Compare · 3 funds side by side · dividends reinvested

ACIO, CVRD and JEPQ

ACIOAptus×CVRDMadison Funds×JEPQJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,125ACIO · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

ACIO, CVRD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Madison Covered Call ETFIncome · Covered calls0.90%7.36%+8.9%+12.5%+8.4%[…]−5.7%9.4%$32M1.7

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.9%+6.0%+15.0%+8.8%−6.6%9.8%$2.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: ACIO 2019 · CVRD 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Aptus Collared Income Opportunity ETF · $2.3B$15,125

ACIO

CVRD

Madison Covered Call ETF · $32M[…]

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

ACIO

More Ways to See the Pairs

ACIO vs CVRD: Top 5 Holdings

Today

ACIO

29.2%in top 5

CVRD

in top 533.1%

ACIOStockCVRD

not top 58AMMF0JA14.3%

7.9%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

not top 5DHR

Cost, Income and Risk

Fees: ACIO, CVRD, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ACIO0.79%$79

CVRD0.90%$90

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

CVRD

+6.9%Year to dateJan 1 → Nov 12+8.9%

+6.0%1 yearTotal return+12.5%

+15.0%3 years · per year$10,000 became $15,193 · $12,744+8.4%

+8.8%5 years · per year$10,000 became $15,227 · […][…]

0.79%Expense ratio$79 · $90 a year on $10k · lower is better0.90%

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

−6.6%Worst dropSmaller is better−5.7%

9.8%VolatilityLower is calmer9.4%

ACIOCVRD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5CVRD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

4.7%GOOGnot top 5

4.1%AMZN4.6%

not top 5V4.5%

not top 5ACN4.3%

Held in common16.7%

End-of-day Nov 12, 2026 · share of each fund

ACIO vs CVRD Returns, Every Period

1Y

AptusACIO

+6.0%

past year

CVRDMadison Funds

+12.5%

past year

ACIOCVRDFaded: behind in that period

1–2CVRD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

ACIO vs JEPQ

YTD

AptusACIO

+6.9%

JEPQJ.P. Morgan

+8.1%

+6.9%Year to date+8.1%

−6.6%Worst drop · 1Y−11.5%

9.8%Volatility · 1Y16.9%

0.4%Yield12.2%

$2.3BAssets$41.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: ACIO, CVRD, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

CVRD7.36%$736

ACIO0.39%$39

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

CVRD$736 − $90 = $646

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ACIO, CVRD, JEPQ

Today

53.2%most shared, ACIO and JEPQ

ACIOCVRDJEPQ

ACIO—16.7%53.2%

CVRD16.7%—13.4%

JEPQ53.2%13.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.5%CVRD, at 9.4% volatility

CVRDWorst drop−5.7%9.4% vol

ACIOWorst drop−6.6%9.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCVRD

+8.1%Year to date+8.9%

12.2%Yield7.4%

+9.0%Past year+12.5%

0.35%Fee0.90%

2–2level

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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ACIO, CVRD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ACIO, CVRD, JEPQ