Compare · 3 funds side by side · dividends reinvested

ACIO, JEPQ and JEPI

ACIOAptus×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,217ACIO · best of the three

02 / 04

ACIO, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.8

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.4%+5.6%+16.4%+8.8%−6.6%9.6%$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 3, 2026 · returns include dividends · since: ACIO 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$15,217

ACIO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 52.9% in common

ACIOMeasureJEPQ

+6.4%Year to dateJan 1 → Nov 3+7.5%

+5.6%1 yearTotal return+8.6%

+16.4%3 years · per year$10,000 became $15,777 · $17,450+20.4%

+8.8%5 years · per year$10,000 became $15,217 · […][…]

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

0.39%Trailing 12-mo yield$39 · $1,228 a year on $10k12.28%

−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 3, 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

29.0%in top 5

JEPQ

in top 527.5%

ACIOStockJEPQ

7.5%AAPL6.9%

7.5%NVDA6.9%

5.8%MSFT5.5%

4.5%GOOG4.1%

not top 5MU4.1%

3.7%AMZNnot top 5

Held in common52.9%

End-of-day Nov 3, 2026 · share of each fund

ACIO vs JEPQ Returns, Every Period

AptusACIO

+5.6%

past year

JEPQJ.P. Morgan

+8.6%

past year

ACIOJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ACIO vs JEPQ

YTD

AptusACIO

+6.4%

JEPQJ.P. Morgan

+7.5%

+6.4%Year to date+7.5%

−6.6%Worst drop · 1Y−8.8%

9.6%Volatility · 1Y15.5%

0.4%Yield12.3%

$2.3BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

ACIO0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ACIO, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

ACIO0.39%$39

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ACIO, JEPQ, JEPI

Today

52.9%most shared, ACIO and JEPQ

ACIOJEPQJEPI

ACIO—52.9%38.2%

JEPQ52.9%—26.6%

JEPI38.2%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

ACIOWorst drop−6.6%9.6% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026