Compare · 3 funds side by side · dividends reinvested

ACIO, FTHI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

ACIO, FTHI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.6

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ACIO 2019 · FTHI 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$15,425

ACIO

FTHI

First Trust BuyWrite Income ETF · $2.5B$16,274

$10,000 five years ago, dividends reinvested · they hold 47.6% in common

ACIOMeasureFTHI

+7.2%Year to dateJan 1 → Nov 4+6.6%

+6.3%1 yearTotal return+7.3%

+16.4%3 years · per year$10,000 became $15,774 · $15,375+15.4%

+9.1%5 years · per year$10,000 became $15,425 · $16,274+10.2%

0.79%Expense ratio$79 · $75 a year on $10k · lower is better0.75%

0.39%Trailing 12-mo yield$39 · $905 a year on $10k9.05%

−6.6%Worst dropSmaller is better−5.5%

9.6%VolatilityLower is calmer9.5%

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

2–6FTHI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs FTHI: Top 5 Holdings

Today

ACIO

29.2%in top 5

FTHI

in top 522.9%

ACIOStockFTHI

7.4%AAPL7.9%

7.6%NVDA6.6%

5.9%MSFT3.2%

4.5%GOOGnot top 5

3.7%AMZN2.6%

not top 5JPM2.7%

Held in common47.6%

End-of-day Nov 4, 2026 · share of each fund

ACIO vs FTHI Returns, Every Period

AptusACIO

+9.1%

5 years, per year

FTHIFirst Trust

+10.2%

5 years, per year

ACIOFTHIFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ACIO vs FTHI

YTD

AptusACIO

+7.2%

FTHIFirst Trust

+6.6%

+7.2%Year to date+6.6%

−6.6%Worst drop · 1Y−5.5%

9.6%Volatility · 1Y9.5%

0.4%Yield9.0%

$2.3BAssets$2.5B

3–1FTHI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, FTHI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FTHI0.75%$75

ACIO0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACIO, FTHI, SCHD

9.05%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.05%$905

SCHD2.91%$291

ACIO0.39%$39

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

SCHD$291 − $6 = $285

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACIO, FTHI, SCHD

Today

47.6%most shared, ACIO and FTHI

ACIOFTHISCHD

ACIO—47.6%8.6%

FTHI47.6%—6.0%

SCHD8.6%6.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

FTHIWorst drop−5.5%9.5% vol

ACIOWorst drop−6.6%9.6% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FTHISCHD

+6.6%Year to date+35.3%

9.0%Yield2.9%

+7.3%Past year+41.6%

0.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026