IDUB vs. ACIO
IDUB (Aptus International Enhanced Yield ETF) and ACIO (Aptus Collared Income Opportunity ETF) are both exchange-traded funds - IDUB is a Long-Short fund actively managed by Aptus, while ACIO is a Diversified Portfolio fund actively managed by Aptus. Both are actively managed. Over the past 5 years, IDUB returned 6.15%/yr vs 9.48%/yr for ACIO. Their 0.67 correlation means they have sometimes moved together and sometimes differently. IDUB charges 0.45%/yr vs 0.79%/yr for ACIO.
Performance
IDUB vs. ACIO - Performance Comparison
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Returns By Period
In the year-to-date period, IDUB achieves a 15.21% return, which is significantly higher than ACIO's 6.71% return.
IDUB
- 1D
- -0.01%
- 1M
- 0.00%
- 6M
- 9.16%
- YTD
- 15.21%
- 1Y
- 30.13%
- 3Y*
- 16.22%
- 5Y*
- 6.15%
- 10Y*
- —
- ALL TIME*
- 6.13%
ACIO
- 1D
- 1.26%
- 1M
- 0.78%
- 6M
- 5.86%
- YTD
- 6.71%
- 1Y
- 13.18%
- 3Y*
- 14.71%
- 5Y*
- 9.48%
- 10Y*
- —
- ALL TIME*
- 10.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.76M | $6.51M | $6.21M | |
| $907.21K | $1.03M | $881.50K |
IDUB vs. ACIO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IDUB Aptus International Enhanced Yield ETF | 15.21% | 27.53% | 6.12% | 9.07% | -19.79% | -1.16% |
ACIO Aptus Collared Income Opportunity ETF | 6.71% | 9.03% | 21.92% | 15.90% | -10.31% | 6.36% |
Correlation
The correlation between IDUB and ACIO is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2021 | 0.67 |
The correlation between IDUB and ACIO shifts across timeframes, from 0.67 (all time) to 0.78 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IDUB vs. ACIO — Risk / Return Rank
IDUB
ACIO
IDUB vs. ACIO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus International Enhanced Yield ETF (IDUB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDUB | ACIO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 1.83 | +0.77 |
| Martin ratioReturn relative to average drawdown | 9.99 | 6.62 | +3.37 |
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Drawdowns
IDUB vs. ACIO - Drawdown Comparison
The maximum IDUB drawdown since its inception was -29.20%, which is greater than ACIO's maximum drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for IDUB and ACIO.
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Drawdown Indicators
| IDUB | ACIO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.20% | -14.19% | -15.01% |
Max Drawdown (1Y)Largest decline over 1 year | -11.46% | -7.22% | -4.24% |
Max Drawdown (3Y)Largest decline over 3 years | -12.88% | -12.12% | -0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -14.00% | -15.20% |
Current DrawdownCurrent decline from peak | -1.95% | -1.11% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -10.88% | -3.16% | -7.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 1.99% | +0.99% |
Volatility
IDUB vs. ACIO - Volatility Comparison
Aptus International Enhanced Yield ETF (IDUB) has a higher volatility of 4.84% compared to Aptus Collared Income Opportunity ETF (ACIO) at 3.23%. This indicates that IDUB's price experiences larger fluctuations and is considered to be riskier than ACIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDUB | ACIO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 3.23% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 7.25% | +7.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 9.18% | +7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 11.15% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 11.64% | +3.18% |
IDUB vs. ACIO - Expense Ratio Comparison
IDUB has a 0.45% expense ratio, which is lower than ACIO's 0.79% expense ratio.
Dividends
IDUB vs. ACIO - Dividend Comparison
IDUB's dividend yield for the trailing twelve months is around 4.59%, more than ACIO's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
ACIO Aptus Collared Income Opportunity ETF | 0.37% | 0.37% | 0.44% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% |
IDUB Aptus International Enhanced Yield ETF | 4.59% | 4.90% | 5.64% | 3.71% | 2.62% | 1.38% | 0.00% | 0.00% |
Frequently Asked Questions
IDUB and ACIO have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDUB has higher volatility (4.84%) compared to ACIO (3.23%). In terms of maximum drawdown, IDUB dropped -29.20% vs ACIO's -14.19%.
On 5-year performance, ACIO leads with 9.48% vs 6.15% for IDUB. On fees, IDUB is cheaper at 0.45% per year. On volatility, ACIO has been the lower-risk option at 3.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, ACIO has performed better with a 9.48% return vs 6.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IDUB is cheaper with a 0.45% expense ratio, compared with 0.79% for ACIO.
IDUB has the higher dividend yield at 4.59%, compared with 0.37% for ACIO.
IDUB is categorized as Long-Short, while ACIO is Diversified Portfolio. Their fees differ too: 0.45% for IDUB and 0.79% for ACIO.
IDUB currently has the higher Sharpe Ratio (1.81 vs 1.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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