Compare · 3 funds side by side · dividends reinvested

ACIO, YLDY and VIG

ACIOAptus×YLDYHorizon Funds×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

ACIO, YLDY 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%$109B1.4

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.84%[…][…][…][…][…][…]$21M1.5

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+7.2%+6.3%+16.4%+9.1%−6.6%9.6%$2.3B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: ACIO 2019 · YLDY 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.3B$14,980

ACIO

YLDY

Horizon Funds - Horizon High Income ETF · $21M[…]

$10,000 five years ago, dividends reinvested · they hold 54.6% in common

ACIOMeasureYLDY

+7.2%Year to dateJan 1 → Nov 5[…]

+6.3%1 yearTotal return[…]

+16.4%3 years · per year$10,000 became $15,774 · […][…]

+9.1%5 years · per year$10,000 became $15,425 · […][…]

0.79%Expense ratio$79 · $70 a year on $10k · lower is better0.70%

0.39%Trailing 12-mo yield$39 · $184 a year on $10k1.84%

−6.6%Worst dropSmaller is better[…]

9.6%VolatilityLower is calmer[…]

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

0–2YLDY wins

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

More Ways to See the Pairs

ACIO vs YLDY: Top 5 Holdings

Today

ACIO

29.9%in top 5

YLDY

in top 521.3%

ACIOStockYLDY

7.7%AAPLnot top 5

7.3%NVDA6.4%

6.2%MSFT6.2%

4.6%GOOGnot top 5

not top 5GOOGL4.3%

3.9%AMZNnot top 5

not top 5AVGO2.3%

not top 5JPM2.1%

Held in common54.6%

End-of-day Nov 5, 2026 · share of each fund

ACIO vs YLDY Returns, Every Period

AptusACIO

+6.3%

past year

YLDYHorizon Funds

[…]

past year

Returns […]

ACIOYLDYFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ACIO vs YLDY

YTD

AptusACIO

+7.2%

YLDYHorizon Funds

[…]

+7.2%Year to date[…]

−6.6%Worst drop · 1Y[…]

9.6%Volatility · 1Y[…]

0.4%Yield1.8%

$2.3BAssets$20.9M

1–0YLDY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, YLDY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

YLDY0.70%$70

ACIO0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACIO, YLDY, VIG

1.84%highest, YLDY

FundTrailing yieldYield$10k

YLDY1.84%$184

VIG1.44%$144

ACIO0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

YLDY$184 − $70 = $114

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ACIO, YLDY, VIG

Today

54.6%most shared, ACIO and YLDY

ACIOYLDYVIG

ACIO—54.6%42.8%

YLDY54.6%—40.9%

VIG42.8%40.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

ACIOWorst drop−6.6%9.6% vol

VIGWorst drop−7.9%10.2% vol

YLDYWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

YLDYVIG

[…]Year to date+16.4%

1.8%Yield1.4%

[…]Past year+18.9%

0.70%Fee0.04%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026