Compare · 2 funds side by side · dividends reinvested

ACIO and IVV

ACIOAptus×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

ACIO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.6%+4.6%+15.3%+8.4%−6.6%9.9%$2.3B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ACIO 2019 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$14,980

ACIO

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 75.2% in common

ACIOMeasureIVV

+4.6%Year to dateJan 1 → Nov 5+8.4%

+4.6%1 yearTotal return+9.7%

+15.3%3 years · per year$10,000 became $15,333 · $18,221+22.1%

+8.4%5 years · per year$10,000 became $14,980 · $17,151+11.4%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.40%Trailing 12-mo yield$40 · $114 a year on $10k1.14%

−6.6%Worst dropSmaller is better−8.9%

9.9%VolatilityLower is calmer13.6%

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

2–6IVV wins

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

More Ways to See the Pairs

ACIO vs IVV: Top 5 Holdings

Today

ACIO

29.9%in top 5

IVV

in top 527.7%

ACIOStockIVV

7.7%AAPL7.7%

7.3%NVDA7.3%

6.2%MSFT6.2%

4.6%GOOGnot top 5

3.9%AMZN3.9%

not top 5GOOGL2.6%

Held in common75.2%

End-of-day Nov 5, 2026 · share of each fund

ACIO vs IVV Returns, Every Period

AptusACIO

+8.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

ACIOIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: ACIO vs IVV

YTD

AptusACIO

+4.6%

IVViShares

+8.4%

+4.6%Year to date+8.4%

−6.6%Worst drop · 1Y−8.9%

9.9%Volatility · 1Y13.6%

0.4%Yield1.1%

$2.3BAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ACIO0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACIO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

ACIO0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ACIO, IVV

Today

75.2%most shared, ACIO and IVV

ACIOIVV

ACIO—75.2%

IVV75.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

ACIOWorst drop−6.6%9.9% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVACIO

+8.4%Year to date+4.6%

1.1%Yield0.4%

+9.7%Past year+4.6%

0.03%Fee0.79%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026