Compare · 2 funds side by side · dividends reinvested

ACIO and VIG

ACIOAptus×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

ACIO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

ACIOMeasureVIG

+7.2%Year to dateJan 1 → Nov 4+16.4%

+6.3%1 yearTotal return+18.9%

+16.4%3 years · per year$10,000 became $15,774 · $17,533+20.6%

+9.1%5 years · per year$10,000 became $15,425 · $17,005+11.2%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

0.39%Trailing 12-mo yield$39 · $144 a year on $10k1.44%

−6.6%Worst dropSmaller is better−7.9%

9.6%VolatilityLower is calmer10.2%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

ACIO

29.2%in top 5

VIG

in top 522.1%

ACIOStockVIG

7.6%NVDAnot top 5

7.4%AAPL4.9%

5.9%MSFT4.9%

4.5%GOOGnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.7%AMZNnot top 5

Held in common42.6%

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

ACIO vs VIG Returns, Every Period

AptusACIO

+9.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ACIOVIGFaded: behind in that period

0–4VIG wins

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

ACIO vs VIG

YTD

AptusACIO

+7.2%

VIGVanguard

+16.4%

+7.2%Year to date+16.4%

−6.6%Worst drop · 1Y−7.9%

9.6%Volatility · 1Y10.2%

0.4%Yield1.4%

$2.3BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: ACIO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ACIO0.79%$79

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

Yields: ACIO, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

ACIO0.39%$39

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: ACIO, VIG

Today

42.6%most shared, ACIO and VIG

ACIOVIG

ACIO—42.6%

VIG42.6%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

ACIOWorst drop−6.6%9.6% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGACIO

+16.4%Year to date+7.2%

1.4%Yield0.4%

+18.9%Past year+6.3%

0.04%Fee0.79%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026