PWS vs. ACIO
Compare and contrast key facts about Pacer WealthShield ETF (PWS) and Aptus Collared Income Opportunity ETF (ACIO).
PWS and ACIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PWS is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer WealthShield Index. It was launched on Dec 11, 2017. 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: PWS or ACIO.
Correlation
The correlation between PWS and ACIO is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PWS vs. ACIO - Performance Comparison
Key characteristics
PWS:
1.21
ACIO:
2.11
PWS:
1.72
ACIO:
2.98
PWS:
1.22
ACIO:
1.38
PWS:
0.79
ACIO:
3.83
PWS:
3.79
ACIO:
13.90
PWS:
3.86%
ACIO:
1.43%
PWS:
12.08%
ACIO:
9.42%
PWS:
-24.93%
ACIO:
-14.19%
PWS:
-3.34%
ACIO:
-0.51%
Returns By Period
In the year-to-date period, PWS achieves a 5.60% return, which is significantly higher than ACIO's 2.44% return.
PWS
5.60%
1.92%
5.52%
14.36%
6.57%
N/A
ACIO
2.44%
1.18%
5.87%
19.58%
11.39%
N/A
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PWS vs. ACIO - Expense Ratio Comparison
PWS has a 0.60% expense ratio, which is lower than ACIO's 0.79% expense ratio.
Risk-Adjusted Performance
PWS vs. ACIO — Risk-Adjusted Performance Rank
PWS
ACIO
PWS vs. ACIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer WealthShield ETF (PWS) 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
PWS vs. ACIO - Dividend Comparison
PWS's dividend yield for the trailing twelve months is around 1.26%, more than ACIO's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PWS Pacer WealthShield ETF | 1.26% | 1.34% | 2.21% | 1.46% | 0.94% | 0.53% | 1.77% | 1.16% |
ACIO Aptus Collared Income Opportunity ETF | 0.43% | 0.44% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% | 0.00% |
Drawdowns
PWS vs. ACIO - Drawdown Comparison
The maximum PWS drawdown since its inception was -24.93%, which is greater than ACIO's maximum drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for PWS and ACIO. For additional features, visit the drawdowns tool.
Volatility
PWS vs. ACIO - Volatility Comparison
Pacer WealthShield ETF (PWS) and Aptus Collared Income Opportunity ETF (ACIO) have volatilities of 2.48% and 2.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.