HEQT vs. ACIO
Compare and contrast key facts about Simplify Hedged Equity ETF (HEQT) and Aptus Collared Income Opportunity ETF (ACIO).
HEQT and ACIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HEQT is an actively managed fund by Simplify Asset Management. It was launched on Nov 1, 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: HEQT or ACIO.
Correlation
The correlation between HEQT and ACIO is 0.93, 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
HEQT vs. ACIO - Performance Comparison
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Key characteristics
HEQT:
1.00
ACIO:
0.91
HEQT:
1.52
ACIO:
1.42
HEQT:
1.21
ACIO:
1.20
HEQT:
1.03
ACIO:
1.02
HEQT:
3.58
ACIO:
3.44
HEQT:
3.04%
ACIO:
3.58%
HEQT:
10.20%
ACIO:
12.47%
HEQT:
-11.51%
ACIO:
-14.19%
HEQT:
-3.21%
ACIO:
-2.19%
Returns By Period
In the year-to-date period, HEQT achieves a 0.21% return, which is significantly lower than ACIO's 0.70% return.
HEQT
0.21%
4.88%
0.75%
10.04%
N/A
N/A
ACIO
0.70%
9.26%
0.71%
11.22%
11.68%
N/A
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HEQT vs. ACIO - Expense Ratio Comparison
HEQT has a 0.53% expense ratio, which is lower than ACIO's 0.79% expense ratio.
Risk-Adjusted Performance
HEQT vs. ACIO — Risk-Adjusted Performance Rank
HEQT
ACIO
HEQT vs. ACIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Hedged Equity ETF (HEQT) 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.
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Dividends
HEQT vs. ACIO - Dividend Comparison
HEQT's dividend yield for the trailing twelve months is around 1.22%, more than ACIO's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
HEQT Simplify Hedged Equity ETF | 1.22% | 1.29% | 4.11% | 3.93% | 0.27% | 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
HEQT vs. ACIO - Drawdown Comparison
The maximum HEQT drawdown since its inception was -11.51%, smaller than the maximum ACIO drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for HEQT and ACIO. For additional features, visit the drawdowns tool.
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Volatility
HEQT vs. ACIO - Volatility Comparison
The current volatility for Simplify Hedged Equity ETF (HEQT) is 2.25%, while Aptus Collared Income Opportunity ETF (ACIO) has a volatility of 3.68%. This indicates that HEQT 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.
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