Compare · 4 funds side by side · dividends reinvested

GLDI, ACIO, VIG and SCHD

GLDIETRACS×ACIOAptus×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,983GLDI · best of the four

02 / 04

GLDI, ACIO, 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%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Income · Covered calls0.65%27.98%−3.3%+3.8%+17.4%+11.2%−16.0%18.6%$177M3.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B3.0

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: GLDI 2013 · ACIO 2019 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $177M$16,983

GLDI

ACIO

Aptus Collared Income Opportunity ETF · $2.4B$14,959

$10,000 five years ago, dividends reinvested

GLDIMeasureACIO

−3.3%Year to dateJan 1 → Nov 6+4.7%

+3.8%1 yearTotal return+4.4%

+17.4%3 years · per year$10,000 became $16,192 · $15,213+15.0%

+11.2%5 years · per year$10,000 became $16,983 · $14,959+8.4%

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

27.98%Trailing 12-mo yield$2,798 · $40 a year on $10k0.40%

−16.0%Worst dropSmaller is better−6.6%

18.6%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 6, 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 529.4%

GLDIStockACIO

not top 5AAPL7.8%

not top 5NVDA6.8%

not top 5MSFT6.2%

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common[…]

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

GLDI vs ACIO Returns, Every Period

ETRACSGLDI

+11.2%

5 years, per year

ACIOAptus

+8.4%

5 years, per year

GLDIACIOFaded: behind in that period

2–2Level

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

GLDI vs SCHD

YTD

ETRACSGLDI

−3.3%

SCHDSchwab

+31.4%

−3.3%Year to date+31.4%

−16.0%Worst drop · 1Y−6.9%

18.6%Volatility · 1Y11.7%

28.0%Yield3.0%

$177MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: GLDI, ACIO, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

GLDI0.65%$65

ACIO0.79%$79

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

Yields: GLDI, ACIO, VIG, SCHD

27.98%highest, GLDI

FundTrailing yieldYield$10k

GLDI27.98%$2,798

SCHD3.00%$300

VIG1.50%$150

ACIO0.40%$40

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

Income After Fees on $10,000

$2,733most kept, GLDI

GLDI$2,798 − $65 = $2,733

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: GLDI, ACIO, VIG, SCHD

Today

42.3%most shared, ACIO and VIG

GLDIACIOVIGSCHD

GLDI—[…][…][…]

ACIO[…]—42.3%8.6%

VIG[…]42.3%—14.5%

SCHD[…]8.6%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

GLDIWorst drop−16.0%18.6% vol

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

Paid More vs Made More

YTD

GLDISCHD

−3.3%Year to date+31.4%

28.0%Yield3.0%

+3.8%Past year+37.0%

0.65%Fee0.06%

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%

$44.9BAssets$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