Correlation
The correlation between USEP and ACIO is 0.91, 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.
USEP vs. ACIO
Compare and contrast key facts about Innovator U.S. Equity Ultra Buffer ETF - September (USEP) and Aptus Collared Income Opportunity ETF (ACIO).
USEP and ACIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USEP is a passively managed fund by Innovator that tracks the performance of the Cboe S&P 500 30% (-5% to -35%) Buffer Protect September Series Index. It was launched on Sep 3, 2019. 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: USEP or ACIO.
Performance
USEP vs. ACIO - Performance Comparison
Loading data...
Key characteristics
USEP:
0.77
ACIO:
0.92
USEP:
1.08
ACIO:
1.23
USEP:
1.18
ACIO:
1.17
USEP:
0.69
ACIO:
0.87
USEP:
2.78
ACIO:
2.92
USEP:
2.42%
ACIO:
3.63%
USEP:
9.33%
ACIO:
12.61%
USEP:
-13.37%
ACIO:
-14.19%
USEP:
-0.98%
ACIO:
-2.87%
Returns By Period
USEP
1.41%
3.58%
0.66%
6.81%
9.56%
7.27%
N/A
ACIO
0.00%
3.77%
-2.03%
10.90%
11.24%
11.17%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USEP vs. ACIO - Expense Ratio Comparison
Both USEP and ACIO have an expense ratio of 0.79%.
Risk-Adjusted Performance
USEP vs. ACIO — Risk-Adjusted Performance Rank
USEP
ACIO
USEP vs. ACIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Ultra Buffer ETF - September (USEP) 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.
Loading data...
Dividends
USEP vs. ACIO - Dividend Comparison
USEP has not paid dividends to shareholders, while ACIO's dividend yield for the trailing twelve months is around 0.43%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
USEP Innovator U.S. Equity Ultra Buffer ETF - September | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.64% |
ACIO Aptus Collared Income Opportunity ETF | 0.43% | 0.44% | 0.72% | 1.51% | 0.61% | 1.02% | 1.32% |
Drawdowns
USEP vs. ACIO - Drawdown Comparison
The maximum USEP drawdown since its inception was -13.37%, smaller than the maximum ACIO drawdown of -14.19%. Use the drawdown chart below to compare losses from any high point for USEP and ACIO.
Loading data...
Volatility
USEP vs. ACIO - Volatility Comparison
The current volatility for Innovator U.S. Equity Ultra Buffer ETF - September (USEP) is 2.84%, while Aptus Collared Income Opportunity ETF (ACIO) has a volatility of 3.54%. This indicates that USEP 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.
Loading data...