Compare · 4 funds side by side · dividends reinvested

ACIO, SDTY, DGRO and SCHD

ACIOAptus×SDTYYieldMax×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

ACIO, SDTY, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B3.0

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$39M3.2

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ACIO 2019 · SDTY 2025 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$14,959

ACIO

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

$10,000 five years ago, dividends reinvested

ACIOMeasureSDTY

+4.7%Year to dateJan 1 → Nov 6+8.6%

+4.4%1 yearTotal return+10.8%

+15.0%3 years · per year$10,000 became $15,213 · […][…]

+8.4%5 years · per year$10,000 became $14,959 · […][…]

0.79%Expense ratio$79 · $108 a year on $10k · lower is better1.08%

0.40%Trailing 12-mo yield$40 · $2,963 a year on $10k29.63%

−6.6%Worst dropSmaller is better−8.0%

9.9%VolatilityLower is calmer12.6%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs SDTY: Top 5 Holdings

Today

ACIO

29.4%in top 5

SDTY

in top 5[…]

ACIOStockSDTY

7.8%AAPLnot top 5

6.8%NVDAnot top 5

6.2%MSFTnot top 5

4.7%GOOGnot top 5

4.0%AMZNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

ACIO vs SDTY Returns, Every Period

AptusACIO

+4.4%

past year

SDTYYieldMax

+10.8%

past year

ACIOSDTYFaded: behind in that period

0–2SDTY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ACIO vs SDTY

YTD

AptusACIO

+4.7%

SDTYYieldMax

+8.6%

+4.7%Year to date+8.6%

−6.6%Worst drop · 1Y−8.0%

9.9%Volatility · 1Y12.6%

0.4%Yield29.6%

$2.3BAssets$39.3M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, SDTY, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

ACIO0.79%$79

SDTY1.08%$108

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACIO, SDTY, DGRO, SCHD

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

SCHD3.00%$300

DGRO1.87%$187

ACIO0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ACIO, SDTY, DGRO, SCHD

Today

41.4%most shared, ACIO and DGRO

ACIOSDTYDGROSCHD

ACIO—[…]41.4%8.6%

SDTY[…]—[…][…]

DGRO41.4%[…]—21.3%

SCHD8.6%[…]21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYSCHD

+8.6%Year to date+31.4%

29.6%Yield3.0%

+10.8%Past year+37.0%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026