Compare · 3 funds side by side · dividends reinvested

DJIA, ACIO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

DJIA, ACIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Global X - Dow 30 Covered Call ETFIncome · Covered calls0.60%9.88%+9.5%+13.1%+12.3%[…]−7.3%8.5%$204M2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: DJIA 2022 · ACIO 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Dow 30 Covered Call ETF · $204M[…]

DJIA

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$15,189

$10,000 five years ago, dividends reinvested · they hold 29.5% in common

DJIAMeasureACIO

+9.5%Year to dateJan 1 → Nov 9+6.1%

+13.1%1 yearTotal return+6.7%

+12.3%3 years · per year$10,000 became $14,175 · $15,169+14.9%

[…]5 years · per year$10,000 became […] · $15,189+8.7%

0.60%Expense ratio$60 · $79 a year on $10k · lower is better0.79%

9.88%Trailing 12-mo yield$988 · $39 a year on $10k0.39%

−7.3%Worst dropSmaller is better−6.6%

8.5%VolatilityLower is calmer9.9%

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

5–2DJIA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DJIA vs ACIO: Top 5 Holdings

Today

DJIA

33.0%in top 5

ACIO

in top 529.8%

DJIAStockACIO

10.1%GSnot top 5

not top 5AAPL7.8%

not top 5NVDA7.1%

6.5%CATnot top 5

6.2%MSFT6.2%

5.4%AMGNnot top 5

4.9%Vnot top 5

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common29.5%

End-of-day Nov 9, 2026 · share of each fund

DJIA vs ACIO Returns, Every Period

Global XDJIA

+13.1%

past year

ACIOAptus

+6.7%

past year

DJIAACIOFaded: behind in that period

2–1DJIA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DJIA vs SCHD

YTD

Global XDJIA

+9.5%

SCHDSchwab

+33.2%

+9.5%Year to date+33.2%

−7.3%Worst drop · 1Y−6.9%

8.5%Volatility · 1Y11.8%

9.9%Yield3.0%

$204MAssets$120B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DJIA, ACIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DJIA0.60%$60

ACIO0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DJIA, ACIO, SCHD

9.88%highest, DJIA

FundTrailing yieldYield$10k

DJIA9.88%$988

SCHD2.96%$296

ACIO0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$928most kept, DJIA

DJIA$988 − $60 = $928

SCHD$296 − $6 = $290

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DJIA, ACIO, SCHD

Today

29.5%most shared, DJIA and ACIO

DJIAACIOSCHD

DJIA—29.5%19.2%

ACIO29.5%—8.5%

SCHD19.2%8.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DJIAWorst drop−7.3%8.5% vol

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DJIASCHD

+9.5%Year to date+33.2%

9.9%Yield3.0%

+13.1%Past year+39.1%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026