Compare · 3 funds side by side · dividends reinvested

ACIO, SLVO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,876SLVO · best of the three

02 / 04

ACIO, SLVO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

UBS ETRACS Silver Shares Covered Call ETNIncome · Covered calls0.65%85.44%−10.2%+4.7%+24.3%+12.3%−27.1%36.9%$344M2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B2.4

Rank among the three1st → 3rdFee, 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 · SLVO 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.4B$14,959

ACIO

SLVO

UBS ETRACS Silver Shares Covered Call ETN · $344M$17,876

$10,000 five years ago, dividends reinvested

ACIOMeasureSLVO

+4.7%Year to dateJan 1 → Nov 6−10.2%

+4.4%1 yearTotal return+4.7%

+15.0%3 years · per year$10,000 became $15,213 · $19,184+24.3%

+8.4%5 years · per year$10,000 became $14,959 · $17,876+12.3%

0.79%Expense ratio$79 · $65 a year on $10k · lower is better0.65%

0.40%Trailing 12-mo yield$40 · $8,544 a year on $10k85.44%

−6.6%Worst dropSmaller is better−27.1%

9.9%VolatilityLower is calmer36.9%

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

3–5SLVO wins

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 SLVO: Top 5 Holdings

Today

ACIO

29.4%in top 5

SLVO

in top 5[…]

ACIOStockSLVO

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 SLVO Returns, Every Period

AptusACIO

+8.4%

5 years, per year

SLVOETRACS

+12.3%

5 years, per year

ACIOSLVOFaded: behind in that period

1–3SLVO wins

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

ACIO vs SLVO

YTD

AptusACIO

+4.7%

SLVOETRACS

−10.2%

+4.7%Year to date−10.2%

−6.6%Worst drop · 1Y−27.1%

9.9%Volatility · 1Y36.9%

0.4%Yield85.4%

$2.4BAssets$344M

3–1ACIO wins

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

Cost, Income and Risk

Fees: ACIO, SLVO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SLVO0.65%$65

ACIO0.79%$79

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

Yields: ACIO, SLVO, SCHD

85.44%highest, SLVO

FundTrailing yieldYield$10k

SLVO85.44%$8,544

SCHD3.00%$300

ACIO0.40%$40

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

Income After Fees on $10,000

$8,479most kept, SLVO

SLVO$8,544 − $65 = $8,479

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: ACIO, SLVO, SCHD

Today

8.6%most shared, ACIO and SCHD

ACIOSLVOSCHD

ACIO—[…]8.6%

SLVO[…]—[…]

SCHD8.6%[…]—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.7% vol

SLVOWorst drop−27.1%36.9% vol

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

Paid More vs Made More

YTD

SLVOSCHD

−10.2%Year to date+31.4%

85.4%Yield3.0%

+4.7%Past year+37.0%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026