Compare · 3 funds side by side · dividends reinvested

ACIO, TLTW and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

ACIO, TLTW 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%$120B1.5

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

iShares 20+ Year Treasury Bond BuyWrite Strategy ETFIncome · Covered calls0.35%10.78%+1.0%+0.5%+5.3%[…]−9.6%8.3%$1.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ACIO 2019 · TLTW 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

TLTW

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF · $1.6B[…]

$10,000 five years ago, dividends reinvested

ACIOMeasureTLTW

+4.7%Year to dateJan 1 → Nov 6+1.0%

+4.4%1 yearTotal return+0.5%

+15.0%3 years · per year$10,000 became $15,213 · $11,668+5.3%

+8.4%5 years · per year$10,000 became $14,959 · […][…]

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

0.40%Trailing 12-mo yield$40 · $1,078 a year on $10k10.78%

−6.6%Worst dropSmaller is better−9.6%

9.9%VolatilityLower is calmer8.3%

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

4–3ACIO 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 TLTW: Top 5 Holdings

Today

ACIO

29.4%in top 5

TLTW

in top 5[…]

ACIOStockTLTW

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 TLTW Returns, Every Period

AptusACIO

+4.4%

past year

TLTWiShares

+0.5%

past year

ACIOTLTWFaded: behind in that period

3–0ACIO wins

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

ACIO vs TLTW

YTD

AptusACIO

+4.7%

TLTWiShares

+1.0%

+4.7%Year to date+1.0%

−6.6%Worst drop · 1Y−9.6%

9.9%Volatility · 1Y8.3%

0.4%Yield10.8%

$2.4BAssets$1.6B

2–2level

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

Cost, Income and Risk

Fees: ACIO, TLTW, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TLTW0.35%$35

ACIO0.79%$79

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

Yields: ACIO, TLTW, SCHD

10.78%highest, TLTW

FundTrailing yieldYield$10k

TLTW10.78%$1,078

SCHD3.00%$300

ACIO0.40%$40

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

Income After Fees on $10,000

$1,043most kept, TLTW

TLTW$1,078 − $35 = $1,043

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: ACIO, TLTW, SCHD

Today

8.6%most shared, ACIO and SCHD

ACIOTLTWSCHD

ACIO—[…]8.6%

TLTW[…]—[…]

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

TLTWWorst drop−9.6%8.3% vol

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

TLTWSCHD

+1.0%Year to date+31.4%

10.8%Yield3.0%

+0.5%Past year+37.0%

0.35%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