ACIO vs. BUFR
Compare and contrast key facts about Aptus Collared Income Opportunity ETF (ACIO) and FT Cboe Vest Fund of Buffer ETFs (BUFR).
ACIO and BUFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ACIO is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 10, 2019. BUFR is an actively managed fund by First Trust. It was launched on Aug 10, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACIO or BUFR.
Key characteristics
| ACIO | BUFR | |
|---|---|---|
| YTD Return | 18.66% | 11.33% |
| 1Y Return | 25.35% | 16.59% |
| 3Y Return (Ann) | 9.04% | 8.23% |
| Sharpe Ratio | 2.75 | 2.23 |
| Daily Std Dev | 9.11% | 7.40% |
| Max Drawdown | -14.19% | -13.73% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between ACIO and BUFR is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ACIO vs. BUFR - Performance Comparison
In the year-to-date period, ACIO achieves a 18.66% return, which is significantly higher than BUFR's 11.33% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACIO vs. BUFR - Expense Ratio Comparison
ACIO has a 0.79% expense ratio, which is lower than BUFR's 1.05% expense ratio.
Risk-Adjusted Performance
ACIO vs. BUFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Collared Income Opportunity ETF (ACIO) and FT Cboe Vest Fund of Buffer ETFs (BUFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ACIO vs. BUFR - Dividend Comparison
ACIO's dividend yield for the trailing twelve months is around 0.56%, while BUFR has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
ACIO Aptus Collared Income Opportunity ETF | 0.56% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% |
BUFR FT Cboe Vest Fund of Buffer ETFs | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ACIO vs. BUFR - Drawdown Comparison
The maximum ACIO drawdown since its inception was -14.19%, roughly equal to the maximum BUFR drawdown of -13.73%. Use the drawdown chart below to compare losses from any high point for ACIO and BUFR. For additional features, visit the drawdowns tool.
Volatility
ACIO vs. BUFR - Volatility Comparison
Aptus Collared Income Opportunity ETF (ACIO) has a higher volatility of 3.79% compared to FT Cboe Vest Fund of Buffer ETFs (BUFR) at 3.18%. This indicates that ACIO's price experiences larger fluctuations and is considered to be riskier than BUFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.