Compare · 3 funds side by side · dividends reinvested

ACIO, SDTY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

ACIO, SDTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B2.1

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%28.64%+12.2%+13.8%[…][…]−8.0%11.8%$40M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ACIO 2019 · SDTY 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $40M[…]

$10,000 five years ago, dividends reinvested

ACIOMeasureSDTY

+7.2%Year to dateJan 1 → Nov 4+12.2%

+6.3%1 yearTotal return+13.8%

+16.4%3 years · per year$10,000 became $15,774 · […][…]

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

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

0.39%Trailing 12-mo yield$39 · $2,864 a year on $10k28.64%

−6.6%Worst dropSmaller is better−8.0%

9.6%VolatilityLower is calmer11.8%

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

3–3Level

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 SDTY: Top 5 Holdings

Today

ACIO

29.2%in top 5

SDTY

in top 5[…]

ACIOStockSDTY

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 SDTY Returns, Every Period

AptusACIO

+6.3%

past year

SDTYYieldMax

+13.8%

past year

ACIOSDTYFaded: behind in that period

0–2SDTY wins

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

ACIO vs SDTY

YTD

AptusACIO

+7.2%

SDTYYieldMax

+12.2%

+7.2%Year to date+12.2%

−6.6%Worst drop · 1Y−8.0%

9.6%Volatility · 1Y11.8%

0.4%Yield28.6%

$2.3BAssets$40.4M

2–2level

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

Cost, Income and Risk

Fees: ACIO, SDTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

SDTY1.08%$108

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

Yields: ACIO, SDTY, SCHD

28.64%highest, SDTY

FundTrailing yieldYield$10k

SDTY28.64%$2,864

SCHD2.91%$291

ACIO0.39%$39

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

Income After Fees on $10,000

$2,756most kept, SDTY

SDTY$2,864 − $108 = $2,756

SCHD$291 − $6 = $285

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, SDTY, SCHD

Today

8.6%most shared, ACIO and SCHD

ACIOSDTYSCHD

ACIO—[…]8.6%

SDTY[…]—[…]

SCHD8.6%[…]—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

ACIOWorst drop−6.6%9.6% vol

SCHDWorst drop−6.9%11.5% vol

SDTYWorst drop−8.0%11.8% vol

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

Paid More vs Made More

YTD

SDTYSCHD

+12.2%Year to date+35.3%

28.6%Yield2.9%

+13.8%Past year+41.6%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026