Compare · 3 funds side by side · dividends reinvested

ACIO, SOLM and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,959ACIO · best of the three

02 / 04

ACIO, SOLM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B1.9

Amplify ETF Trust - Amplify Solana 3% Monthly Option Income ETFIncome · Covered calls0.75%61.19%−47.0%−57.9%[…][…]−63.4%63.3%$2M2.5

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 · SOLM 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

SOLM

Amplify ETF Trust - Amplify Solana 3% Monthly Option Income ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ACIOMeasureSOLM

+4.7%Year to dateJan 1 → Nov 6−47.0%

+4.4%1 yearTotal return−57.9%

+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 · $75 a year on $10k · lower is better0.75%

0.40%Trailing 12-mo yield$40 · $6,119 a year on $10k61.19%

−6.6%Worst dropSmaller is better−63.4%

9.9%VolatilityLower is calmer63.3%

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

4–2ACIO 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 SOLM: Top 5 Holdings

Today

ACIO

29.4%in top 5

SOLM

in top 593.8%

ACIOStockSOLM

not top 5AGPXX33.5%

not top 5BSOL28.6%

not top 5912797VY13.2%

not top 5912797VZ10.6%

not top 5912797VA7.9%

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 common0.0%

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

ACIO vs SOLM Returns, Every Period

AptusACIO

+4.4%

past year

SOLMAmplify

−57.9%

past year

ACIOSOLMFaded: behind in that period

2–0ACIO wins

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

ACIO vs SOLM

YTD

AptusACIO

+4.7%

SOLMAmplify

−47.0%

+4.7%Year to date−47.0%

−6.6%Worst drop · 1Y−63.4%

9.9%Volatility · 1Y63.3%

0.4%Yield61.2%

$2.4BAssets$2.0M

3–1ACIO wins

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

Cost, Income and Risk

Fees: ACIO, SOLM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SOLM0.75%$75

ACIO0.79%$79

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

Yields: ACIO, SOLM, JEPI

61.19%highest, SOLM

FundTrailing yieldYield$10k

SOLM61.19%$6,119

JEPI8.09%$809

ACIO0.40%$40

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

Income After Fees on $10,000

$6,044most kept, SOLM

SOLM$6,119 − $75 = $6,044

JEPI$809 − $35 = $774

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: ACIO, SOLM, JEPI

Today

38.0%most shared, ACIO and JEPI

ACIOSOLMJEPI

ACIO—0.0%38.0%

SOLM0.0%—0.0%

JEPI38.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

ACIOWorst drop−6.6%9.9% vol

SOLMWorst drop−63.4%63.3% vol

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

Paid More vs Made More

YTD

SOLMJEPI

−47.0%Year to date+5.3%

61.2%Yield8.1%

−57.9%Past year+8.2%

0.75%Fee0.35%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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