Compare · 3 funds side by side · dividends reinvested

ACIO, ULTY 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, ULTY 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%$120B1.4

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B1.9

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%104.52%−4.9%−14.3%[…][…]−17.3%22.8%$540M2.7

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 · ULTY 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$14,959

ACIO

ULTY

YieldMax Ultra Option Income Strategy ETF · $540M[…]

$10,000 five years ago, dividends reinvested · they hold 10.8% in common

ACIOMeasureULTY

+4.7%Year to dateJan 1 → Nov 6−4.9%

+4.4%1 yearTotal return−14.3%

+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 · $140 a year on $10k · lower is better1.40%

0.40%Trailing 12-mo yield$40 · $10,452 a year on $10k104.52%

−6.6%Worst dropSmaller is better−17.3%

9.9%VolatilityLower is calmer22.8%

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

5–1ACIO 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 ULTY: Top 5 Holdings

Today

ACIO

29.4%in top 5

ULTY

in top 525.4%

ACIOStockULTY

7.8%AAPLnot top 5

6.8%NVDAnot top 5

6.2%MSFTnot top 5

not top 5ADI5.3%

not top 5BABA5.2%

not top 5GOOGL5.2%

not top 5GDX4.9%

not top 5SHOP4.7%

4.7%GOOGnot top 5

4.0%AMZNnot top 5

Held in common10.8%

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

ACIO vs ULTY Returns, Every Period

AptusACIO

+4.4%

past year

ULTYYieldMax

−14.3%

past year

ACIOULTYFaded: behind in that period

2–0ACIO wins

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

ACIO vs ULTY

YTD

AptusACIO

+4.7%

ULTYYieldMax

−4.9%

+4.7%Year to date−4.9%

−6.6%Worst drop · 1Y−17.3%

9.9%Volatility · 1Y22.8%

0.4%Yield104.5%

$2.3BAssets$540M

3–1ACIO wins

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

Cost, Income and Risk

Fees: ACIO, ULTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ACIO0.79%$79

ULTY1.40%$140

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

Yields: ACIO, ULTY, SCHD

104.52%highest, ULTY

FundTrailing yieldYield$10k

ULTY104.52%$10,452

SCHD3.00%$300

ACIO0.40%$40

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

Income After Fees on $10,000

$10,312most kept, ULTY

ULTY$10,452 − $140 = $10,312

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: ACIO, ULTY, SCHD

Today

10.8%most shared, ACIO and ULTY

ACIOULTYSCHD

ACIO—10.8%8.6%

ULTY10.8%—0.0%

SCHD8.6%0.0%—

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

ULTYWorst drop−17.3%22.8% vol

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

Paid More vs Made More

YTD

ULTYSCHD

−4.9%Year to date+31.4%

104.5%Yield3.0%

−14.3%Past year+37.0%

1.40%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026