Compare · 2 funds side by side · dividends reinvested

ACIO and XYLD

ACIOAptus×XYLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,217ACIO · best of the two

02 / 04

ACIO and XYLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.33%+10.1%+14.4%+14.8%+7.2%−5.3%7.0%$3.3B1.3

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.4%+5.6%+16.4%+8.8%−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 3, 2026 · returns include dividends · since: ACIO 2019 · XYLD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$15,217

ACIO

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$14,171

$10,000 five years ago, dividends reinvested · they hold 75.0% in common

ACIOMeasureXYLD

+6.4%Year to dateJan 1 → Nov 3+10.1%

+5.6%1 yearTotal return+14.4%

+16.4%3 years · per year$10,000 became $15,777 · $15,127+14.8%

+8.8%5 years · per year$10,000 became $15,217 · $14,171+7.2%

0.79%Expense ratio$79 · $60 a year on $10k · lower is better0.60%

0.39%Trailing 12-mo yield$39 · $1,033 a year on $10k10.33%

−6.6%Worst dropSmaller is better−5.3%

9.6%VolatilityLower is calmer7.0%

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

2–6XYLD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs XYLD: Top 5 Holdings

Today

ACIO

29.0%in top 5

XYLD

in top 527.5%

ACIOStockXYLD

7.5%AAPL7.7%

7.5%NVDA7.6%

5.8%MSFT6.0%

4.5%GOOGnot top 5

3.7%AMZN3.6%

not top 5GOOGL2.5%

Held in common75.0%

End-of-day Nov 3, 2026 · share of each fund

ACIO vs XYLD Returns, Every Period

AptusACIO

+8.8%

5 years, per year

XYLDGlobal X

+7.2%

5 years, per year

ACIOXYLDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ACIO vs XYLD

YTD

AptusACIO

+6.4%

XYLDGlobal X

+10.1%

+6.4%Year to date+10.1%

−6.6%Worst drop · 1Y−5.3%

9.6%Volatility · 1Y7.0%

0.4%Yield10.3%

$2.3BAssets$3.3B

4–0XYLD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, XYLD

Today

0.60%lowest, XYLD

FundExpense ratioFee$10k

XYLD0.60%$60

ACIO0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ACIO, XYLD

10.33%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.33%$1,033

ACIO0.39%$39

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ACIO, XYLD

Today

75.0%most shared, ACIO and XYLD

ACIOXYLD

ACIO—75.0%

XYLD75.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.4%XYLD, at 7.0% volatility

XYLDWorst drop−5.3%7.0% vol

ACIOWorst drop−6.6%9.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDACIO

+10.1%Year to date+6.4%

10.3%Yield0.4%

+14.4%Past year+5.6%

0.60%Fee0.79%

4–0XYLD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026