Compare · 3 funds side by side · dividends reinvested

ACIO, STOX and VIG

ACIOAptus×STOXHorizon Funds×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

ACIO, STOX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B2.1

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.18%+8.6%+10.6%[…][…]−9.3%13.7%$243M2.5

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 · STOX 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

STOX

Horizon Funds - Horizon Core Equity ETF · $243M[…]

$10,000 five years ago, dividends reinvested · they hold 48.4% in common

ACIOMeasureSTOX

+4.7%Year to dateJan 1 → Nov 6+8.6%

+4.4%1 yearTotal return+10.6%

+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 · $70 a year on $10k · lower is better0.70%

0.40%Trailing 12-mo yield$40 · $18 a year on $10k0.18%

−6.6%Worst dropSmaller is better−9.3%

9.9%VolatilityLower is calmer13.7%

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

3–3Level

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 STOX: Top 5 Holdings

Today

ACIO

29.4%in top 5

STOX

in top 525.0%

ACIOStockSTOX

7.8%AAPLnot top 5

6.8%NVDA5.7%

not top 5MAGS6.4%

6.2%MSFT5.8%

4.7%GOOGnot top 5

not top 5GOOGL4.5%

4.0%AMZNnot top 5

not top 5LLY2.4%

Held in common48.4%

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

ACIO vs STOX Returns, Every Period

AptusACIO

+4.4%

past year

STOXHorizon Funds

+10.6%

past year

ACIOSTOXFaded: behind in that period

0–2STOX wins

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

ACIO vs VIG

YTD

AptusACIO

+4.7%

VIGVanguard

+12.1%

+4.7%Year to date+12.1%

−6.6%Worst drop · 1Y−7.9%

9.9%Volatility · 1Y10.8%

0.4%Yield1.5%

$2.4BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: ACIO, STOX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

STOX0.70%$70

ACIO0.79%$79

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

Yields: ACIO, STOX, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

ACIO0.40%$40

STOX0.18%$18

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

STOX$18 − $70 = −$52

KeptFee

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

Overlap: ACIO, STOX, VIG

Today

48.4%most shared, ACIO and STOX

ACIOSTOXVIG

ACIO—48.4%42.3%

STOX48.4%—36.2%

VIG42.3%36.2%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

ACIOWorst drop−6.6%9.9% vol

VIGWorst drop−7.9%10.8% vol

STOXWorst drop−9.3%13.7% vol

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

Paid More vs Made More

YTD

VIGSTOX

+12.1%Year to date+8.6%

1.5%Yield0.2%

+14.3%Past year+10.6%

0.04%Fee0.70%

4–0VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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