Compare · 4 funds side by side · dividends reinvested

ACIO, YLDY, VIG and SCHD

ACIOAptus×YLDYHorizon Funds×VIGVanguard×SCHDSchwab×

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

02 / 04

ACIO, YLDY, VIG 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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.91%[…][…][…][…][…][…]$20M2.5

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B2.8

Rank among the four1st → 4thFee, 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 · YLDY 2026 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ACIO

YLDY

Horizon Funds - Horizon High Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested · they hold 53.6% in common

ACIOMeasureYLDY

+4.7%Year to dateJan 1 → Nov 6[…]

+4.4%1 yearTotal return[…]

+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 · $70 a year on $10k · lower is better0.70%

0.40%Trailing 12-mo yield$40 · $191 a year on $10k1.91%

−6.6%Worst dropSmaller is better[…]

9.9%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 6, 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

29.4%in top 5

YLDY

in top 521.0%

ACIOStockYLDY

7.8%AAPLnot top 5

6.8%NVDA6.1%

6.2%MSFT6.3%

4.7%GOOGnot top 5

not top 5GOOGL4.4%

4.0%AMZNnot top 5

not top 5AVGO2.1%

not top 5JPM2.1%

Held in common53.6%

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

ACIO vs YLDY Returns, Every Period

AptusACIO

+4.4%

past year

YLDYHorizon Funds

[…]

past year

Returns […]

ACIOYLDYFaded: behind in that period

0–0Level

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

ACIO vs SCHD

YTD

AptusACIO

+4.7%

SCHDSchwab

+31.4%

+4.7%Year to date+31.4%

−6.6%Worst drop · 1Y−6.9%

9.9%Volatility · 1Y11.7%

0.4%Yield3.0%

$2.3BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: ACIO, YLDY, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

YLDY0.70%$70

ACIO0.79%$79

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

Yields: ACIO, YLDY, VIG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

YLDY1.91%$191

VIG1.50%$150

ACIO0.40%$40

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

YLDY$191 − $70 = $121

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: ACIO, YLDY, VIG, SCHD

Today

53.6%most shared, ACIO and YLDY

ACIOYLDYVIGSCHD

ACIO—53.6%42.3%8.6%

YLDY53.6%—41.0%12.2%

VIG42.3%41.0%—14.5%

SCHD8.6%12.2%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

YLDYWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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