Compare · 2 funds side by side · dividends reinvested

ACIO and SPYM

ACIOAptus×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

ACIO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B1.8

Rank among the two1st → 2ndFee, 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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 75.1% in common

ACIOMeasureSPYM

+7.2%Year to dateJan 1 → Nov 4+13.4%

+6.3%1 yearTotal return+13.5%

+16.4%3 years · per year$10,000 became $15,774 · $19,186+24.3%

+9.1%5 years · per year$10,000 became $15,425 · $18,126+12.6%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

0.39%Trailing 12-mo yield$39 · $101 a year on $10k1.01%

−6.6%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer12.8%

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

2–6SPYM wins

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 SPYM: Top 5 Holdings

Today

ACIO

29.2%in top 5

SPYM

in top 527.3%

ACIOStockSPYM

7.6%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

4.5%GOOGnot top 5

3.7%AMZN3.8%

not top 5GOOGL2.5%

Held in common75.1%

End-of-day Nov 4, 2026 · share of each fund

ACIO vs SPYM Returns, Every Period

AptusACIO

+9.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ACIOSPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: ACIO vs SPYM

YTD

AptusACIO

+7.2%

SPYMSPDR

+13.4%

+7.2%Year to date+13.4%

−6.6%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y12.8%

0.4%Yield1.0%

$2.3BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: ACIO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ACIO0.79%$79

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

Yields: ACIO, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

ACIO0.39%$39

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, SPYM

Today

75.1%most shared, ACIO and SPYM

ACIOSPYM

ACIO—75.1%

SPYM75.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

ACIOWorst drop−6.6%9.6% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SPYMACIO

+13.4%Year to date+7.2%

1.0%Yield0.4%

+13.5%Past year+6.3%

0.02%Fee0.79%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026