ACIO vs CVRD

AACIO

BCVRD

Measures won2–3CVRD wins · of 6 · 5Y

$10,000 · 5Y$15,125ACIO

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−5.7%CVRD · worst fall in 1Y

Held in common16.7%ACIO and CVRD

Aptus Collared Income Opportunity ETF · $2.3BMadison Covered Call ETF · $32M

+15.0%3 years · per year$15,193 · $12,744+8.4%

+8.8%5 years · per year$15,227 · […][…]

0.79%Expense ratio$79 · $90 on $10k · lower wins0.90%

0.39%12-mo yield$39 · $736 on $10k7.36%

Cards for this view

ACIO

Aptus Collared Income Opportunity

$15,227

CVRD

Madison Covered Call

[…]

MeasureACIOCVRD

Fee0.79%0.90%

Cost on $10k a year$79$90

Yield0.39%7.36%

5 years, per year+8.8%[…]

3 years, per year+15.0%+8.4%

Worst drop · 1Y−6.6%−5.7%

Volatility · 1Y9.8%

#
1	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.0%	+6.9%	+6.0%	+15.0%	+8.8%	−6.6%	$2.3B
2	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	0.0%	+8.9%	+12.5%	+8.4%	new	−5.7%	$32M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.0%	+6.9%	+6.0%	+15.0%	+8.8%	−6.6%	$2.3B
2	BCVRD	Madison Covered Call ETFRead Desk	0.90%	7.36%	0.0%	+8.9%	+12.5%	+8.4%	new	−5.7%	$32M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

Loading…