Compare · 3 funds side by side · dividends reinvested

ACIO, SDTY and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSDTY · 29.34% · $2,934 a year on $10k

Story of the three · RiskSmallest drop

ACIO, SDTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+5.9%+6.6%+14.6%+8.6%−6.6%9.9%$2.3B2.1

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.34%+9.7%+13.0%[…][…]−8.0%12.6%$39M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: ACIO 2019 · SDTY 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,428

SCHD

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,100

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

SCHD

More Ways to See the Pairs

SCHD vs ACIO: Top 5 Holdings

Today

SCHD

21.4%in top 5

ACIO

in top 529.6%

SCHDStockACIO

not top 5AAPL7.9%

not top 5NVDA6.7%

not top 5MSFT6.3%

not top 5GOOG4.7%

4.4%PGnot top 5

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 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

ACIO

+33.8%Year to dateJan 1 → Nov 10+5.9%

+38.8%1 yearTotal return+6.6%

+19.5%3 years · per year$10,000 became $17,062 · $15,046+14.6%

+10.4%5 years · per year$10,000 became $16,428 · $15,100+8.6%

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

2.94%Trailing 12-mo yield$294 · $39 a year on $10k0.39%

−6.9%Worst dropSmaller is better−6.6%

11.8%VolatilityLower is calmer9.9%

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

6–2SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5AMZN4.1%

Held in common8.5%

End-of-day Nov 10, 2026 · share of each fund

SCHD vs ACIO Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

ACIOAptus

+8.6%

5 years, per year

SCHDACIOFaded: behind in that period

4–0SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SCHD vs SDTY

YTD

SchwabSCHD

+33.8%

SDTYYieldMax

+9.7%

+33.8%Year to date+9.7%

−6.9%Worst drop · 1Y−8.0%

11.8%Volatility · 1Y12.6%

2.9%Yield29.3%

$123BAssets$39.5M

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: ACIO, SDTY, SCHD

1Y

29.34%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.34%$2,934

SCHD2.94%$294

ACIO0.39%$39

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$2,826most kept, SDTY

SDTY$2,934 − $108 = $2,826

SCHD$294 − $6 = $288

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ACIO, SDTY, SCHD

Today

8.5%most shared, ACIO and SCHD

ACIOSDTYSCHD

ACIO—[…]8.5%

SDTY[…]—[…]

SCHD8.5%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.8% vol

SDTYWorst drop−8.0%12.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYSCHD

+9.7%Year to date+33.8%

29.3%Yield2.9%

+13.0%Past year+38.8%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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ACIO, SDTY and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ACIO, SDTY, SCHD