GTR vs. ACIO
Compare and contrast key facts about WisdomTree Target Range Fund (GTR) and Aptus Collared Income Opportunity ETF (ACIO).
GTR and ACIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GTR is an actively managed fund by WisdomTree. It was launched on Oct 5, 2021. ACIO is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTR or ACIO.
Correlation
The correlation between GTR and ACIO is 0.84, 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
GTR vs. ACIO - Performance Comparison
Key characteristics
GTR:
1.04
ACIO:
2.10
GTR:
1.42
ACIO:
2.97
GTR:
1.20
ACIO:
1.38
GTR:
1.06
ACIO:
3.81
GTR:
5.42
ACIO:
13.84
GTR:
2.02%
ACIO:
1.42%
GTR:
10.55%
ACIO:
9.40%
GTR:
-21.44%
ACIO:
-14.19%
GTR:
-2.13%
ACIO:
-0.41%
Returns By Period
In the year-to-date period, GTR achieves a 3.05% return, which is significantly higher than ACIO's 2.53% return.
GTR
3.05%
1.14%
4.09%
11.16%
N/A
N/A
ACIO
2.53%
0.61%
6.34%
19.98%
11.50%
N/A
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GTR vs. ACIO - Expense Ratio Comparison
GTR has a 0.70% expense ratio, which is lower than ACIO's 0.79% expense ratio.
Risk-Adjusted Performance
GTR vs. ACIO — Risk-Adjusted Performance Rank
GTR
ACIO
GTR vs. ACIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Target Range Fund (GTR) and Aptus Collared Income Opportunity ETF (ACIO). 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
GTR vs. ACIO - Dividend Comparison
GTR's dividend yield for the trailing twelve months is around 5.14%, more than ACIO's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
GTR WisdomTree Target Range Fund | 5.14% | 5.29% | 2.85% | 0.46% | 0.00% | 0.00% | 0.00% |
ACIO Aptus Collared Income Opportunity ETF | 0.43% | 0.44% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% |
Drawdowns
GTR vs. ACIO - Drawdown Comparison
The maximum GTR drawdown since its inception was -21.44%, which is greater than ACIO's maximum drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for GTR and ACIO. For additional features, visit the drawdowns tool.
Volatility
GTR vs. ACIO - Volatility Comparison
The current volatility for WisdomTree Target Range Fund (GTR) is 1.66%, while Aptus Collared Income Opportunity ETF (ACIO) has a volatility of 2.24%. This indicates that GTR experiences smaller price fluctuations and is considered to be less risky than ACIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.