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Data as of .

ACIO vs ZHDG: which moved less with stocks?

Over the year to Sep 18, 2026, ZHDG moved less with the S&P 500 than ACIO: correlation +0.96 against +0.98.

Aptus Collared Investment Opportunity ETF and ZEGA Buy and Hedge ETF.

+0.98ACIO correlation with the S&P 500
+0.96ZHDG correlation with the S&P 500
80.3%ACIO down-week capture
90.0%ZHDG down-week capture

ETFIQ Diversifier Score: ZHDG scores higher

How much does it diversify a stock portfolio?

ACIO 9.6ZHDG 11.14.8, the lowest in this set98.0, the highest

A percentile among the 63 alternatives ETFs with a full year. It is a position in a set, not a rating, and neither end of it is a recommendation. All alternatives ETFs ranked by it · How it is computed

ACIOFell 80% as much as the S&P 500
SPY−1.24%ACIO−1.00%Average week when SPY fell: 22 of 52, year to Sep 18, 2026SPY−1.24%ACIO−1.00%Average week when SPY fell
ZHDGFell 90% as much as the S&P 500
SPY−1.24%ZHDG−1.12%Average week when SPY fell: 22 of 52, year to Sep 18, 2026SPY−1.24%ZHDG−1.12%Average week when SPY fell

One strategy, two funds

ACIO and ZHDG both run a hedged equity strategy. Over the same 52 weeks to Sep 18, 2026, ACIO’s weekly returns had a correlation of +0.98 with the S&P 500 and ZHDG’s +0.96. In the 22 weeks the index fell, by 1.24% a week on average, ACIO averaged −1.00% and ZHDG −1.12%. Over the same weeks, ACIO finished 4.4 percentage points ahead of cash and ZHDG finished 3.9 points ahead of cash.

Performance, window by window

ACIO and ZHDG over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500
ACIOZHDGACIOZHDG
3 months+0.7%+1.0%−1.5 pts−1.2 pts
6 months+11.2%+11.9%−6.9 pts−6.1 pts
1 year+8.4%+8.2%−8.1 pts−8.4 pts
3 years+52.1%+44.9%−26.3 pts−33.5 pts
Since launch+98.6%+33.0%−84.8 pts−55.0 pts
Open the live comparison on ETFIQ
ACIO and ZHDG on the same fields, as of Sep 18, 2026. Source: ETFIQ.
ACIO
Aptus Collared Investment Opportunity ETF
Hedged equity fund: owns stocks and pays for protection against a fall, most often with put options
ZHDG
ZEGA Buy and Hedge ETF
Hedged equity fund: owns stocks and pays for protection against a fall, most often with put options
IssuerAptusZega
StrategyHedged equityHedged equity
Correlation with the S&P 500+0.98+0.96
Beta to the S&P 500+0.75+0.79
Down-week capture80.3%90.0%
Average week when the S&P 500 fell−1.00%−1.12%
The S&P 500 in those weeks−1.24%−1.24%
Total return, same 52 weeks+8.1%+7.6%
Against T-bills, percentage points+4.4 pts+3.9 pts
Expense ratio0.79%0.95%
ListedJul 10, 2019Jul 7, 2021
Net assets$2.3bn$35m

ACIO in plain words

ACIO is a hedged equity fund. ETFIQ measures what every alternatives fund is sold on: whether it moves differently from the stock market. Over the year to Sep 18, 2026, its weekly returns had a correlation of +0.98 with the S&P 500’s and a beta of +0.75, so for each 1% the index moved it moved about 0.75% the same way. The S&P 500 fell in 22 of those 52 weeks, by 1.24% on average. In the same weeks ACIO fell 1.00% on average, a down-week capture of 80.3%. Over the same 52 weeks ACIO returned +8.1% and a Treasury bill fund +3.6%, so it finished 4.4 percentage points ahead of cash.

ZHDG in plain words

ZHDG is a hedged equity fund. Over the year to Sep 18, 2026, its weekly returns had a correlation of +0.96 with the S&P 500’s and a beta of +0.79, so for each 1% the index moved it moved about 0.79% the same way. In the same weeks ZHDG fell 1.12% on average, a down-week capture of 90.0%. Over the same 52 weeks ZHDG returned +7.6% and a Treasury bill fund +3.6%, so it finished 3.9 percentage points ahead of cash.

Questions people ask

Which moved less with the S&P 500, ACIO or ZHDG?
Over the 52 weeks to Sep 18, 2026, ACIO’s weekly returns had a correlation of +0.98 with the S&P 500 and ZHDG’s +0.96, so ZHDG moved less with the index.
Which did better when the S&P 500 fell, ACIO or ZHDG?
In the 22 weeks the S&P 500 fell, by 1.24% a week on average, ACIO averaged −1.00% and ZHDG −1.12%, so ACIO returned more in those weeks.
Which earned more than cash, ACIO or ZHDG?
Over the same weeks, ACIO finished 4.4 percentage points ahead of cash and ZHDG finished 3.9 percentage points ahead of cash. Cash here is BIL, a fund of Treasury bills.
Which is cheaper, ACIO or ZHDG?
ACIO charges 0.79% a year and ZHDG charges 0.95%, so ACIO is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

ACIO against ZHDG, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, ACIO against ZHDG, data as of Sep 18, 2026. https://etfiq.com/compare/alternatives/acio-vs-zhdg Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources