Are ACIO and AGG in the same category?

ACIO is an alternatives ETF and AGG is a bond ETF, so they do different jobs. The table compares what both publish: return, cost and holdings.

Which returned more over the last year, ACIO or AGG?

In the year to Nov 4, 2026, with distributions reinvested, ACIO returned +7.1% and AGG +0.2%.

Which is cheaper, ACIO or AGG?

AGG is cheaper, by 0.76 percentage points a year. That is about $76 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Nov 4, 2026.

Across categories

ACIO vs AGG: Differences, Returns & Fees

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Over the year to Nov 4, 2026, ACIO returned +7.1% to AGG's +0.2%, and AGG charges 0.03% to ACIO's 0.79%.

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Net assets: $2.4bn on Jul 31, 2026 for Aptus Collared Investment Opportunity ETF, and $139.1bn on Nov 4, 2026 for iShares Core U.S. Aggregate Bond ETF.

ACIO on its own →AGG on its own →

At a glance

+7.1%

ACIO total return, 1 year

+0.2%

AGG total return, 1 year

0.79%

ACIO expense ratio

0.03%

AGG expense ratio

Pair scorecard

AGG costs 0.76 points a year less; their one-year returns differ by 6.9 points.

ACIO vs AGG: Differences, Returns & Fees
Measure	ACIO	AGG
Return
Measure	ACIO	AGG
Total return, 1 year	+7.1%	+0.2%
Total return, 52 weeks	+6.9%
Against its benchmark
Measure	ACIO	AGG
What it tracks	not published	Bloomberg U.S. Aggregate Bond Index
Treasury bills, 52 weeks	+3.7%
Against cash	3.3 points ahead
Cost and size
Measure	ACIO	AGG
Expense ratio	0.79%	0.03%
Net assets, ACIO as of Jul 31, 2026 and AGG as of Nov 4, 2026	$2.4bn	$139.1bn
Holdings
Measure	ACIO	AGG
Holdings in common	not published
Risk
Measure	ACIO	AGG
Correlation with the S&P 500’s weekly returns	+0.99
Beta to the S&P 500	+0.79: about 0.79% for each 1%
Its average week when the S&P 500 fell	fell 0.90%
Down-week capture	84.3%
Weeks the S&P 500 fell	26 of 52, by 1.07% on average

Method

Side by side

ACIO Aptus Collared Investment Opportunity ETF AGG iShares Core U.S. Aggregate Bond ETF

Where it sits Alternatives ETF Bond ETF

Issuer Aptus iShares

What it is Hedged equity Tracks an index of US aggregate bonds

Total return, 1 year +7.1% +0.2%

Its benchmark over the same days +14.8% (VOO) +0.2% (SCHZ)

Gap to its benchmark −7.7 pts vs VOO 0.0 pts vs SCHZ

Expense ratio 0.79% 0.03%

Holdings not read by ETFIQ 13462

Net assets, ACIO as of Jul 31, 2026 and AGG as of Nov 4, 2026 $2.4bn $139.1bn

ACIO and AGG on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Alert

About each fund

ACIO

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 Nov 4, 2026, its weekly returns had a correlation of +0.99 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. The S&P 500 fell in 26 of those 52 weeks, by 1.07% on average. In the same weeks ACIO fell 0.90% on average, a down-week capture of 84.3%. Over the same 52 weeks ACIO returned +6.9% and a Treasury bill fund +3.7%, so it finished 3.3 percentage points ahead of cash.

AGG

AGG tracks an index of US aggregate bonds. Over the year to Nov 4, 2026 it returned +0.2% with distributions reinvested, against +0.2% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.03% a year.

Questions people ask

Are ACIO and AGG in the same category?: ACIO is an alternatives ETF and AGG is a bond ETF, so they do different jobs. The table compares what both publish: return, cost and holdings.
Which returned more over the last year, ACIO or AGG?: In the year to Nov 4, 2026, with distributions reinvested, ACIO returned +7.1% and AGG +0.2%.
Which is cheaper, ACIO or AGG?: AGG is cheaper, by 0.76 percentage points a year. That is about $76 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

ACIO vs BND ACIO vs TLT ACIO vs GLD ACIO vs QQQ AGG vs HELO AGG vs FHEQ AGG vs HEGD AGG vs CAOS

Where to next

BIL, the T-bill fund these are measured against →SPY, the S&P 500 fund these are measured against →ACIO on its own →AGG on its own →Hold both: look the portfolio through →Rankings →ACIO dividend history →AGG dividend history →AGG holdings →Standards and sources →

Sources and dates

ACIO filings on SEC EDGAR ↗

ACIO prospectus with the expense ratio (SEC) ↗

Aptus website ↗

AGG filings on SEC EDGAR ↗

AGG prospectus with the expense ratio (SEC) ↗

iShares page for AGG ↗

Links are sources, not endorsements. A comparison is not a recommendation.

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ETFIQ, ACIO against AGG, data as of Nov 4, 2026. https://etfiq.com/compare/any/acio-vs-agg

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