ARCP vs DEFR

ARCP vs DEFR

Which is better, ARCP or DEFR?

ARCP costs less.

ARCP has a lower expense ratio.

Lower Fees: ARCP

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

MetricARCPDEFR
Expense Ratio0.45%Best0.79%
AUM$62M$150M
Dividend Yield0.58%0.00%
Holdings17010
YTD Return-2.02%Best-2.21%
1Y Return--1.21%
Fund FamilyAristotle FundsAptus Capital Advisors
CategoryFixed IncomeFixed Income
InceptionJul 29, 2026May 13, 2025

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight, Style.

ARCP vs DEFR 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 ARCP against instead:ARCP vs SPYARCP vs QQQARCP vs VOOARCP vs VTIDEFR against:DEFR vs VXUS

ARCP vs DEFR Performance

Aristotle Core Plus Income ETF (ARCP) is an ETF from Aristotle Funds and Aptus Deferred Income ETF (DEFR) is an ETF from Aptus Capital Advisors. Year to date, ARCP is down 2.02% versus a loss of 2.21% for DEFR.

Past performance does not guarantee future results.

Fees and Cost Over Time

ARCP charges 0.45% per year while DEFR charges 0.79%. On a $10,000 position that is $45 vs $79 annually, a gap of $34 per year that compounds over a long holding period. On income, ARCP currently yields 0.58% against 0.00% for DEFR.

You are not choosing between two funds in isolation.

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

ARCPDEFR

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Frequently Asked Questions

Which is cheaper, ARCP or DEFR?

ARCP has an expense ratio of 0.45% while DEFR charges 0.79%. ARCP is the cheaper option, by $34 a year on a $10,000 investment.

Which pays a higher dividend, ARCP or DEFR?

ARCP yields 0.58% while DEFR yields 0.00%, so ARCP currently pays the higher dividend yield.

Is DEFR better than ARCP?

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