, totalling 99.7% and 99.7% 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 1 in SHUS, against full books of 524 and 7.
You are not choosing between two funds in isolation.
Whichever of ACIO and SHUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACIO or SHUS?
ACIO has an expense ratio of 0.79% while SHUS charges 0.79%. At the precision these are quoted to, they cost the same.
Which performed better, ACIO or SHUS?
Over the past year ACIO returned +8.79% vs +12.37% for SHUS, so SHUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACIO or SHUS?
SHUS has been the more volatile fund at 11.4% annualized versus 10.5% for ACIO. Worst drawdown: ACIO -14.0% vs SHUS -14.3%.
Should I hold both ACIO and SHUS?
ACIO and SHUS have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ACIO or SHUS?
ACIO yields 0.39% while SHUS yields 1.27%, so SHUS currently pays the higher dividend yield.
Is SHUS better than ACIO?
ACIO led over 3Y, 5Y and the full window, SHUS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.