Compare · 4 funds side by side · dividends reinvested

GLDI, ACIO, SCHD and VYM

GLDIETRACS×ACIOAptus×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

GLDI, ACIO, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.39%+6.1%+6.7%+14.9%+8.7%−6.6%9.9%$2.3B3.0

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Income · Covered calls0.65%27.59%−1.9%+5.0%+18.0%+11.4%−16.0%18.7%$176M3.1

Rank among the four1st → 4thFee, 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: GLDI 2013 · ACIO 2019 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176M$17,138

GLDI

ACIO

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

$10,000 five years ago, dividends reinvested

GLDIMeasureACIO

−1.9%Year to dateJan 1 → Nov 9+6.1%

+5.0%1 yearTotal return+6.7%

+18.0%3 years · per year$10,000 became $16,433 · $15,169+14.9%

+11.4%5 years · per year$10,000 became $17,138 · $15,189+8.7%

0.65%Expense ratio$65 · $79 a year on $10k · lower is better0.79%

27.59%Trailing 12-mo yield$2,759 · $39 a year on $10k0.39%

−16.0%Worst dropSmaller is better−6.6%

18.7%VolatilityLower is calmer9.9%

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

4–4Level

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

More Ways to See the Pairs

GLDI vs ACIO: Top 5 Holdings

Today

GLDI

[…]in top 5

ACIO

in top 529.8%

GLDIStockACIO

not top 5AAPL7.8%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common[…]

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

GLDI vs ACIO Returns, Every Period

ETRACSGLDI

+11.4%

5 years, per year

ACIOAptus

+8.7%

5 years, per year

GLDIACIOFaded: behind in that period

2–2Level

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

GLDI vs SCHD

YTD

ETRACSGLDI

−1.9%

SCHDSchwab

+33.2%

−1.9%Year to date+33.2%

−16.0%Worst drop · 1Y−6.9%

18.7%Volatility · 1Y11.8%

27.6%Yield3.0%

$176MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: GLDI, ACIO, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

GLDI0.65%$65

ACIO0.79%$79

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

Yields: GLDI, ACIO, SCHD, VYM

27.59%highest, GLDI

FundTrailing yieldYield$10k

GLDI27.59%$2,759

SCHD2.96%$296

VYM2.26%$226

ACIO0.39%$39

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

Income After Fees on $10,000

$2,694most kept, GLDI

GLDI$2,759 − $65 = $2,694

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

ACIO$39 − $79 = −$40

KeptFee

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

Overlap: GLDI, ACIO, SCHD, VYM

Today

30.8%most shared, ACIO and VYM

GLDIACIOSCHDVYM

GLDI—[…][…][…]

ACIO[…]—8.5%30.8%

SCHD[…]8.5%—21.9%

VYM[…]30.8%21.9%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

ACIOWorst drop−6.6%9.9% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

GLDIWorst drop−16.0%18.7% vol

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

Paid More vs Made More

YTD

GLDISCHD

−1.9%Year to date+33.2%

27.6%Yield3.0%

+5.0%Past year+39.1%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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