TRTY vs. ACIO
Compare and contrast key facts about Cambria Trinity ETF (TRTY) and Aptus Collared Income Opportunity ETF (ACIO).
TRTY and ACIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TRTY is a passively managed fund by Cambria that tracks the performance of the Cambria Trinity Index. It was launched on Sep 10, 2018. 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: TRTY or ACIO.
Key characteristics
| TRTY | ACIO | |
|---|---|---|
| YTD Return | 4.26% | 17.15% |
| 1Y Return | 6.84% | 23.40% |
| 3Y Return (Ann) | 1.93% | 8.55% |
| 5Y Return (Ann) | 4.89% | 10.61% |
| Sharpe Ratio | 0.83 | 2.58 |
| Daily Std Dev | 8.82% | 9.23% |
| Max Drawdown | -22.33% | -14.19% |
| Current Drawdown | -2.48% | -1.27% |
Correlation
The correlation between TRTY and ACIO is 0.52, 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
TRTY vs. ACIO - Performance Comparison
In the year-to-date period, TRTY achieves a 4.26% return, which is significantly lower than ACIO's 17.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TRTY vs. ACIO - Expense Ratio Comparison
TRTY has a 0.44% expense ratio, which is lower than ACIO's 0.79% expense ratio.
Risk-Adjusted Performance
TRTY vs. ACIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Trinity ETF (TRTY) 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
TRTY vs. ACIO - Dividend Comparison
TRTY's dividend yield for the trailing twelve months is around 3.12%, more than ACIO's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
TRTY Cambria Trinity ETF | 3.12% | 3.24% | 5.17% | 4.52% | 1.99% | 2.64% | 1.07% |
ACIO Aptus Collared Income Opportunity ETF | 0.57% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% | 0.00% |
Drawdowns
TRTY vs. ACIO - Drawdown Comparison
The maximum TRTY drawdown since its inception was -22.33%, which is greater than ACIO's maximum drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for TRTY and ACIO. For additional features, visit the drawdowns tool.
Volatility
TRTY vs. ACIO - Volatility Comparison
The current volatility for Cambria Trinity ETF (TRTY) is 3.73%, while Aptus Collared Income Opportunity ETF (ACIO) has a volatility of 3.95%. This indicates that TRTY 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.