ACIO vs. UJUL
Compare and contrast key facts about Aptus Collared Income Opportunity ETF (ACIO) and Innovator U.S. Equity Ultra Buffer ETF - July (UJUL).
ACIO and UJUL 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. UJUL is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 30% (-5% to -35%) Buffer Protect September Series Index. It was launched on Aug 8, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACIO or UJUL.
Performance
ACIO vs. UJUL - Performance Comparison
Returns By Period
In the year-to-date period, ACIO achieves a 22.54% return, which is significantly higher than UJUL's 13.71% return.
ACIO
22.54%
0.12%
10.71%
26.34%
11.16%
N/A
UJUL
13.71%
0.71%
6.61%
17.55%
6.71%
N/A
Key characteristics
| ACIO | UJUL | |
|---|---|---|
| Sharpe Ratio | 2.99 | 3.07 |
| Sortino Ratio | 4.23 | 4.39 |
| Omega Ratio | 1.56 | 1.66 |
| Calmar Ratio | 5.29 | 4.44 |
| Martin Ratio | 22.29 | 22.97 |
| Ulcer Index | 1.23% | 0.79% |
| Daily Std Dev | 9.16% | 5.92% |
| Max Drawdown | -14.19% | -14.11% |
| Current Drawdown | -1.47% | -0.59% |
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ACIO vs. UJUL - Expense Ratio Comparison
Both ACIO and UJUL have an expense ratio of 0.79%.
Correlation
The correlation between ACIO and UJUL is 0.81, 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.
Risk-Adjusted Performance
ACIO vs. UJUL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Collared Income Opportunity ETF (ACIO) and Innovator U.S. Equity Ultra Buffer ETF - July (UJUL). 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. UJUL - Dividend Comparison
ACIO's dividend yield for the trailing twelve months is around 0.52%, while UJUL has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
ACIO Aptus Collared Income Opportunity ETF | 0.52% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% |
UJUL Innovator U.S. Equity Ultra Buffer ETF - July | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.43% |
Drawdowns
ACIO vs. UJUL - Drawdown Comparison
The maximum ACIO drawdown since its inception was -14.19%, roughly equal to the maximum UJUL drawdown of -14.11%. Use the drawdown chart below to compare losses from any high point for ACIO and UJUL. For additional features, visit the drawdowns tool.
Volatility
ACIO vs. UJUL - Volatility Comparison
Aptus Collared Income Opportunity ETF (ACIO) has a higher volatility of 3.26% compared to Innovator U.S. Equity Ultra Buffer ETF - July (UJUL) at 2.04%. This indicates that ACIO's price experiences larger fluctuations and is considered to be riskier than UJUL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.