Compare · 2 funds side by side · dividends reinvested

ACIO and QQQ

ACIOAptus×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,068QQQ · best of the two

02 / 04

ACIO and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−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 9, 2026 · returns include dividends · since: ACIO 2019 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$15,189

ACIO

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

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

ACIOMeasureQQQ

+6.1%Year to dateJan 1 → Nov 9+11.0%

+6.7%1 yearTotal return+11.6%

+14.9%3 years · per year$10,000 became $15,169 · $19,011+23.9%

+8.7%5 years · per year$10,000 became $15,189 · $18,068+12.6%

0.79%Expense ratio$79 · $18 a year on $10k · lower is better0.18%

0.39%Trailing 12-mo yield$39 · $46 a year on $10k0.46%

−6.6%Worst dropSmaller is better−14.8%

9.9%VolatilityLower is calmer21.5%

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

2–6QQQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs QQQ: Top 5 Holdings

Today

ACIO

29.8%in top 5

QQQ

in top 531.4%

ACIOStockQQQ

7.8%AAPL8.5%

7.1%NVDA7.7%

6.2%MSFT6.7%

4.0%AMZN4.8%

4.7%GOOGnot top 5

not top 5MU3.7%

Held in common51.3%

End-of-day Nov 9, 2026 · share of each fund

ACIO vs QQQ Returns, Every Period

AptusACIO

+8.7%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

ACIOQQQFaded: behind in that period

0–4QQQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: ACIO vs QQQ

YTD

AptusACIO

+6.1%

QQQInvesco

+11.0%

+6.1%Year to date+11.0%

−6.6%Worst drop · 1Y−14.8%

9.9%Volatility · 1Y21.5%

0.4%Yield0.5%

$2.3BAssets$446B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

ACIO0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ACIO, QQQ

0.46%highest, QQQ

FundTrailing yieldYield$10k

QQQ0.46%$46

ACIO0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$28most kept, QQQ

QQQ$46 − $18 = $28

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ACIO, QQQ

Today

51.3%most shared, ACIO and QQQ

ACIOQQQ

ACIO—51.3%

QQQ51.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%QQQ, at 21.5% volatility

ACIOWorst drop−6.6%9.9% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

QQQACIO

+11.0%Year to date+6.1%

0.5%Yield0.4%

+11.6%Past year+6.7%

0.18%Fee0.79%

4–0QQQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$32.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026