Compare · 2 funds side by side · dividends reinvested

ACIO and LQDW

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 LQDW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Investment Grade Corporate Bond BuyWrite Strategy ETFIncome · Covered calls0.34%12.39%+1.6%+2.6%+5.3%[…]−3.4%4.3%$350M1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B1.5

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 · LQDW 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

LQDW

iShares Investment Grade Corporate Bond BuyWrite Strategy ETF · $350M[…]

$10,000 five years ago, dividends reinvested

ACIOMeasureLQDW

+7.2%Year to dateJan 1 → Nov 4+1.6%

+6.3%1 yearTotal return+2.6%

+16.4%3 years · per year$10,000 became $15,774 · $11,675+5.3%

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

0.79%Expense ratio$79 · $34 a year on $10k · lower is better0.34%

0.39%Trailing 12-mo yield$39 · $1,239 a year on $10k12.39%

−6.6%Worst dropSmaller is better−3.4%

9.6%VolatilityLower is calmer4.3%

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

3–4LQDW 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 LQDW: Top 5 Holdings

Today

ACIO

29.2%in top 5

LQDW

in top 5[…]

ACIOStockLQDW

7.6%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

4.5%GOOGnot top 5

3.7%AMZNnot top 5

Held in common[…]

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

ACIO vs LQDW Returns, Every Period

AptusACIO

+6.3%

past year

LQDWiShares

+2.6%

past year

ACIOLQDWFaded: behind in that period

3–0ACIO wins

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

ACIO vs LQDW

YTD

AptusACIO

+7.2%

LQDWiShares

+1.6%

+7.2%Year to date+1.6%

−6.6%Worst drop · 1Y−3.4%

9.6%Volatility · 1Y4.3%

0.4%Yield12.4%

$2.3BAssets$350M

3–1LQDW wins

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

Cost, Income and Risk

Fees: ACIO, LQDW

Today

0.34%lowest, LQDW

FundExpense ratioFee$10k

LQDW0.34%$34

ACIO0.79%$79

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

Yields: ACIO, LQDW

12.39%highest, LQDW

FundTrailing yieldYield$10k

LQDW12.39%$1,239

ACIO0.39%$39

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

Income After Fees on $10,000

$1,205most kept, LQDW

LQDW$1,239 − $34 = $1,205

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, LQDW

Today

[…]holdings […]

ACIOLQDW

ACIO—[…]

LQDW[…]—

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

Return vs Bumpiness: 2 ETFs

+6.3%ACIO, at 9.6% volatility

LQDWWorst drop−3.4%4.3% vol

ACIOWorst drop−6.6%9.6% vol

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

Paid More vs Made More

YTD

LQDWACIO

+1.6%Year to date+7.2%

12.4%Yield0.4%

+2.6%Past year+6.3%

0.34%Fee0.79%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

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