Compare · 2 funds side by side · dividends reinvested

ACIO and JEPQ

ACIOAptus×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425ACIO · best of the two

02 / 04

ACIO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B1.6

Rank among the two1st → 2ndFee, 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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 53.7% in common

ACIOMeasureJEPQ

+7.2%Year to dateJan 1 → Nov 4+8.5%

+6.3%1 yearTotal return+9.3%

+16.4%3 years · per year$10,000 became $15,774 · $17,406+20.3%

+9.1%5 years · per year$10,000 became $15,425 · […][…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.39%Trailing 12-mo yield$39 · $1,217 a year on $10k12.17%

−6.6%Worst dropSmaller is better−8.8%

9.6%VolatilityLower is calmer15.5%

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

2–5JEPQ 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 JEPQ: Top 5 Holdings

Today

ACIO

29.9%in top 5

JEPQ

in top 528.3%

ACIOStockJEPQ

7.7%AAPL7.1%

7.3%NVDA6.8%

6.2%MSFT6.0%

4.6%GOOG4.2%

3.9%AMZN4.2%

Held in common53.7%

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

ACIO vs JEPQ Returns, Every Period

AptusACIO

+6.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

ACIOJEPQFaded: behind in that period

0–3JEPQ wins

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

ACIO vs JEPQ

YTD

AptusACIO

+7.2%

JEPQJ.P. Morgan

+8.5%

+7.2%Year to date+8.5%

−6.6%Worst drop · 1Y−8.8%

9.6%Volatility · 1Y15.5%

0.4%Yield12.2%

$2.3BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: ACIO, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ACIO0.79%$79

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

Yields: ACIO, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

ACIO0.39%$39

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, JEPQ

Today

53.7%most shared, ACIO and JEPQ

ACIOJEPQ

ACIO—53.7%

JEPQ53.7%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

ACIOWorst drop−6.6%9.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQACIO

+8.5%Year to date+7.2%

12.2%Yield0.4%

+9.3%Past year+6.3%

0.35%Fee0.79%

4–0JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026