STOX vs ACIO

ASTOX

BACIO

Measures won1–3ACIO wins · of 6 · 5Y

$10,000 · 5Y$15,125ACIO · JEPI $14,510

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.6%ACIO · worst fall in 1Y

Held in common48.4%STOX and ACIO

Horizon Funds - Horizon Core Equity ETF · $245MAptus Collared Income Opportunity ETF · $2.3B

[…]3 years · per year[…] · $15,111+14.8%

[…]5 years · per year[…] · $15,125+8.6%

0.70%Expense ratio$70 · $79 on $10k · lower wins0.79%

0.17%12-mo yield$17 · $39 on $10k0.39%

Cards for this view

STOX

Horizon Funds - Horizon Core Equity

[…]

ACIO

Aptus Collared Income Opportunity

$15,125

MeasureSTOXACIO

Fee0.70%0.79%

Cost on $10k a year$70$79

Yield0.17%0.39%

5 years, per year[…]+8.6%

3 years, per year[…]+14.8%

Worst drop · 1Y−9.3%−6.6%

Volatility · 1Y13.8%9.8%

#
1	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	−0.3%	+6.6%	+5.5%	+14.8%	+8.6%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	−0.1%	+12.4%	+13.1%	new	new	−9.3%	$245M

#
1	BACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	−0.3%	+6.6%	+5.5%	+14.8%	+8.6%	−6.6%	$2.3B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	−0.1%	+12.4%	+13.1%	new	new	−9.3%	$245M

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