Compare · 2 funds side by side · dividends reinvested

ACIO and PLGI

ACIOAptus×PLGIPL×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,980ACIO · best of the two

02 / 03

ACIO and PLGI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.6%+4.6%+15.3%+8.4%−6.6%9.9%$2.3B1.1

PL Growth and Income ETFIncome · Covered calls1.25%0.51%−1.8%[…][…][…][…][…]$60M1.7

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 · PLGI 2025

Head to Head

Swap sides Versus in desk

Head to Head

PL Growth and Income ETF · $60M[…]

PLGI

ACIO

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

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

PLGIMeasureACIO

−1.8%Year to dateJan 1 → Nov 5+4.6%

[…]1 yearTotal return+4.6%

[…]3 years · per year$10,000 became […] · $15,333+15.3%

[…]5 years · per year$10,000 became […] · $14,980+8.4%

1.25%Expense ratio$125 · $79 a year on $10k · lower is better0.79%

0.51%Trailing 12-mo yield$51 · $40 a year on $10k0.40%

[…]Worst dropSmaller is better−6.6%

[…]VolatilityLower is calmer9.9%

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

1–2ACIO wins

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

More Ways to See the Pairs

PLGI vs ACIO: Top 5 Holdings

Today

PLGI

24.5%in top 5

ACIO

in top 529.9%

PLGIStockACIO

4.7%AAPL7.7%

6.2%NVDA7.3%

3.5%MSFT6.2%

5.3%GOOGLnot top 5

4.8%AMZN3.9%

not top 5GOOG4.6%

Held in common51.3%

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

PLGI vs ACIO Returns, Every Period

PLPLGI

[…]

past year

ACIOAptus

+4.6%

past year

PLGIACIOFaded: behind in that period

0–1ACIO wins

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

PLGI vs ACIO

YTD

PLPLGI

−1.8%

ACIOAptus

+4.6%

−1.8%Year to date+4.6%

[…]Worst drop · 1Y−6.6%

[…]Volatility · 1Y9.9%

0.5%Yield0.4%

$59.8MAssets$2.3B

1–1level

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

Cost, Income and Risk

Fees: ACIO, PLGI

Today

0.79%lowest, ACIO

FundExpense ratioFee$10k

ACIO0.79%$79

PLGI1.25%$125

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

Yields: ACIO, PLGI

0.51%highest, PLGI

FundTrailing yieldYield$10k

PLGI0.51%$51

ACIO0.40%$40

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

Income After Fees on $10,000

−$39most kept, ACIO

ACIO$40 − $79 = −$39

PLGI$51 − $125 = −$74

KeptFee

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

Overlap: ACIO, PLGI

Today

51.3%most shared, ACIO and PLGI

ACIOPLGI

ACIO—51.3%

PLGI51.3%—

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

Return vs Bumpiness: 2 ETFs

+4.6%ACIO, at 9.9% volatility

ACIOWorst drop−6.6%9.9% vol

PLGIWorst drop[…][…]

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

Paid More vs Made More

YTD

PLGIACIO

−1.8%Year to date+4.6%

0.5%Yield0.4%

[…]Past year+4.6%

1.25%Fee0.79%

2–1ACIO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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