Compare · 2 funds side by side · dividends reinvested

CTEF and ACIO

CTEFCastellan×ACIOAptus×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,995ACIO · best of the two

Story of the two · IncomeMost incomeACIO · 0.39% · $39 a year on $10k

Story of the two · RiskSmallest drop

CTEF and ACIO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.2%+5.2%+14.5%+8.4%−6.6%9.9%$2.3B1.4

EA Series Trust - Castellan Targeted Equity ETFIncome · Covered calls0.45%0.06%+20.0%+21.4%[…][…]−17.9%24.6%$607M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CTEF 2025 · ACIO 2019

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Aptus Collared Income Opportunity ETF · $2.3B$14,995

ACIO

CTEF

EA Series Trust - Castellan Targeted Equity ETF · $607M[…]

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

ACIOMeasureCTEF

+6.2%

More Ways to See the Pairs

ACIO vs CTEF: Top 5 Holdings

Today

ACIO

29.1%in top 5

CTEF

in top 528.5%

ACIOStockCTEF

8.0%AAPLnot top 5

6.2%NVDAnot top 5

not top 5VIRT6.2%

6.0%MSFTnot top 5

not top 5NTAP5.9%

Cost, Income and Risk

Fees: CTEF, ACIO

Today

0.45%lowest, CTEF

FundExpense ratioFee$10k

CTEF0.45%$45

ACIO0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CTEF, ACIO

1Y

0.39%highest, ACIO

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+20.0%

+5.2%1 yearTotal return+21.4%

+14.5%3 years · per year$10,000 became $15,029 · […][…]

+8.4%5 years · per year$10,000 became $14,995 · […][…]

0.79%Expense ratio$79 · $45 a year on $10k · lower is better0.45%

0.39%Trailing 12-mo yield$39 · $6 a year on $10k0.06%

−6.6%Worst dropSmaller is better−17.9%

9.9%VolatilityLower is calmer24.6%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5FTDR5.8%

not top 5WEX5.3%

not top 5PLMR5.3%

4.9%GOOGnot top 5

4.0%AMZNnot top 5

Held in common9.2%

End-of-day Nov 13, 2026 · share of each fund

ACIO vs CTEF Returns, Every Period

1Y

AptusACIO

+5.2%

past year

CTEFCastellan

+21.4%

past year

ACIOCTEFFaded: behind in that period

0–2CTEF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

ACIO vs CTEF

YTD

AptusACIO

+6.2%

CTEFCastellan

+20.0%

+6.2%Year to date+20.0%

−6.6%Worst drop · 1Y−17.9%

9.9%Volatility · 1Y24.6%

0.4%Yield0.1%

$2.3BAssets$607M

3–1ACIO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

ACIO0.39%$39

CTEF0.06%$6

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$39most kept, CTEF

CTEF$6 − $45 = −$39

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CTEF, ACIO

Today

9.2%most shared, CTEF and ACIO

CTEFACIO

CTEF—9.2%

ACIO9.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.4%CTEF, at 24.6% volatility

ACIOWorst drop−6.6%9.9% vol

CTEFWorst drop−17.9%24.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

ACIOCTEF

+6.2%Year to date+20.0%

0.4%Yield0.1%

+5.2%Past year+21.4%

0.79%Fee0.45%

3–1CTEF wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CTEF and ACIO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two